M Holdings Securities, Inc.

Institutional manager (13F) · CIK 1569638

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1M

#	Issuer	Value	Shares
1	APPLE INC	$117k	434,012
2	STATE STR SPDR S&P 500 ETF	$102k	156,130
3	VANGUARD INTL EQUITY INDEX	$74k	896,343
4	NATIONAL HEALTHCARE CORP	$74k	462,411
5	ISHARES TR	$65k	97,699
6	NATIONAL HEALTH INVS INC	$43k	531,179
7	DIMENSIONAL ETF TRUST	$39k	769,593
8	DIMENSIONAL ETF TRUST	$31k	595,886
9	INVESCO QQQ TR	$28k	43,239
10	DIMENSIONAL ETF TRUST	$27k	369,038
11	NVIDIA CORPORATION	$25k	123,739
12	JPMORGAN CHASE & CO	$23k	76,228
13	AMAZON COM INC	$22k	90,649
14	MICROSOFT CORP	$21k	51,782
15	ALPHABET INC	$19k	55,072
16	VANGUARD BD INDEX FDS	$19k	378,989
17	PROCTER & GAMBLE CO	$19k	130,159
18	TESLA INC	$17k	42,624
19	BERKSHIRE HATHAWAY INC DEL	$16k	33,995
20	DIMENSIONAL ETF TRUST	$16k	469,006
21	VANGUARD INDEX FDS	$14k	42,395
22	VANGUARD INDEX FDS	$14k	21,326
23	ALPHABET INC	$14k	36,210
24	DIMENSIONAL ETF TRUST	$12k	301,920
25	DIMENSIONAL ETF TRUST	$12k	298,505
26	EXXON MOBIL CORP	$11k	73,167
27	DIMENSIONAL ETF TRUST	$11k	141,275
28	FLEXSHARES TR	$11k	190,934
29	DIMENSIONAL ETF TRUST	$10k	221,821
30	META PLATFORMS INC	$9k	14,879
31	BROADCOM INC	$9k	20,802
32	SPDR GOLD TR	$9k	19,662
33	VANGUARD INDEX FDS	$8k	83,665
34	HOME DEPOT INC	$8k	26,383
35	VANGUARD INDEX FDS	$8k	40,677
36	WALMART INC	$8k	61,109
37	JOHNSON & JOHNSON	$8k	32,428
38	SPDR SERIES TRUST	$7k	79,203
39	CHEVRON CORPORATION	$7k	38,052
40	VANGUARD WORLD FD	$7k	45,028
41	MERCK & CO INC	$7k	61,723
42	VANGUARD SPECIALIZED FUNDS	$7k	31,716
43	VANGUARD TAX-MANAGED FDS	$7k	99,811
44	DEERE & CO	$7k	11,371
45	VANGUARD WORLD FD	$7k	28,978
46	NEXTERA ENERGY INC	$7k	68,928
47	DIMENSIONAL ETF TRUST	$6k	103,174
48	BANK AMERICA CORP	$6k	128,884
49	GE AEROSPACE	$6k	21,612
50	INTERNATIONAL BUSINESS MACH	$6k	27,576

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.