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 151–200 of 296
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DSL | DOUBLELINE INCOME SOLUTIONS | 140K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 11K | $1M+ | SH |
| ENB | ENBRIDGE INC | 32K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 13K | $1M+ | SH |
| EBAY | EBAY INC. | 17K | $1M+ | SH |
| EFA | ISHARES TR | 15K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 18K | $1M+ | SH |
| CLX | CLOROX CO DEL | 14K | $1M+ | SH |
| PLD | PROLOGIS INC. | 11K | $1M+ | SH |
| O | REALTY INCOME CORP | 25K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 11K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 18K | $1M+ | SH |
| MINT | PIMCO ETF TR | 13K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 42K | $1M+ | SH |
| IUSV | ISHARES TR | 13K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 13K | $1M+ | SH |
| INTC | INTEL CORP | 34K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 11K | $1M+ | SH |
| KHC | KRAFT HEINZ CO | 50K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 12K | $1M+ | SH |
| USHY | ISHARES TR | 30K | $1M+ | SH |
| EEM | ISHARES TR | 20K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 12K | $1M+ | SH |
| OXY | OCCIDENTAL PETE CORP | 27K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 34K | $1M+ | SH |
| RPM | RPM INTL INC | 11K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 14K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 32K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 11K | $1M+ | SH |
| EMQQ | EXCHANGE TRADED CONCEPTS TRU | 26K | $1M+ | SH |
| ACIC | AMERICAN COASTAL INS CORP | 83K | $1M+ | SH |
| BP | BP PLC | 30K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 26K | $1M+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 22K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 13K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 12K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 23K | $1M+ | SH |
| APA | APA CORPORATION | 42K | $1M+ | SH |
| FFSM | FIDELITY COVINGTON TRUST | 33K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 20K | $1M+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 13K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 18K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 11K | $500K+ | SH |
| DBE | INVESCO DB MULTI-SECTOR COMM | 57K | $500K+ | SH |
| MAGS | LISTED FDS TR | 15K | $500K+ | SH |
| FBK | FB FINL CORP | 17K | $500K+ | SH |
| TLT | ISHARES TR | 11K | $500K+ | SH |
| DEHP | DIMENSIONAL ETF TRUST | 30K | $500K+ | SH |
| IGPT | INVESCO EXCHANGE TRADED FD T | 16K | $500K+ | SH |
| SHEL | SHELL PLC | 13K | $500K+ | SH |