M Holdings Securities, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1569638
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Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$731.1M
Holdings
148
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
M Holdings Securities, Inc. disclosed 148 positions worth $731.1M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 33.4% of the equity portfolio. During the quarter the fund opened 8 new positions and exited 146 — including a new stake in $SNY and a full exit from $AAPL. The portfolio is most concentrated in Other (71.7% of disclosed assets). All figures are sourced directly from M Holdings Securities, Inc.’s Form 13F-HR filing with the SEC under CIK 1569638.
AI Fund Analysis
Concentrating
$SPY33.4% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
4.2% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
1.5% weight
Held 4 quarters
DIMENSIONAL ETF TRUST - US
1.3% weight
Held 5 quarters
DIMENSIONAL ETF TRUST - US
0.6% weight
Held 5 quarters
GOLDMAN SACHS ETF TR - NAS
7 quarters accumulating
GOLDMAN SACHS ETF TR - S&P
7 quarters accumulating
$IBIT6 quarters accumulating
GLOBAL X FDS - ARTIFICIAL
5 quarters accumulating
ARK ETF TR - INNOVATION ET
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareEnergyUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$244.2M329,216 sh DIMENSIONAL ETF TRUST - US MKTWIDE VALUE
—Quality
$30.7M557,561 sh- 70.7#210
Quality
$24.7M75,214 sh DIMENSIONAL ETF TRUST - INTERNATNAL VAL
—Quality
$23.7M438,482 sh- 85.9
Quality
$23.7M119,383 sh - 78.2
Quality
$19.6M55,041 sh DIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$19.3M235,674 shVANGUARD BD INDEX FDS - VANGUARD ULTRA
—Quality
$18.1M363,073 sh- 78.2
Quality
$12.4M35,337 sh DIMENSIONAL ETF TRUST - US COR EQU 1 ETF
—Quality
$11.0M135,279 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $244.2M | 329,216 |
| DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $30.7M | 557,561 |
 JPMORGAN CHASE & CO$JPM | 70.7#210 | $24.7M | 75,214 |
| DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $23.7M | 438,482 |
 NVIDIA CORP$NVDA | 85.9 | $23.7M | 119,383 |
 Alphabet Inc.$GOOG | 78.2 | $19.6M | 55,041 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $19.3M | 235,674 |
| VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $18.1M | 363,073 |
 Alphabet Inc.$GOOGL | 78.2 | $12.4M | 35,337 |
| DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | — | $11.0M | 135,279 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of M Holdings Securities, Inc.'s 148 positions.
Showing top 10 of 148 holdings.
Sector Allocation
Other
$523.9M
Technology
$86.4M
Financials
$59.1M
Healthcare
$15.5M
Energy
$15.4M
Utilities
$9.8M
Communication Services
$8.6M
Industrials
$6.3M
Full Holdings — M Holdings Securities, Inc. (Q2 2026)
All 148 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $244.2M | 33.4% | +111% | — |
| 2 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $30.7M | 4.2% | -28% | — |
| 3 | $JPM | JPMORGAN CHASE & CO | $24.7M | 3.4% | -1% | 70.7 |
| 4 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $23.7M | 3.2% | -26% | — |
| 5 | $NVDA | NVIDIA CORP | $23.7M | 3.2% | -4% | 85.9 |
| 6 | $GOOG | Alphabet Inc. | $19.6M | 2.7% | -0% | 78.2 |
| 7 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $19.3M | 2.6% | -36% | — |
| 8 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $18.1M | 2.5% | -4% | — |
| 9 | $GOOGL | Alphabet Inc. | $12.4M | 1.7% | -2% | 78.2 |
| 10 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $11.0M | 1.5% | -4% | — |
| 11 | — | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | $10.7M | 1.5% | -12% | — |
| 12 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $9.6M | 1.3% | -23% | — |
| 13 |  $XOM.R34088 | EXXON MOBIL CORP | $9.4M | 1.3% | -7% | 57.9 |
| 14 | — | FLEXSHARES TR - MORNSTAR UPSTR | $8.9M | 1.2% | -6% | — |
| 15 |  $META | Meta Platforms, Inc. | $8.4M | 1.1% | +0% | 79.6 |
| 16 |  $MRK | Merck & Co., Inc. | $8.0M | 1.1% | +1% | 59.9 |
| 17 |  $AVGO | Broadcom Inc. | $7.7M | 1.1% | -1% | 84.5 |
| 18 |  $GLD | SPDR GOLD TRUST | $7.3M | 1.0% | -2% | — |
| 19 |  $V | VISA INC. | $6.3M | 0.9% | -1% | 82.9 |
| 20 |  $TSLA | Tesla, Inc. | $6.3M | 0.9% | -64% | 53.9 |
| 21 |  $NEE | NEXTERA ENERGY INC | $6.1M | 0.8% | -1% | 64.6 |
| 22 | — | VANGUARD WORLD FD - MATERIALS ETF | $5.8M | 0.8% | -13% | — |
| 23 |  $ABBV | AbbVie Inc. | $5.7M | 0.8% | +4% | 72.6 |
| 24 | — | VANGUARD WORLD FD - ENERGY ETF | $5.6M | 0.8% | -18% | — |
| 25 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | $5.5M | 0.8% | +43% | — |
| 26 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $5.2M | 0.7% | -28% | — |
| 27 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $4.7M | 0.6% | -7% | — |
| 28 |  $CSCO | CISCO SYSTEMS, INC. | $4.6M | 0.6% | -9% | 70.3 |
| 29 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $4.5M | 0.6% | +3% | — |
| 30 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $4.3M | 0.6% | -67% | — |
| 31 | — | ISHARES TR - CORE MSCI EAFE | $4.1M | 0.6% | +4% | — |
| 32 |  $IVZ | Invesco Ltd. | $4.0M | 0.5% | +7% | — |
| 33 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $3.9M | 0.5% | -8% | — |
| 34 |  $PNFP | Pinnacle Financial Partners, Inc. | $3.9M | 0.5% | -25% | 54.5 |
| 35 | — | ISHARES INC - CORE MSCI EMKT | $3.9M | 0.5% | -9% | — |
| 36 | — | CAPITAL GROUP DIVIDEND VALU - E SHS CREAT UNIT | $3.8M | 0.5% | +3% | — |
| 37 |  $DUK | Duke Energy CORP | $3.8M | 0.5% | +1% | 56.4 |
| 38 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $3.5M | 0.5% | +0% | — |
| 39 | — | J P MORGAN EXCHANGE TRADED - F EQUITY PREMIUM | $3.3M | 0.5% | +0% | — |
| 40 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $3.2M | 0.4% | -82% | — |
| 41 | — | ISHARES TR - MSCI USA MIN ETF | $3.2M | 0.4% | -28% | — |
| 42 | — | SPDR SERIES TRUST - ST STR P500ETF | $3.1M | 0.4% | +5% | — |
| 43 | — | J P MORGAN EXCHANGE TRADED - F NASDAQ EQT PREM | $3.0M | 0.4% | +4% | — |
| 44 |  $ORCL | ORACLE CORP | $3.0M | 0.4% | +1% | 66.2 |
| 45 |  $NFLX | NETFLIX INC | $2.9M | 0.4% | +5% | 78.8 |
| 46 |  $SLV | iShares Silver Trust | $2.9M | 0.4% | -2% | — |
| 47 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | $2.8M | 0.4% | +4% | — |
| 48 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $2.8M | 0.4% | -30% | — |
| 49 | — | ISHARES TR - CORE UNIVRSL USD | $2.7M | 0.4% | +22% | — |
| 50 |  $VZ | VERIZON COMMUNICATIONS INC | $2.6M | 0.4% | +2% | 65.8 |
| 51 | — | BNY MELLON ETF TRUST - CORE BOND ETF | $2.5M | 0.3% | +7% | — |
| 52 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $2.5M | 0.3% | -2% | — |
| 53 | — | T ROWE PRICE EXCHANGE-TRADE - D PRICE EQT INCOME | $2.5M | 0.3% | +1% | — |
| 54 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $2.5M | 0.3% | +4% | — |
| 55 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $2.4M | 0.3% | -37% | — |
| 56 |  $T | AT&T INC. | $2.3M | 0.3% | -5% | 65.7 |
| 57 | — | J P MORGAN EXCHANGE TRADED - F ACTIVEBLDRS EMER | $2.3M | 0.3% | +2% | — |
| 58 | — | GLOBAL X FDS - ARTIFICIAL ETF | $2.2M | 0.3% | +3% | — |
| 59 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.2M | 0.3% | +1% | — |
| 60 | — | DIMENSIONAL ETF TRUST - US LARG VECT ETF | $2.2M | 0.3% | -61% | — |
| 61 | $IBIT | iShares Bitcoin Trust ETF | $2.1M | 0.3% | +1% | — |
| 62 |  $MO | ALTRIA GROUP, INC. | $2.1M | 0.3% | -1% | 67.4 |
| 63 | — | ARK ETF TR - INNOVATION ETF | $2.1M | 0.3% | +1% | — |
| 64 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $2.0M | 0.3% | +20% | — |
| 65 |  $UBER | Uber Technologies, Inc | $1.9M | 0.3% | +3% | 73.5 |
| 66 |  $CRM | Salesforce, Inc. | $1.9M | 0.3% | +0% | 77 |
| 67 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $1.8M | 0.3% | -1% | — |
| 68 | $IVZ | Invesco Ltd. | $1.8M | 0.3% | +4% | — |
| 69 |  $ENB | ENBRIDGE INC | $1.8M | 0.2% | +2% | 66.7 |
| 70 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $1.7M | 0.2% | -85% | — |
| 71 |  $DBE | Invesco DB Energy Fund | $1.7M | 0.2% | +0% | — |
| 72 | — | ISHARES TR - BROAD USD HIGH | $1.6M | 0.2% | +8% | — |
| 73 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $1.6M | 0.2% | +0% | — |
| 74 |  $NHI | NATIONAL HEALTH INVESTORS INC | $1.6M | 0.2% | -96% | 71.6 |
| 75 | — | PGIM ETF TR - ACTV HY BD ETF | $1.5M | 0.2% | +6% | — |
| 76 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $1.5M | 0.2% | +43% | — |
| 77 |  $PLTR | Palantir Technologies Inc. | $1.5M | 0.2% | -27% | 84.6 |
| 78 |  $NOW | ServiceNow, Inc. | $1.4M | 0.2% | +2% | 72.9 |
| 79 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $1.4M | 0.2% | +10% | — |
| 80 | — | VANGUARD WORLD FD - INF TECH ETF | $1.4M | 0.2% | +2% | — |
| 81 | — | ISHARES TR - MSCI EAFE MIN VL | $1.3M | 0.2% | -8% | — |
| 82 | — | ARK ETF TR - BLOC FIN INN ETF | $1.3M | 0.2% | +5% | — |
| 83 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $1.3M | 0.2% | +1% | — |
| 84 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $1.2M | 0.2% | -7% | — |
| 85 | — | CAPITAL GROUP CORE EQUITY E - T SHS CREAT UNIT | $1.2M | 0.2% | -0% | — |
| 86 |  $COP | CONOCOPHILLIPS | $1.1M | 0.2% | -2% | 70.2 |
| 87 |  $APA | APA Corp | $1.1M | 0.2% | +0% | — |
| 88 | — | J P MORGAN EXCHANGE TRADED - F HEDG EQU LAD ETF | $1.1M | 0.1% | +4% | — |
| 89 | — | LISTED FDS TR - ROUN MA SEVE ETF | $1.1M | 0.1% | -1% | — |
| 90 |  $BPRE | Bluerock Private Real Estate Fund | $1.1M | 0.1% | -17% | — |
| 91 | — | PIMCO ETF TR - MULTISECTOR BD | $1.1M | 0.1% | -3% | — |
| 92 |  $MDT | Medtronic plc | $980,000 | 0.1% | -4% | 68.7 |
| 93 |  $DVN | DEVON ENERGY CORP/DE | $970,000 | 0.1% | -2% | 74.8 |
| 94 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $928,000 | 0.1% | +4% | — |
| 95 |  $SNY | Sanofi | $906,000 | 0.1% | NEW | — |
| 96 | $IVZ | Invesco Ltd. | $895,000 | 0.1% | +2% | — |
| 97 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $876,000 | 0.1% | -23% | — |
| 98 |  $PECO | Phillips Edison & Company, Inc. | $862,000 | 0.1% | +0% | 65.4 |
| 99 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $827,000 | 0.1% | -43% | — |
| 100 | — | GLOBAL X FDS - SUPERDIVIDEND | $782,000 | 0.1% | +14% | — |
| 101 | — | SPDR SERIES TRUST - ST INTER ETF | $780,000 | 0.1% | -1% | — |
| 102 | — | ISHARES TR - US TREAS BD ETF | $780,000 | 0.1% | +20% | — |
| 103 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | $773,000 | 0.1% | +11% | — |
| 104 | — | T ROWE PRICE EXCHANGE-TRADE - D PRICE BLUE CHIP | $743,000 | 0.1% | +0% | — |
| 105 | — | CALAMOS ETF TR - AUTOC INCOM ETF | $715,000 | 0.1% | +78% | — |
| 106 | — | ISHARES TR - MSCI INTL QUALTY | $708,000 | 0.1% | +0% | — |
| 107 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $703,000 | 0.1% | -90% | — |
| 108 |  $KMI | KINDER MORGAN, INC. | $701,000 | 0.1% | +0% | 71.3 |
| 109 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $668,000 | 0.1% | NEW | — |
| 110 |  $FCX | FREEPORT-MCMORAN INC | $660,000 | 0.1% | NEW | 62 |
| 111 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $659,000 | 0.1% | NEW | — |
| 112 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $656,000 | 0.1% | +8% | — |
| 113 |  $PYPL | PayPal Holdings, Inc. | $635,000 | 0.1% | -10% | 64.1 |
| 114 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $635,000 | 0.1% | -3% | — |
| 115 | — | FIRST TR EXCHNG TRADED FD V - I FT LADD BUFF ETF | $607,000 | 0.1% | -2% | — |
| 116 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | $607,000 | 0.1% | -52% | — |
| 117 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $606,000 | 0.1% | +1% | — |
| 118 | — | ISHARES TR - ESG AWRE 1 5 YR | $600,000 | 0.1% | +11% | — |
| 119 |  $B | BARRICK MINING CORP | $576,000 | 0.1% | +20% | 69.6 |
| 120 |  $CCZ | COMCAST CORP | $560,000 | 0.1% | +11% | 59.5 |
| 121 |  $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | $557,000 | 0.1% | +5% | — |
| 122 | — | J P MORGAN EXCHANGE TRADED - F ULTRA SHRT ETF | $535,000 | 0.1% | -8% | — |
| 123 | — | CAPITAL GROUP GBL GROWTH EQ - T SHS CREAT UNIT | $518,000 | 0.1% | +1% | — |
| 124 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $516,000 | 0.1% | +7% | — |
| 125 | — | FIRST TR EXCHNG TRADED FD V - I FT VEST U.S EQT | $514,000 | 0.1% | +0% | — |
| 126 | — | ISHARES TR - CORE 1 5 YR USD | $508,000 | 0.1% | NEW | — |
| 127 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $493,000 | 0.1% | +0% | — |
| 128 |  $ARCC | ARES CAPITAL CORP | $485,000 | 0.1% | +3% | — |
| 129 |  $RF | REGIONS FINANCIAL CORP | $481,000 | 0.1% | -34% | 61.5 |
| 130 |  $DBA | INVESCO DB AGRICULTURE FUND | $452,000 | 0.1% | +0% | — |
| 131 |  $GSG | iShares S&P GSCI Commodity-Indexed Trust | $423,000 | 0.1% | +0% | — |
| 132 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $388,000 | 0.1% | NEW | — |
| 133 |  $ETH | Grayscale Ethereum Staking Mini ETF | $384,000 | 0.1% | +10% | — |
| 134 |  $NZF | Nuveen Municipal Credit Income Fund | $352,000 | 0.1% | -12% | — |
| 135 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $331,000 | 0.1% | +0% | 74.2 |
| 136 | — | EATON VANCE TAX-MANAGED DIV - E COM | $308,000 | 0.0% | -16% | — |
| 137 |  $KD | Kyndryl Holdings, Inc. | $302,000 | 0.0% | -1% | 50.1 |
| 138 |  $AG | FIRST MAJESTIC SILVER CORP | $285,000 | 0.0% | +3% | — |
| 139 |  $KGEI | Kolibri Global Energy Inc. | $283,000 | 0.0% | +0% | — |
| 140 |  $DBB | INVESCO DB BASE METALS FUND | $272,000 | 0.0% | +0% | — |
| 141 | — | EATON VANCE TAX-MANAGED GLO - B COM | $262,000 | 0.0% | +0% | — |
| 142 |  $NFJ | Virtus Dividend, Interest & Premium Strategy Fund | $256,000 | 0.0% | +5% | — |
| 143 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $245,000 | 0.0% | +12% | — |
| 144 | $IVZ | Invesco Ltd. | $243,000 | 0.0% | +10% | — |
| 145 | — | ANGEL OAK FUNDS TRUST - INCOME ETF | $239,000 | 0.0% | NEW | — |
| 146 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $222,000 | 0.0% | -10% | — |
| 147 | — | VANECK ETF TRUST - VANECK SHRT MUNI | $206,000 | 0.0% | +0% | — |
| 148 |  $JFR | NUVEEN FLOATING RATE INCOME FUND | $200,000 | 0.0% | NEW | — |
New Positions (8)
$SNY Sanofi$906,000 BLACKROCK ETF TRUST - ISHA IN CTRY ETF$668,000
$FCX FREEPORT-MCMORAN INC$660,000 NEOS ETF TRUST - NEOS S&P 500 HI$659,000
ISHARES TR - CORE 1 5 YR USD$508,000
BLACKROCK ETF TRUST - ISHA SYST AL ETF$388,000
ANGEL OAK FUNDS TRUST - INCOME ETF$239,000
$JFR NUVEEN FLOATING RATE INCOME FUND$200,000Exited Positions (146)
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