M Holdings Securities, Inc. - Portfolio Stock Holdings
M Holdings Securities, Inc. disclosed 296 stock positions in a recent SEC 13F filing. $725,762,320 of stock holdings were filed, with the largest holdings including SPY, DFUV, and JPM. This filing represented positions held on June 30, 2026, and was filed on Aug. 11, 2026.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:
June 30, 2026No. of Stocks:
296Est. Stock Holding Value:
$725,762,320Top Stock Holdings By Sector
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Portfolio Stock Holdings - M Holdings Securities, Inc.
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