M3 Advisory Group, LLC
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$162.2M
Holdings
150
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
8.4%
02
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (7.0k shares)
5.7%
03
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (8.5k shares)
5.1%
04
$NDQ
INVESCO QQQ TR
Q1 2026: New position (20.6k shares)
5.1%
05
$VUG
VANGUARD INDEX FDS
Q1 2026: New position (4.3k shares)
4.6%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (23.1k shares)
3.6%
07
$IVV
ISHARES TR
Q1 2026: New position (8.0k shares)
3.4%
08
$XLE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
3.1%
09
$GOOGL
ALPHABET INC
Q1 2026: New position (13.1k shares)
3.0%
10
$AAPL
APPLE INC
Q1 2026: New position (27.9k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.