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 51–100 of 296
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABBV | ABBVIE INC | 23K | $1M+ | SH |
| PNFP | PINNACLE FINL PARTNERS INC | 54K | $1M+ | SH |
| GE | GE AEROSPACE | 17K | $1M+ | SH |
| DFVX | DIMENSIONAL ETF TRUST | 68K | $1M+ | SH |
| KO | COCA COLA CO | 71K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 108K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 38K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 32K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 57K | $1M+ | SH |
| ACWV | ISHARES INC | 38K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 52K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 178K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 152K | $1M+ | SH |
| DIS | DISNEY WALT CO | 35K | $1M+ | SH |
| AGG | ISHARES TR | 39K | $1M+ | SH |
| NEM | NEWMONT CORP | 38K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 58K | $1M+ | SH |
| AAUS | EA SERIES TRUST | 67K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| IEFA | ISHARES TR | 40K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 109K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 93K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 30K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 34K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 60K | $1M+ | SH |
| IVW | ISHARES TR | 28K | $1M+ | SH |
| PFE | PFIZER INC | 137K | $1M+ | SH |
| IWM | ISHARES TR | 14K | $1M+ | SH |
| CSCO | CISCO SYS INC | 44K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 98K | $1M+ | SH |
| IEMG | ISHARES INC | 49K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 44K | $1M+ | SH |
| NFLX | NETFLIX INC | 35K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 97K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 15K | $1M+ | SH |
| T | AT&T INC | 124K | $1M+ | SH |
| QCOM | QUALCOMM INC | 18K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 40K | $1M+ | SH |
| IVE | ISHARES TR | 14K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 59K | $1M+ | SH |
| QGRO | AMERICAN CENTY ETF TR | 25K | $1M+ | SH |
| CINF | CINCINNATI FINL CORP | 17K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 16K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 48K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 76K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 67K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| QUAL | ISHARES TR | 13K | $1M+ | SH |
| LQD | ISHARES TR | 24K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 46K | $1M+ | SH |