Institutions / M Holdings Securities, Inc.
M Holdings Securities, Inc.
CIK 1569638 · Institution · as of Dec 31, 2025
Portfolio value
$1.40M
Positions
296
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 296 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $121.3K | 8.7% |
| SPDR S&P 500 ETF Tr | $111.0K | 8.0% |
| Vanguard Intl Equity Index F | $71.5K | 5.1% |
| iShares Tr | $69.4K | 5.0% |
| National HealthCare Corp | $63.5K | 4.5% |
| National Health Investors Inc | $40.6K | 2.9% |
| Dimensional ETF Trust | $30.7K | 2.2% |
| Dimensional ETF Trust | $24.6K | 1.8% |
| Microsoft Corp | $24.4K | 1.7% |
| JPMorgan Chase & Co | $24.2K | 1.7% |
| NVIDIA Corp | $23.0K | 1.6% |
| Amazon.com Inc | $22.2K | 1.6% |
| Dimensional ETF Trust | $21.5K | 1.5% |
| Alphabet Inc. | $19.4K | 1.4% |
| Warren E. Buffett | $18.9K | 1.4% |
| PROCTER & GAMBLE Co | $18.7K | 1.3% |
| Tesla Inc | $17.3K | 1.2% |
| Vanguard Index Fds | $15.7K | 1.1% |
| Dimensional ETF Trust | $15.2K | 1.1% |
| Vanguard Index Fds | $13.0K | 0.9% |
| Dimensional ETF Trust | $11.8K | 0.8% |
| Alphabet Inc. | $11.5K | 0.8% |
| Dimensional ETF Trust | $11.4K | 0.8% |
| Dimensional ETF Trust | $10.4K | 0.7% |
| Meta Platforms Inc | $10.2K | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.