CIK 1569638
M Holdings Securities, Inc.
Institutional 13F holdings & portfolio
Holdings
296
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 296
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 446K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 163K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 972K | $1M+ | SH |
| IVV | ISHARES TR | 101K | $1M+ | SH |
| NHC | NATIONAL HEALTHCARE CORP | 463K | $1M+ | SH |
| NHI | NATIONAL HEALTH INVS INC | 531K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 659K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 494K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 50K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 75K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 123K | $1M+ | SH |
| AMZN | AMAZON COM INC | 96K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 309K | $1M+ | SH |
| GOOGL | ALPHABET INC | 62K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 38K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 130K | $1M+ | SH |
| TSLA | TESLA INC | 39K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 47K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 464K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 299K | $1M+ | SH |
| GOOG | ALPHABET INC | 37K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 300K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 222K | $1M+ | SH |
| META | META PLATFORMS INC | 15K | $1M+ | SH |
| GUNR | FLEXSHARES TR | 218K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 81K | $1M+ | SH |
| GLD | SPDR GOLD TR | 24K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 128K | $1M+ | SH |
| HD | HOME DEPOT INC | 26K | $1M+ | SH |
| WMT | WALMART INC | 79K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 159K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 44K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 91K | $1M+ | SH |
| MRK | MERCK & CO INC | 78K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 36K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 116K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 32K | $1M+ | SH |
| AVGO | BROADCOM INC | 20K | $1M+ | SH |
| V | VISA INC | 19K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 22K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 103K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 123K | $1M+ | SH |
| PEP | PEPSICO INC | 41K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 38K | $1M+ | SH |
| MCD | MCDONALDS CORP | 19K | $1M+ | SH |
| VAW | VANGUARD WORLD FD | 26K | $1M+ | SH |
| DE | DEERE & CO | 11K | $1M+ | SH |
| USMV | ISHARES TR | 56K | $1M+ | SH |