account_balance
Investment manager · 13F filer · SEC CIK 1569638
M Holdings Securities, Inc.
Reported value$1.6Bas of Sep 30, 2026
Positions620 483 new, 11 sold out
Top 10 weight38.7%SPY alone is 15%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
15.3%Trimmed −2%
AAPLApple Inc.
4.8%New
IVViShares Tr
4.3%New
VEUVanguard Intl Equity Index F
4.1%New
DFUVDimensional ETF Trust
1.9%
QQQInvesco QQQ Tr
1.9%New
MSFTMicrosoft Corp
1.7%New
JPMJPMorgan Chase & Co
1.6%
VTIPVanguard Malvern FDS
1.6%New
DFIVDimensional ETF Trust
1.6%
NVDANVIDIA Corp
1.6%
AMZN1.4%SPYSPDR S&P 500 ETF Trust
15.3%Trimmed −2%
AAPLApple Inc.
4.8%New
IVViShares Tr
4.3%New
VEUVanguard Intl Equity Index F
4.1%New
DFUV1.9%
QQQ1.9%
MSFTJPM1.6%VTIP1.6%
DFIV1.6%
NVDA1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 15.3% Trimmed −2%AAPL Apple Inc. 4.8% New
IVV iShares Tr 4.3% New
VEU Vanguard Intl Equity Index F 4.1% New
DFUV Dimensional ETF Trust 1.9% Held
QQQ Invesco QQQ Tr 1.9% New
MSFT Microsoft Corp 1.7% NewJPM JPMorgan Chase & Co 1.6% HeldVTIP Vanguard Malvern FDS 1.6% New
DFIV Dimensional ETF Trust 1.6% Held
NVDA NVIDIA Corp 1.6% HeldAMZN Amazon.com Inc 1.4% NewWhat changed
Biggest moves since Jun 30, 2026
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