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 101–150 of 296
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VFQY | VANGUARD WELLINGTON FD | 16K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 53K | $1M+ | SH |
| BRO | BROWN & BROWN INC | 31K | $1M+ | SH |
| ORCL | ORACLE CORP | 12K | $1M+ | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 46K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 44K | $1M+ | SH |
| IGSB | ISHARES TR | 45K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 11K | $1M+ | SH |
| IJH | ISHARES TR | 35K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 29K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 38K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 52K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 38K | $1M+ | SH |
| EFV | ISHARES TR | 31K | $1M+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 42K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 74K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 41K | $1M+ | SH |
| SOXL | DIREXION SHS ETF TR | 53K | $1M+ | SH |
| TEQI | T ROWE PRICE ETF INC | 49K | $1M+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 57K | $1M+ | SH |
| SO | SOUTHERN CO | 25K | $1M+ | SH |
| IUSB | ISHARES TR | 46K | $1M+ | SH |
| AAEQ | EA SERIES TRUST | 43K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 25K | $1M+ | SH |
| EFAV | ISHARES TR | 24K | $1M+ | SH |
| C | CITIGROUP INC | 17K | $1M+ | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 15K | $1M+ | SH |
| ARKK | ARK ETF TR | 26K | $1M+ | SH |
| IUSG | ISHARES TR | 12K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 22K | $1M+ | SH |
| IEF | ISHARES TR | 20K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 58K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 38K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 121K | $1M+ | SH |
| SUSA | ISHARES TR | 13K | $1M+ | SH |
| LNC | LINCOLN NATL CORP IND | 40K | $1M+ | SH |
| CSX | CSX CORP | 48K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 30K | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 59K | $1M+ | SH |
| BKAG | BNY MELLON ETF TRUST | 40K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 33K | $1M+ | SH |
| JEMA | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 12K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 10K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 11K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 19K | $1M+ | SH |
| ABT | ABBOTT LABS | 13K | $1M+ | SH |
| IJR | ISHARES TR | 13K | $1M+ | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 20K | $1M+ | SH |
| MUB | ISHARES TR | 15K | $1M+ | SH |