M Holdings Securities, Inc.
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$1.5M
Holdings
288
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: New position (682.8k shares)
7.9%
02
$SPY
STATE STR SPDR S&P 500 ETF
Q1 2026: Sold 3.0% (257.8k → 250.2k shares)
6.9%
03
$VEU
VANGUARD INTL EQUITY INDEX
Q4 2025: New position (192.7k shares)
5.0%
04
$NHC
NATIONAL HEALTHCARE CORP
Held since at least Q1 2024
5.0%
05
$IVV
ISHARES TR
Q1 2026: Increased +25.9% (865.0k → 1.09M shares)
4.4%
06
$NHI
NATIONAL HEALTH INVS INC
Held since at least Q1 2024
2.9%
07
$DFUV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.6%
08
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.1%
09
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +2.0% (58.1k → 59.3k shares)
1.9%
10
$DFAS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:30 UTC.