M Holdings Securities, Inc. - Portfolio overview

M Holdings Securities, Inc. has 298 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 7.93%
2. SPY - STATE STR SPDR S&P 500 ETF, 6.92%
3. VEU - VANGUARD INTL EQUITY INDEX, 5.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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