SEC 13F Intelligence

M Wealth Management, LLC / UYLD

M Wealth Management, LLC’s Angel Oak Funds Trust Position

Does M Wealth Management, LLC own Angel Oak Funds Trust (UYLD)? Yes — 46.7K shares worth $2M (+2.00% of its 13F portfolio) as of Q1 2026, down from 48.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
46.7K
% of Portfolio
+2.00%
Quarters Held
4
currently held

Position History UYLD

Reported value by quarter
Q2 ’25: $3MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.7K$2M+2.00%
Q4 202548.1K$2M+2.14%
Q3 202548.7K$2M+2.19%
Q2 202553.4K$3M+2.52%

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 UYLD.