Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
M Holdings Securities, Inc. (CIK 1569638) reported $1.48B across 284 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($117.3M, 7.93%), SPY ($102.3M, 6.92%), VEU ($74.3M, 5.03%), NHC ($73.8M, 4.99%), IVV ($65.4M, 4.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $117.3M | 7.93% | 434,012 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF | $102.3M | 6.92% | 156,130 | Trimmed |
| 3 | VEU | VANGUARD INTL EQUITY INDEX | $74.3M | 5.03% | 896,343 | Trimmed |
| 4 | NHC | NATIONAL HEALTHCARE CORP | $73.8M | 4.99% | 462,411 | Trimmed |
| 5 | IVV | ISHARES TR | $65.4M | 4.42% | 97,699 | Trimmed |
| 6 | NHI | NATIONAL HEALTH INVS INC | $43.0M | 2.90% | 531,179 | Hold |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $38.7M | 2.61% | 769,593 | Added |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $31.1M | 2.10% | 595,886 | Added |
| 9 | QQQ | INVESCO QQQ TR | $28.4M | 1.92% | 43,239 | New |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $26.9M | 1.82% | 369,038 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $25.2M | 1.70% | 123,739 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $22.8M | 1.54% | 76,228 | Added |
| 13 | AMZN | AMAZON COM INC | $22.2M | 1.50% | 90,649 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $20.8M | 1.41% | 51,782 | Added |
| 15 | GOOGL | ALPHABET INC | $19.5M | 1.32% | 55,072 | Trimmed |
| 16 | VUSB | VANGUARD BD INDEX FDS | $18.8M | 1.27% | 378,989 | Added |
| 17 | PG | PROCTER & GAMBLE CO | $18.7M | 1.27% | 130,159 | Trimmed |
| 18 | TSLA | TESLA INC | $16.7M | 1.13% | 42,624 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $16.3M | 1.10% | 33,995 | Trimmed |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $15.9M | 1.08% | 469,006 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $14.2M | 0.96% | 42,395 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $14.1M | 0.95% | 21,326 | Added |
| 23 | GOOG | ALPHABET INC | $13.6M | 0.92% | 36,210 | Trimmed |
| 24 | DUHP | DIMENSIONAL ETF TRUST | $11.7M | 0.79% | 301,920 | Added |
| 25 | DFAC | DIMENSIONAL ETF TRUST | $11.6M | 0.78% | 298,505 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31