M Holdings Securities, Inc.: 13F holdings
CIK 15696382026Q2
| Positions | 148 |
|---|---|
| Reported value | $731.1m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF | 329,216 | $244.2m | 33.4% |
| YM=F DIMENSIONAL ETF TRUST | 557,561 | $30.7m | 4.2% |
| JPM JPMORGAN CHASE & CO | 75,214 | $24.7m | 3.4% |
| DFIV DIMENSIONAL ETF TRUST | 438,482 | $23.7m | 3.2% |
| NVDA NVIDIA CORPORATION | 119,383 | $23.7m | 3.2% |
| GOOGL ALPHABET INC | 55,041 | $19.6m | 2.7% |
| DIMENSIONAL ETF TRUST | 235,674 | $19.3m | 2.6% |
| VUSB VANGUARD BD INDEX FDS | 363,073 | $18.1m | 2.5% |
| GOOG ALPHABET INC | 35,337 | $12.4m | 1.7% |
| DIMENSIONAL ETF TRUST | 135,279 | $11.0m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1569638")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.