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 201–250 of 296
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPEM | SPDR INDEX SHS FDS | 19K | $500K+ | SH |
| LVHI | LEGG MASON ETF INVT | 25K | $500K+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 33K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 32K | $500K+ | SH |
| THRO | BLACKROCK ETF TRUST | 23K | $500K+ | SH |
| ARKF | ARK ETF TR | 18K | $500K+ | SH |
| FSK | FS KKR CAP CORP | 58K | $500K+ | SH |
| PECO | PHILLIPS EDISON & CO INC | 24K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 11K | $500K+ | SH |
| IAGG | ISHARES TR | 17K | $500K+ | SH |
| PHYL | PGIM ETF TR | 24K | $500K+ | SH |
| SPTM | SPDR SERIES TRUST | 10K | $500K+ | SH |
| USB | US BANCORP DEL | 15K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 10K | $500K+ | SH |
| SPDW | SPDR INDEX SHS FDS | 18K | $500K+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 33K | $500K+ | SH |
| RFG | INVESCO EXCHANGE TRADED FD T | 14K | $500K+ | SH |
| KD | KYNDRYL HLDGS INC | 27K | $500K+ | SH |
| BAI | BLACKROCK ETF TRUST | 21K | $500K+ | SH |
| TCHP | T ROWE PRICE ETF INC | 14K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 10K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 23K | $500K+ | SH |
| FLQM | FRANKLIN TEMPLETON ETF TR | 12K | $500K+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 11K | $500K+ | SH |
| GSG | ISHARES S&P GSCI COMMODITY- | 28K | $500K+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 13K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 14K | $500K+ | SH |
| SDIV | GLOBAL X FDS | 25K | $500K+ | SH |
| DVN | DEVON ENERGY CORP NEW | 17K | $500K+ | SH |
| XTEN | BONDBLOXX ETF TRUST | 13K | $500K+ | SH |
| SWAN | AMPLIFY ETF TR | 19K | $500K+ | SH |
| F | FORD MTR CO | 46K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 10K | $500K+ | SH |
| BINC | BLACKROCK ETF TRUST II | 11K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 24K | $500K+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 17K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 21K | $500K+ | SH |
| SUSB | ISHARES TR | 22K | $500K+ | SH |
| PINS | PINTEREST INC | 21K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 11K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 18K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 10K | $500K+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 13K | $500K+ | SH |
| GSK | GSK PLC | 11K | $500K+ | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 16K | $100K–$500K | SH |
| GMAY | FIRST TR EXCHNG TRADED FD VI | 12K | $100K–$500K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 15K | $100K–$500K | SH |
| DES | WISDOMTREE TR | 15K | $100K–$500K | SH |
| ETH | GRAYSCALE ETHEREUM MINI TR E | 17K | $100K–$500K | SH |