M Holdings Securities, Inc.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SPDR S&P 500 ETF TR | 0 | 162,838 | +162,838 | 0 | 111,043 | +111,043 |
| VANGUARD INTL EQUITY INDEX F | 0 | 972,309 | +972,309 | 0 | 71,523 | +71,523 |
| ISHARES TR | 0 | 101,277 | +101,277 | 0 | 69,369 | +69,369 |
| DIMENSIONAL ETF TRUST | 0 | 659,432 | +659,432 | 0 | 30,723 | +30,723 |
| DIMENSIONAL ETF TRUST | 0 | 493,899 | +493,899 | 0 | 24,646 | +24,646 |
| JPMORGAN CHASE & CO. | 0 | 75,092 | +75,092 | 0 | 24,196 | +24,196 |
| NVIDIA CORPORATION | 0 | 123,203 | +123,203 | 0 | 22,977 | +22,977 |
| DIMENSIONAL ETF TRUST | 0 | 308,858 | +308,858 | 0 | 21,518 | +21,518 |
| APPLE INC | 0 | 446,064 | +446,064 | 0 | 121,267 | +121,267 |
| ALPHABET INC | 0 | 62,030 | +62,030 | 0 | 19,415 | +19,415 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 37,530 | +37,530 | 0 | 18,864 | +18,864 |
| TESLA INC | 0 | 38,560 | +38,560 | 0 | 17,341 | +17,341 |
| MICROSOFT CORP | 0 | 50,373 | +50,373 | 0 | 24,361 | +24,361 |
| VANGUARD INDEX FDS | 0 | 46,859 | +46,859 | 0 | 15,710 | +15,710 |
| DIMENSIONAL ETF TRUST | 0 | 464,447 | +464,447 | 0 | 15,201 | +15,201 |
| AMAZON COM INC | 0 | 95,993 | +95,993 | 0 | 22,157 | +22,157 |
| VANGUARD INDEX FDS | 0 | 20,708 | +20,708 | 0 | 12,987 | +12,987 |
| DIMENSIONAL ETF TRUST | 0 | 298,856 | +298,856 | 0 | 11,832 | +11,832 |
| ALPHABET INC | 0 | 36,691 | +36,691 | 0 | 11,513 | +11,513 |
| DIMENSIONAL ETF TRUST | 0 | 299,773 | +299,773 | 0 | 11,400 | +11,400 |
| DIMENSIONAL ETF TRUST | 0 | 221,821 | +221,821 | 0 | 10,381 | +10,381 |
| META PLATFORMS INC | 0 | 15,492 | +15,492 | 0 | 10,226 | +10,226 |
| FLEXSHARES TR | 0 | 217,707 | +217,707 | 0 | 9,982 | +9,982 |
| EXXON MOBIL CORP | 0 | 80,690 | +80,690 | 0 | 9,710 | +9,710 |
| SPDR GOLD TR | 0 | 23,759 | +23,759 | 0 | 9,416 | +9,416 |
| DIMENSIONAL ETF TRUST | 0 | 127,606 | +127,606 | 0 | 9,396 | +9,396 |
| HOME DEPOT INC | 0 | 26,142 | +26,142 | 0 | 8,996 | +8,996 |
| VANGUARD INDEX FDS | 0 | 43,820 | +43,820 | 0 | 8,369 | +8,369 |
| SPDR SERIES TRUST | 0 | 91,226 | +91,226 | 0 | 8,336 | +8,336 |
| MERCK & CO INC | 0 | 78,499 | +78,499 | 0 | 8,263 | +8,263 |
| VANGUARD INDEX FDS | 0 | 16,279 | +16,279 | 0 | 7,942 | +7,942 |
| PROCTER AND GAMBLE CO | 0 | 130,338 | +130,338 | 0 | 18,679 | +18,679 |
| VANGUARD TAX-MANAGED FDS | 0 | 115,996 | +115,996 | 0 | 7,246 | +7,246 |
| NATIONAL HEALTHCARE CORP | 0 | 463,220 | +463,220 | 0 | 63,503 | +63,503 |
| VANGUARD SPECIALIZED FUNDS | 0 | 32,337 | +32,337 | 0 | 7,107 | +7,107 |
| BROADCOM INC | 0 | 20,095 | +20,095 | 0 | 6,955 | +6,955 |
| VISA INC | 0 | 18,533 | +18,533 | 0 | 6,500 | +6,500 |
| WALMART INC | 0 | 79,190 | +79,190 | 0 | 8,823 | +8,823 |
| DIMENSIONAL ETF TRUST | 0 | 103,174 | +103,174 | 0 | 6,143 | +6,143 |
| VANGUARD BD INDEX FDS | 0 | 122,755 | +122,755 | 0 | 6,118 | +6,118 |
| PEPSICO INC | 0 | 40,591 | +40,591 | 0 | 5,826 | +5,826 |
| CHEVRON CORP NEW | 0 | 37,650 | +37,650 | 0 | 5,738 | +5,738 |
| MCDONALDS CORP | 0 | 18,761 | +18,761 | 0 | 5,734 | +5,734 |
| BANK AMERICA CORP | 0 | 159,170 | +159,170 | 0 | 8,754 | +8,754 |
| VANGUARD WORLD FD | 0 | 25,838 | +25,838 | 0 | 5,363 | +5,363 |
| DEERE & CO | 0 | 11,373 | +11,373 | 0 | 5,295 | +5,295 |
| ISHARES TR | 0 | 55,600 | +55,600 | 0 | 5,235 | +5,235 |
| ABBVIE INC | 0 | 22,771 | +22,771 | 0 | 5,203 | +5,203 |
| GE AEROSPACE | 0 | 16,596 | +16,596 | 0 | 5,112 | +5,112 |
| DIMENSIONAL ETF TRUST | 0 | 67,918 | +67,918 | 0 | 5,050 | +5,050 |
| FIDELITY MERRIMACK STR TR | 0 | 108,355 | +108,355 | 0 | 4,989 | +4,989 |
| VANGUARD WORLD FD | 0 | 38,039 | +38,039 | 0 | 4,790 | +4,790 |
| VANGUARD WHITEHALL FDS | 0 | 32,390 | +32,390 | 0 | 4,649 | +4,649 |
| NEXTERA ENERGY INC | 0 | 57,125 | +57,125 | 0 | 4,586 | +4,586 |
| ISHARES INC | 0 | 37,721 | +37,721 | 0 | 4,479 | +4,479 |
| JOHNSON & JOHNSON | 0 | 35,562 | +35,562 | 0 | 7,360 | +7,360 |
| ISHARES GOLD TR | 0 | 52,439 | +52,439 | 0 | 4,256 | +4,256 |
| DIMENSIONAL ETF TRUST | 0 | 178,392 | +178,392 | 0 | 4,085 | +4,085 |
| PIMCO ETF TR | 0 | 152,332 | +152,332 | 0 | 4,064 | +4,064 |
| DISNEY WALT CO | 0 | 35,071 | +35,071 | 0 | 3,990 | +3,990 |
| ISHARES TR | 0 | 39,018 | +39,018 | 0 | 3,897 | +3,897 |
| ISHARES SILVER TR | 0 | 58,468 | +58,468 | 0 | 3,767 | +3,767 |
| EA SERIES TRUST | 0 | 66,518 | +66,518 | 0 | 3,665 | +3,665 |
| VANGUARD INDEX FDS | 0 | 14,110 | +14,110 | 0 | 3,640 | +3,640 |
| ISHARES TR | 0 | 40,327 | +40,327 | 0 | 3,608 | +3,608 |
| DIMENSIONAL ETF TRUST | 0 | 108,816 | +108,816 | 0 | 3,584 | +3,584 |
| DIMENSIONAL ETF TRUST | 0 | 93,449 | +93,449 | 0 | 3,551 | +3,551 |
| DUKE ENERGY CORP NEW | 0 | 30,009 | +30,009 | 0 | 3,517 | +3,517 |
| AMERICAN CENTY ETF TR | 0 | 34,226 | +34,226 | 0 | 3,490 | +3,490 |
| J P MORGAN EXCHANGE TRADED F | 0 | 59,894 | +59,894 | 0 | 3,428 | +3,428 |
| ISHARES TR | 0 | 27,742 | +27,742 | 0 | 3,419 | +3,419 |
| ISHARES TR | 0 | 13,765 | +13,765 | 0 | 3,389 | +3,389 |
| CISCO SYS INC | 0 | 43,900 | +43,900 | 0 | 3,382 | +3,382 |
| COCA COLA CO | 0 | 71,457 | +71,457 | 0 | 4,996 | +4,996 |
| DIMENSIONAL ETF TRUST | 0 | 97,722 | +97,722 | 0 | 3,343 | +3,343 |
| ISHARES INC | 0 | 49,148 | +49,148 | 0 | 3,304 | +3,304 |
| VANGUARD BD INDEX FDS | 0 | 44,370 | +44,370 | 0 | 3,286 | +3,286 |
| NETFLIX INC | 0 | 34,977 | +34,977 | 0 | 3,279 | +3,279 |
| DIMENSIONAL ETF TRUST | 0 | 96,778 | +96,778 | 0 | 3,201 | +3,201 |
| REPUBLIC SVCS INC | 0 | 14,950 | +14,950 | 0 | 3,168 | +3,168 |
| AT&T INC | 0 | 123,830 | +123,830 | 0 | 3,076 | +3,076 |
| QUALCOMM INC | 0 | 17,904 | +17,904 | 0 | 3,062 | +3,062 |
| VANGUARD STAR FDS | 0 | 39,729 | +39,729 | 0 | 2,997 | +2,997 |
| PFIZER INC | 0 | 136,804 | +136,804 | 0 | 3,406 | +3,406 |
| ISHARES TR | 0 | 13,811 | +13,811 | 0 | 2,929 | +2,929 |
| ISHARES BITCOIN TRUST ETF | 0 | 58,555 | +58,555 | 0 | 2,907 | +2,907 |
| NEWMONT CORP | 0 | 37,996 | +37,996 | 0 | 3,794 | +3,794 |
| INTERNATIONAL BUSINESS MACHS | 0 | 21,503 | +21,503 | 0 | 6,369 | +6,369 |
| AMERICAN CENTY ETF TR | 0 | 24,590 | +24,590 | 0 | 2,816 | +2,816 |
| PALANTIR TECHNOLOGIES INC | 0 | 15,771 | +15,771 | 0 | 2,803 | +2,803 |
| J P MORGAN EXCHANGE TRADED F | 0 | 47,834 | +47,834 | 0 | 2,780 | +2,780 |
| FIDELITY COVINGTON TRUST | 0 | 75,607 | +75,607 | 0 | 2,766 | +2,766 |
| VERIZON COMMUNICATIONS INC | 0 | 67,447 | +67,447 | 0 | 2,747 | +2,747 |
| VANGUARD INDEX FDS | 0 | 30,969 | +30,969 | 0 | 2,740 | +2,740 |
| ISHARES TR | 0 | 13,488 | +13,488 | 0 | 2,679 | +2,679 |
| ISHARES TR | 0 | 23,517 | +23,517 | 0 | 2,591 | +2,591 |
| FIDELITY COVINGTON TRUST | 0 | 46,203 | +46,203 | 0 | 2,534 | +2,534 |
| VANGUARD WELLINGTON FD | 0 | 16,417 | +16,417 | 0 | 2,519 | +2,519 |
| VANGUARD SCOTTSDALE FDS | 0 | 53,067 | +53,067 | 0 | 2,498 | +2,498 |
| BROWN & BROWN INC | 0 | 31,311 | +31,311 | 0 | 2,495 | +2,495 |