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M Holdings Securities, Inc.
M Holdings Securities, Inc. is a full-service broker-dealer and registered investment adviser headquartered in Portland, Oregon. Founded in 1997, it operates as a wholly owned subsidiary of M Financial Holdings Incorporated. The firm provides a comprehensive array of investment solutions—including investments, insurance, annuities, advisory products, and services—for independent financial professionals, with a focus on high-level service and open-architecture product choice. As of recent filings, it reports approximately $3 billion in regulatory assets under management and serves M Member Firms across the U.S. through a variety of investment and insurance channels. The company employs 50 to 200 staff (estimated) and is regulated by both FINRA and the SEC.
Investment Strategy
M Holdings Securities, Inc. employs an open architecture investment platform, giving its Member Firms significant flexibility to tailor offerings to client needs. It provides access to a broad range of products, including investments, insurance, annuities, and advisory accounts, with a focus on high-net-worth and institutional clients with complex needs. The firm supports independent financial professionals with operations, compliance, and product due diligence, enabling them to build individualized practices while maintaining industry best interests and transparency. The investment advisory approach includes both fee-based and commission-based models, embracing proactive adaptation to changing markets and regulatory environments.
Latest 13F Filing Activity
M Holdings Securities, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 155 equity positions with a total 13F market value of $583M. The fund increased holdings in National Health Invs Inc., SPDR S&P 500 Etf TR, Nvidia Corporation among other positions. M Holdings Securities, Inc. reduced exposure to Ishares TR, Vanguard Index FDS, Ishares TR among others.
Top Holdings
Equity Positions (155)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 16.51% | $96.3M | 155,925 | $482.72 | $617.85 | +$15.5M |
N NHI | NATIONAL HEALTH INVS INC | 6.28% | $36.6M | 516,760 | $70.12 | $70.12 | +$36.6M |
N NVDA | NVIDIA CORPORATION | 4.18% | $24.4M | 154,244 | $135.50 | $157.99 | +$13.2M |
V VCIT | VANGUARD SCOTTSDALE FDS | 3.36% | $19.6M | 236,466 | $78.81 | $82.92 | +$1.7M |
T TSLA | TESLA INC | 3.07% | $17.9M | 55,695 | $304.27 | $317.66 | +$12.4M |
Industry Allocation
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