M Holdings Securities, Inc. — 13F holdings

M Holdings Securities, Inc. reported 148 holdings worth $731M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $244M (33.4%)
  2. DFUV DIMENSIONAL ETF TRUST — $30.7M (4.2%)
  3. JPM JPMORGAN CHASE & CO. — $24.7M (3.4%)
  4. DFIV DIMENSIONAL ETF TRUST — $23.7M (3.2%)
  5. NVDA NVIDIA CORPORATION — $23.7M (3.2%)
  6. GOOGL ALPHABET INC — $19.6M (2.7%)
  7. DIMENSIONAL ETF TRUST — $19.3M (2.6%)
  8. VUSB VANGUARD BD INDEX FDS — $18.1M (2.5%)
  9. GOOG ALPHABET INC — $12.4M (1.7%)
  10. DIMENSIONAL ETF TRUST — $11.0M (1.5%)