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M Wealth Management, LLC

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13F filer, CIK 2026150, San Diego, CA

M Wealth Management, LLC reported $118,788,775 across 55 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 73.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002210

Period
2026-03-31
Reported value
$119M
Holdings
55
Top 10 weight
73.36%
New
8
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAUadded+27,681$1.25M
TSLAadded+2,115$786K
POWRnew+19,309$506K
DSCOnew+20,338$505K
EWJVadded+11,186$477K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PULSreduced-37,045-$1.83M
AVGVreduced-3,167-$246K
INDAexited-4,250-$230K
GDEreduced-3,510-$221K
SCHHreduced-9,485-$204K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002210, largest first. % of portfolio is the value over $118,788,775, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 656,989 shares; 2025Q1: 581,830 shares; 2025Q2: 581,137 shares; 2025Q3: 589,523 shares; 2025Q4: 589,984 shares; 2026Q1: 617,665 shares 617,665$27.9M23.46%+27,681Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 297,762 shares; 2025Q1: 326,250 shares; 2025Q2: 320,908 shares; 2025Q3: 329,202 shares; 2025Q4: 319,227 shares; 2026Q1: 282,182 shares 282,182$14M11.76%-37,045Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 280,850 shares; 2025Q1: 271,248 shares; 2025Q2: 269,259 shares; 2025Q3: 273,342 shares; 2025Q4: 274,389 shares; 2026Q1: 278,293 shares 278,293$11.1M9.31%+3,904Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 118,324 shares; 2025Q1: 117,390 shares; 2025Q2: 117,714 shares; 2025Q3: 118,202 shares; 2025Q4: 120,484 shares; 2026Q1: 122,851 shares 122,851$9.47M7.97%+2,367Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197,603 shares; 2025Q1: 192,703 shares; 2025Q2: 192,811 shares; 2025Q3: 191,606 shares; 2025Q4: 195,595 shares; 2026Q1: 200,672 shares 200,672$5.34M4.5%+5,077Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 259,108 shares; 2025Q1: 256,276 shares; 2025Q2: 257,178 shares; 2025Q3: 253,188 shares; 2025Q4: 257,762 shares; 2026Q1: 269,762 shares 269,762$4.67M3.93%+12,000Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 148,814 shares; 2025Q1: 141,574 shares; 2025Q2: 133,617 shares; 2025Q3: 126,329 shares; 2025Q4: 116,649 shares; 2026Q1: 115,406 shares 115,406$4.48M3.78%-1,243Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 157,172 shares; 2025Q1: 131,596 shares; 2025Q2: 103,796 shares; 2025Q3: 87,496 shares; 2025Q4: 80,865 shares; 2026Q1: 81,328 shares 81,328$4.09M3.45%+463Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 76,528 shares; 2025Q2: 76,528 shares; 2025Q3: 76,528 shares; 2025Q4: 76,528 shares; 2026Q1: 76,528 shares 76,528$3.57M3.01%0Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,530 shares; 2025Q1: 39,834 shares; 2025Q2: 37,635 shares; 2025Q3: 37,229 shares; 2025Q4: 36,739 shares; 2026Q1: 36,728 shares 36,728$2.61M2.2%-11Timeline
UYLDANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,400 shares; 2025Q3: 48,700 shares; 2025Q4: 48,150 shares; 2026Q1: 46,651 shares 46,651$2.38M2%-1,499Timeline
AVGVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,402 shares; 2025Q1: 38,094 shares; 2025Q2: 30,500 shares; 2025Q3: 28,684 shares; 2025Q4: 30,057 shares; 2026Q1: 26,890 shares 26,890$2.09M1.76%-3,167Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,851 shares; 2025Q1: 58,335 shares; 2025Q2: 56,262 shares; 2025Q3: 55,691 shares; 2025Q4: 54,490 shares; 2026Q1: 54,936 shares 54,936$1.86M1.57%+446Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,296 shares; 2025Q1: 8,296 shares; 2025Q2: 8,296 shares; 2025Q3: 6,296 shares; 2025Q4: 6,291 shares; 2026Q1: 6,791 shares 6,791$1.72M1.45%+500Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58,945 shares; 2025Q1: 83,295 shares; 2025Q2: 36,195 shares; 2025Q3: 32,995 shares; 2025Q4: 31,171 shares; 2026Q1: 33,701 shares 33,701$1.7M1.43%+2,530Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,054 shares; 2025Q1: 14,966 shares; 2025Q2: 14,966 shares; 2025Q3: 14,260 shares; 2025Q4: 12,641 shares; 2026Q1: 12,502 shares 12,502$1.39M1.17%-139Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,852 shares; 2025Q1: 26,642 shares; 2025Q2: 26,642 shares; 2025Q3: 26,642 shares; 2025Q4: 26,461 shares; 2026Q1: 26,461 shares 26,461$1.28M1.08%0Timeline
REZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,086 shares; 2025Q1: 13,499 shares; 2025Q2: 13,672 shares; 2025Q3: 13,909 shares; 2025Q4: 14,311 shares; 2026Q1: 14,495 shares 14,495$1.21M1.02%+184Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 870 shares; 2025Q4: 871 shares; 2026Q1: 2,986 shares 2,986$1.11M0.93%+2,115Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,989 shares; 2025Q1: 36,433 shares; 2025Q2: 36,170 shares; 2025Q3: 35,704 shares; 2025Q4: 32,827 shares; 2026Q1: 31,178 shares 31,178$1.06M0.89%-1,649Timeline
MMSDNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,000 shares; 2025Q4: 44,100 shares; 2026Q1: 40,850 shares 40,850$1.03M0.87%-3,250Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,019 shares; 2025Q1: 2,618 shares; 2025Q2: 2,618 shares; 2025Q3: 2,468 shares; 2025Q4: 2,405 shares; 2026Q1: 2,210 shares 2,210$951K0.8%-195Timeline
EWJVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,719 shares; 2025Q1: 8,719 shares; 2025Q2: 6,794 shares; 2025Q3: 6,794 shares; 2025Q4: 6,794 shares; 2026Q1: 17,980 shares 17,980$767K0.65%+11,186Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares 1,244$718K0.6%0Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,448 shares; 2025Q1: 3,459 shares; 2025Q2: 3,471 shares; 2025Q3: 3,046 shares; 2025Q4: 3,058 shares; 2026Q1: 3,070 shares 3,070$689K0.58%+12Timeline
GDEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,210 shares; 2025Q1: 14,860 shares; 2025Q2: 14,860 shares; 2025Q3: 14,860 shares; 2025Q4: 14,360 shares; 2026Q1: 10,850 shares 10,850$682K0.57%-3,510Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,842 shares; 2025Q1: 15,842 shares; 2025Q2: 15,842 shares; 2025Q3: 16,113 shares; 2025Q4: 16,404 shares; 2026Q1: 15,804 shares 15,804$672K0.57%-600Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,130 shares; 2025Q1: 7,130 shares; 2025Q2: 6,030 shares; 2025Q3: 6,030 shares; 2025Q4: 6,024 shares; 2026Q1: 6,024 shares 6,024$665K0.56%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,451 shares; 2025Q1: 1,453 shares; 2025Q2: 1,453 shares; 2025Q3: 1,455 shares; 2025Q4: 1,458 shares; 2026Q1: 1,460 shares 1,460$637K0.54%+2Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,300 shares; 2025Q1: 4,667 shares; 2025Q2: 4,667 shares; 2025Q3: 4,667 shares; 2025Q4: 4,667 shares; 2026Q1: 6,152 shares 6,152$614K0.52%+1,485Timeline
POWRISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,309 shares 19,309$506K0.43%newTimeline
DSCODOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,338 shares 20,338$505K0.43%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,373 shares 12,373$475K0.4%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 2,505 shares 2,505$437K0.37%+975Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,670 shares 1,670$424K0.36%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,236 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,244 shares; 2025Q4: 1,251 shares; 2026Q1: 1,255 shares 1,255$403K0.34%+4Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,111 shares; 2025Q1: 4,111 shares; 2025Q2: 4,111 shares; 2025Q3: 4,111 shares; 2025Q4: 4,111 shares; 2026Q1: 4,111 shares 4,111$399K0.34%0Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,711 shares; 2025Q1: 7,711 shares; 2025Q2: 7,711 shares; 2025Q3: 7,711 shares; 2025Q4: 7,764 shares; 2026Q1: 7,812 shares 7,812$398K0.34%+48Timeline
CGMUCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,343 shares; 2025Q1: 10,444 shares; 2025Q2: 10,444 shares; 2025Q3: 9,109 shares; 2025Q4: 14,588 shares; 2026Q1: 14,502 shares 14,502$394K0.33%-86Timeline
SHYMBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,200 shares; 2025Q4: 21,200 shares; 2026Q1: 16,200 shares 16,200$357K0.3%-5,000Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,173 shares; 2025Q1: 2,740 shares; 2025Q2: 2,641 shares; 2025Q3: 2,630 shares; 2025Q4: 2,631 shares; 2026Q1: 2,577 shares 2,577$356K0.3%-54Timeline
GLOFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,701 shares; 2025Q1: 7,336 shares; 2025Q2: 6,710 shares; 2025Q3: 6,571 shares; 2025Q4: 6,599 shares; 2026Q1: 6,597 shares 6,597$344K0.29%-2Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,475 shares; 2025Q1: 30,734 shares; 2025Q2: 30,734 shares; 2025Q3: 29,935 shares; 2025Q4: 24,980 shares; 2026Q1: 15,495 shares 15,495$333K0.28%-9,485Timeline
OUNZVANECK MERK GOLD ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,150 shares; 2025Q1: 7,373 shares; 2025Q2: 7,373 shares; 2025Q3: 7,373 shares; 2025Q4: 7,373 shares; 2026Q1: 7,373 shares 7,373$332K0.28%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 888 shares 888$329K0.28%+200Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,965 shares; 2025Q3: 3,290 shares; 2025Q4: 3,290 shares; 2026Q1: 3,290 shares 3,290$310K0.26%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 464 shares 464$302K0.25%-29Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 984 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 992 shares; 2025Q4: 1,000 shares; 2026Q1: 1,003 shares 1,003$288K0.24%+3Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,935 shares; 2025Q2: 6,935 shares; 2025Q3: 6,935 shares; 2025Q4: 6,935 shares; 2026Q1: 6,935 shares 6,935$274K0.23%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,877 shares; 2025Q4: 3,952 shares; 2026Q1: 3,952 shares 3,952$214K0.18%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214 shares 214$213K0.18%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,030 shares 1,030$210K0.18%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350$209K0.18%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,415 shares 1,415$207K0.17%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,110 shares 2,110$203K0.17%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INDAISHARES TR4,250$230Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002210 base2026-05-15acceptance time not in the bulk data set