M Holdings Securities, Inc.
RIA/Wealth
M Holdings Securities, Inc. is a RIA/Wealth based in Portland, OR led by Michael Ski Schoonmaker, reporting $4.1B in AUM as of Q3 2025 with 42% ETF concentration, 70% concentrated in top 10 holdings, and 22% allocation to AAPL.
CEOMichael Ski Schoonmaker
- Portfolio Value
- $458.0M
- Positions
- 78
- Top Holding
- AAPL at 21.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in M Holdings Securities, Inc.'s portfolio (70.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $100.2M | 21.88% | +$100.2M Bought | 0.00% 393.5K shares | |
Medical - Care Facilities Healthcare | $56.3M | 12.29% | +$56.3M Bought | 2.99% 463.2K shares | |
ETF ETF | $53.8M | 11.74% | +$53.8M Bought | — 80.4K shares | |
REIT - Healthcare Facilities Real Estate | $41.1M | 8.97% | — | 1.09% 516.8K shares | |
ETF ETF | $14.6M | 3.19% | +$667.2K Bought | — 465.6K shares | |
ETF ETF | $11.5M | 2.52% | +$11.5M Bought | — 19.2K shares | |
ETF ETF | $11.4M | 2.49% | +$31.4K Bought | — 296.2K shares | |
Household & Personal Products Consumer Defensive | $11.2M | 2.44% | +$11.2M Bought | 0.00% 72.7K shares | |
ETF ETF | $10.7M | 2.34% | -$93.2M Sold | — 16.1K shares | |
ETF ETF | $10.4M | 2.27% | +$77.5K Bought | — 226.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in M Holdings Securities, Inc.'s latest filing
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Analytics
Portfolio insights and performance metrics for M Holdings Securities, Inc.
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