MWML
DSCO

M Wealth Management LLC’s DoubleLine Securitized Credit ETF DSCO Stock Holding History

M Wealth Management LLC’s Portfolio DSCO Stock Details DSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$953K Buy
38,241
+17,903
+88% +$445K 0.75% 22
2026
Q1 		$505K Buy
+20,338
New +$509K 0.43% 32

Other funds holding DSCO

FM
Family Management New York $975M AUM 23.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $863M AUM 3.58% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
JWM
Jacksonville Wealth Management Jacksonville, Florida $177M AUM 26.18% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return

M Wealth Management LLC's DSCO Position: Q2 2026 in Review

M Wealth Management LLC increased its DoubleLine Securitized Credit ETF (DSCO) stake by 88% in Q2 2026, buying an estimated $445K and bringing the position to 38,241 shares worth $953K. The position accounts for 0.75% of the portfolio, ranked #22.

M Wealth Management LLC first reported a position in DSCO in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold DSCO as of Q2 2026.

  • M Wealth Management LLC held 38,241 shares of DoubleLine Securitized Credit ETF worth $953K as of Q2 2026.
  • M Wealth Management LLC bought 17,903 DoubleLine Securitized Credit ETF shares in Q2 2026, an estimated $445K.
  • DoubleLine Securitized Credit ETF made up 0.75% of M Wealth Management LLC's portfolio in Q2 2026, its #22 holding.
  • M Wealth Management LLC first reported a position in DoubleLine Securitized Credit ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held DoubleLine Securitized Credit ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.