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Home > Institutional Investor > M Holdings Securities, Inc. > Profile

Instuitional Investor - M Holdings Securities, Inc.

Fund Profile
Filing Period:
Fund Name: M Holdings Securities, Inc.
Portfolio Value $2,588
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 321,930 $245,412 15.29%
2.
Apple Inc.
 AAPL 230,683 $77,789 4.85%
3.
Ishares Trust
 IEF 89,857 $68,611 4.28%
4.
Vanguard Intl Equity Index Funds
 VWO 809,211 $65,485 4.08%
5.
Dimensional Etf Trust
 DFAC 548,837 $31,151 1.94%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.