§ 13F · FUND PROFILE
M Holdings Securities, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $583.4B (13F)Positions · 157Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$564.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 446K | $121.3B | 8.7% | +13% |
| 2 | SPY | SPDR S&P 500 ETF TR | 163K | $111.0B | 8.0% | +914% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 972K | $71.5B | 5.1% | — |
| 4 | IVV | ISHARES TR | 101K | $69.4B | 5.0% | +26% |
| 5 | NHC | NATIONAL HEALTHCARE CORP | 463K | $63.5B | 4.5% | ±0% |
| 6 | NHI | NATIONAL HEALTH INVS INC | 531K | $40.6B | 2.9% | +3% |
| 7 | DFUV | DIMENSIONAL ETF TRUST | 659K | $30.7B | 2.2% | — |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 494K | $24.6B | 1.8% | NEW |
| 9 | MSFT | MICROSOFT CORP | 50K | $24.4B | 1.7% | +271% |
| 10 | JPM | JPMORGAN CHASE & CO. | 75K | $24.2B | 1.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE M SIGNAL
AC read
M Holdings Securities, Inc. is a Other fund managing $583.4 trillion in assets. The fund runs a portfolio of 157 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed