M Holdings Securities, Inc.

Q3 2025 13F Holdings

Location
Portland, OR
Holdings as of
9/30/2025
Value ($000)
$473,063
Num holdings
87
Date filed
11/13/2025
Form type
13F-HR
Prev filing
8/13/2025
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type