13F Filings History of M3 Advisory Group, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$164,017,085
Signature - Title
Nicholas Jeffries - Chief Compliance Officer
Location
Needham Heights, MA
Summary
This page shows a list of all the recent 13F filings made by M3 Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. M3 Advisory Group, LLC reported 142 stock holdings with total value $164,017,085 as of Q4 2025. Top holdings included VIG, VOO, QQQ, VTI, and VUG.

Notify me when M3 Advisory Group, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 142 $164,017,085 +$11,237,664 -$6,431,556 +$4,806,108 VIG, VOO, QQQ, VTI, VUG 13F-HR 16 Jan 2026, 16:49
Q3 2025 153 $160,321,426 +$6,041,439 -$1,943,079 +$4,098,360 VIG, QQQ, VTI, VUG, VOO 13F-HR 10 Nov 2025, 15:45
Q2 2025 149 $144,530,452 +$8,345,953 -$2,807,944 +$5,538,009 VIG, QQQ, VTI, VUG, VOO 13F-HR 25 Jul 2025, 14:22
Q1 2025 136 $126,549,456 +$3,693,528 -$10,446,737 -$6,753,209 VIG, QQQ, VTI, VUG, IVV 13F-HR 22 Apr 2025, 17:10
Q4 2024 145 $139,672,554 +$6,639,148 -$4,455,384 +$2,183,764 VIG, QQQ, VTI, VUG, IVV 13F-HR 21 Jan 2025, 17:02
Q3 2024 152 $136,161,379 +$12,712,707 -$2,952,804 +$9,759,903 VIG, QQQ, VTI, VUG, IVV 13F-HR 17 Oct 2024, 16:46
Q2 2024 130 $121,459,300 +$15,230,390 -$4,943,527 +$10,286,863 VIG, QQQ, VTI, VUG, IVV 13F-HR 19 Jul 2024, 19:57
Q1 2024 132 $110,345,290 +$19,380,001 -$1,356,498 +$18,023,503 VIG, QQQ, VTI, VUG, IVV 13F-HR 29 Apr 2024, 13:12
Q4 2023 103 $85,395,201 $0 $0 $0 VIG, QQQ, VTI, VUG, IVV 13F-HR 19 Mar 2024, 08:32