SEC 13F Intelligence

M Wealth Management, LLC / AAPL

M Wealth Management, LLC’s Apple Inc Position

Does M Wealth Management, LLC own Apple Inc (AAPL)? Yes — 6.8K shares worth $2M (+1.45% of its 13F portfolio) as of Q1 2026, up from 6.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
6.8K
% of Portfolio
+1.45%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.8K$2M+1.45%
Q4 20256.3K$2M+1.49%
Q3 20256.3K$2M+1.41%
Q2 20258.3K$2M+1.57%
Q1 20258.3K$2M+1.72%
Q4 20248.3K$2M+1.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Wealth Management, LLC’s full portfolio or all institutional holders of AAPL.