M Holdings Securities, Inc.
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 731,086
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 148 | 731,086 | 13F-HR | M Holdings Securities, Inc. |
| Q1 2026 | 5/12/2026 | 289 | 1,478,859 | 13F-HR | M Holdings Securities, Inc. |
| Q4 2025 | 2/11/2026 | 296 | 1,396,425 | 13F-HR | M Holdings Securities, Inc. |
| Q3 2025 | 11/13/2025 | 87 | 473,063 | 13F-HR | M Holdings Securities, Inc. |
| Q2 2025 | 8/13/2025 | 157 | 583,353 | 13F-HR | M Holdings Securities, Inc. |
| Q1 2014 | 5/12/2014 | 155 | 95,332 | 13F-HR | M Holdings Securities, Inc. |
| Q4 2013 | 2/13/2014 | 181 | 140,280 | 13F-HR | M Holdings Securities, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 214.8 K | 29.4% | 0 | 498.1 K | -498.1 K |
| ETFs | 513.8 K | 70.3% | 0 | 248.4 K | -248.4 K |
| Debt | 2.547 K | 0.3% | 0 | 1.289 K | -1.289 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
731,086
Holdings
148
QoQ value change ($000)
-747,773
(-50.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.