M Wealth Management, LLC
Top Portfolio Positions
14 positions ·
$10,783,832 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAUM |
iShares Gold Trust Micro
|
76,528 | $3,573,857 | 33.14% | |
| AAPL |
Apple Inc.
Technology
|
6,791 | $1,723,487 | 15.98% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,986 | $1,110,045 | 10.29% | |
| GLD |
Spdr Gold Trust
|
2,210 | $950,940 | 8.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,244 | $718,011 | 6.66% | |
| IBIT |
iShares Bitcoin Trust ETF
|
12,373 | $475,370 | 4.41% | |
| NVDA |
Nvidia Corp
Technology
|
2,505 | $436,872 | 4.05% | |
| OUNZ |
VanEck Merk Gold ETF
|
7,373 | $332,153 | 3.08% | |
| MSFT |
Microsoft Corp
Technology
|
888 | $328,710 | 3.05% | |
| SPY |
Spdr S&P 500 ETF Trust
|
464 | $301,757 | 2.80% |
Portfolio Trend
6 quarters · across all stocks
Holdings in IAUM
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,573,857 | 76,528 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,289,938 | 76,528 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,946,328 | 76,528 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,524,658 | 76,528 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,385,377 | 76,528 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||