M Holdings Securities, Inc. - Portfolio Stock Holdings
M Holdings Securities, Inc. disclosed 631 stock positions in a recent SEC 13F filing. $1,603,477,828 of stock holdings were filed, with the largest holdings including SPY, AAPL, and IVV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $3,206,330,654 and has 1442 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
631Est. Stock Holding Value:
$1,603,477,828Top Stock Holdings By Sector
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Portfolio Stock Holdings - M Holdings Securities, Inc.
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% of Portfolio
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