M Holdings Securities
$1.5B Assets Reported
319 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 434,012 | $117M | 7.9% |
| SPY | STATE STR SPDR S&P 500 ETF | 156,130 | $102M | 6.9% |
| VEU | VANGUARD INTL EQUITY INDEX | 896,343 | $74M | 5.0% |
| NHC | NATIONAL HEALTHCARE CORP | 462,411 | $74M | 5.0% |
| IVV | ISHARES TR | 97,699 | $65M | 4.4% |
| NHI | NATIONAL HEALTH INVS INC | 531,179 | $43M | 2.9% |
| DFUV | DIMENSIONAL ETF TRUST | 769,593 | $39M | 2.6% |
| DFIV | DIMENSIONAL ETF TRUST | 595,886 | $31M | 2.1% |
| QQQ | INVESCO QQQ TR | 43,239 | $28M | 1.9% |
| DFAS | DIMENSIONAL ETF TRUST | 369,038 | $27M | 1.8% |
Track M Holdings Securities's 13F portfolio: $1.5B in reported holdings, 319 positions. Top holdings, AUM, and quarterly changes on SentiSense.