13F Insight
DOSSIER · 13F-HR · Q1 2026

M Holdings Securities, Inc.

$1.5B in tracked AUM across 289 positions as of Q1 2026.

MH
CIK 0001569638 · last filed Mar 31, 2026
Total AUM
$1.5B
as of Q1 2026
Holdings
289
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

M Holdings Securities, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$117M434K7.9%02
SPY
STATE STR SPDR S&P 500 ETF
$102M156K6.9%03
VEU
VANGUARD INTL EQUITY INDEX
$74M896K5.0%04
NHC
NATIONAL HEALTHCARE CORP
$74M462K5.0%05
IVV
ISHARES TR
$65M98K4.4%06
NHI
NATIONAL HEALTH INVS INC
$43M531K2.9%07
DFUV
DIMENSIONAL ETF TRUST
$39M770K2.6%08
DFIV
DIMENSIONAL ETF TRUST
$31M596K2.1%09
QQQ
INVESCO QQQ TR
$28M43K1.9%10
DFAS
DIMENSIONAL ETF TRUST
$27M369K1.8%

Filing history

2026Q1Mar 31
$1.5B▲ 5.9%
289 positionsView →2025Q4Dec 31
$1.4B▲ 195.2%
296 positionsView →2025Q3Sep 30
$473M▼ 18.9%
87 positionsView →2025Q2Jun 30
$583M▼ 2.9%
157 positionsLocked2025Q1Mar 31
$601M▼ 3.1%
140 positionsLocked2024Q4Dec 31
$620M▲ 56.0%
137 positionsLocked2024Q3Sep 30
$398M▼ 48.5%
94 positionsLocked2024Q2Jun 30
$771M▲ 29.7%
334 positionsLocked2024Q1Mar 31
$595M▼ 32.8%
128 positionsLocked2023Q4Dec 31
$885M▲ 16.8%
186 positionsLocked2023Q3Sep 30
$758M▲ 56.3%
200 positionsLocked2023Q2Jun 30
$485M▼ 49.8%
207 positionsLocked
Showing 12 of 48