Mml Investors Services, Llc Portfolio Stock Holdings
Mml Investors Services, Llc disclosed 2995 stock positions valued at approximately $36.1 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 2995
- Portfolio Value
- $36.1B
Holdings by Sector
Mml Investors Services, Llc Portfolio Holdings in Q1 2026
2698 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 3.30% | 1,822,421 | -24,970 | -1.35% | $1,190,423,687 |
| NVIDIA CORPORATION | NVDA | Technology | 1.88% | 3,881,649 | +65,137 | +1.71% | $676,959,605 |
| APPLE INC | AAPL | Technology | 1.81% | 2,570,695 | -207,424 | -7.47% | $652,416,792 |
| MICROSOFT CORP | MSFT | Technology | 1.38% | 1,347,117 | -88,846 | -6.19% | $498,662,336 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.35% | 7,600,217 | -746,396 | -8.94% | $487,021,875 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.23% | 2,125,246 | -181,910 | -7.88% | $442,624,994 |
| INVESCO QQQ TR | QQQ | Other | 1.21% | 756,926 | -148,443 | -16.40% | $436,882,524 |
| ISHARES INC | IEMG | Other | 1.20% | 6,222,866 | -1,068,080 | -14.65% | $434,044,927 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.17% | 7,237,106 | -1,406,651 | -16.27% | $421,054,829 |
| VANGUARD INDEX FDS | VOO | Other | 1.13% | 679,381 | -121,671 | -15.19% | $405,964,263 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.11% | 613,228 | -117,359 | -16.06% | $398,806,795 |
| ISHARES TR | IVW | Other | 1.05% | 3,335,976 | -309,228 | -8.48% | $377,332,254 |
| ALPHABET INC | GOOGL | Communication Services | 1.02% | 1,279,205 | -195,890 | -13.28% | $367,848,192 |
| ISHARES TR | IEFA | Other | 1.01% | 4,020,374 | -87,498 | -2.13% | $363,964,414 |
| ISHARES TR | IVE | Other | 1.01% | 1,721,079 | -382,453 | -18.18% | $363,405,874 |
| ISHARES TR | IUSB | Other | 0.93% | 7,265,228 | -172,727 | -2.32% | $335,580,902 |
| ISHARES TR | EFV | Other | 0.81% | 3,937,150 | -543,790 | -12.14% | $292,727,079 |
| VANGUARD INDEX FDS | VUG | Other | 0.80% | 663,015 | -110,746 | -14.31% | $289,598,413 |
| ISHARES TR | QUAL | Other | 0.75% | 1,417,664 | -433,005 | -23.40% | $271,922,201 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.73% | 9,069,139 | -2,657,286 | -22.66% | $264,184,005 |
| META PLATFORMS INC | META | Communication Services | 0.72% | 452,507 | -56,737 | -11.14% | $258,892,888 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.65% | 795,261 | -150,009 | -15.87% | $233,934,034 |
| VANGUARD INDEX FDS | VTV | Other | 0.64% | 1,173,261 | -213,437 | -15.39% | $230,193,824 |
| FIDELITY COVINGTON TRUST | FELG | Other | 0.64% | 6,118,699 | -224,892 | -3.55% | $229,390,024 |
| ISHARES TR | DGRO | Other | 0.61% | 3,122,246 | -447,884 | -12.55% | $219,119,207 |
| ISHARES TR | MUB | Other | 0.57% | 1,947,693 | -81,008 | -3.99% | $206,747,638 |
| BROADCOM INC | AVGO | Technology | 0.57% | 659,935 | -37,253 | -5.34% | $204,256,380 |
| ISHARES TR | IWF | Other | 0.54% | 459,566 | -67,212 | -12.76% | $195,959,127 |
| ISHARES TR | IJH | Other | 0.54% | 2,896,473 | -412,674 | -12.47% | $195,598,832 |
| VANGUARD BD INDEX FDS | BND | Other | 0.54% | 2,644,586 | -140,046 | -5.03% | $194,747,315 |
| ALPHABET INC | GOOG | Communication Services | 0.51% | 639,018 | -50,739 | -7.36% | $183,308,606 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.50% | 4,271,791 | -649,485 | -13.20% | $181,722,010 |
| ISHARES TR | EFG | Other | 0.48% | 1,541,314 | +1,150,931 | +294.82% | $171,656,140 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.46% | 5,368,583 | -929,651 | -14.76% | $164,708,130 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.45% | 3,272,285 | -918,604 | -21.92% | $161,552,704 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.44% | 2,913,486 | -163,565 | -5.32% | $157,473,935 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.43% | 2,741,652 | -321,770 | -10.50% | $155,396,858 |
| SPDR SERIES TRUST | SPLG | Other | 0.43% | 2,028,092 | -375,275 | -15.61% | $155,230,175 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.42% | 1,143,014 | -197,176 | -14.71% | $151,906,530 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.42% | 314,685 | +8,772 | +2.87% | $150,797,017 |
| ISHARES TR | MTUM | Other | 0.42% | 626,007 | -68,442 | -9.86% | $150,235,467 |
| ISHARES TR | IJR | Other | 0.42% | 1,207,467 | -145,911 | -10.78% | $150,100,248 |
| SPDR GOLD TR | GLD | Other | 0.41% | 344,770 | -75,076 | -17.88% | $148,351,228 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.41% | 1,833,494 | -138,677 | -7.03% | $147,742,935 |
| VANGUARD INDEX FDS | VTI | Other | 0.41% | 455,873 | -23,947 | -4.99% | $146,248,761 |
| ISHARES TR | GOVT | Other | 0.40% | 6,218,729 | +3,738,116 | +150.69% | $142,471,085 |
| ELI LILLY & CO | LLY | Healthcare | 0.39% | 151,246 | -805 | -0.53% | $139,111,847 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.38% | 2,670,558 | -190,967 | -6.67% | $138,682,076 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.38% | 721,889 | +236,892 | +48.84% | $138,544,931 |
| ISHARES TR | TLH | Other | 0.38% | 1,364,327 | -486,125 | -26.27% | $137,415,046 |
| ISHARES TR | AGG | Other | 0.37% | 1,359,041 | -206,419 | -13.19% | $134,912,045 |
| ISHARES TR | MBB | Other | 0.37% | 1,412,423 | -334,150 | -19.13% | $134,109,536 |
| TESLA INC | TSLA | Consumer Cyclical | 0.36% | 353,885 | -10,672 | -2.93% | $131,556,615 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 0.36% | 1,728,779 | -51,415 | -2.89% | $130,937,739 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.36% | 3,212,572 | -431,294 | -11.84% | $129,113,284 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.35% | 376,221 | -78,592 | -17.28% | $127,143,849 |
| VISA INC | V | Financial Services | 0.35% | 419,490 | -53,251 | -11.26% | $126,786,636 |
| WALMART INC | WMT | Consumer Defensive | 0.35% | 1,009,285 | -164,039 | -13.98% | $125,433,973 |
| ABBVIE INC | ABBV | Healthcare | 0.33% | 551,567 | -107,956 | -16.37% | $119,960,270 |
| EXXON MOBIL CORP | XOM | Energy | 0.33% | 695,664 | -118,839 | -14.59% | $118,026,274 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.32% | 116,974 | -16,892 | -12.62% | $116,556,466 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.32% | 2,960,209 | -482,902 | -14.03% | $113,731,224 |
| SPDR SERIES TRUST | SPYG | Other | 0.30% | 1,120,507 | +14,898 | +1.35% | $109,708,872 |
| NETFLIX INC. | NFLX | Communication Services | 0.30% | 1,129,069 | +28,141 | +2.56% | $108,559,957 |
| ISHARES TR | LQD | Other | 0.30% | 995,764 | -29,718 | -2.90% | $108,528,335 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.29% | 493,250 | -97,474 | -16.50% | $106,078,364 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.29% | 641,894 | -110,533 | -14.69% | $103,813,466 |
| CHEVRON CORPORATION | CVX | Energy | 0.28% | 492,077 | -32,412 | -6.18% | $101,810,771 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.28% | 3,002,233 | -624,646 | -17.22% | $101,385,415 |
| ISHARES GOLD TR | IAU | Other | 0.28% | 1,131,583 | -975,089 | -46.29% | $99,760,325 |
| VANECK ETF TRUST | SMH | Other | 0.28% | 258,729 | -21,879 | -7.80% | $99,196,679 |
| VANGUARD INDEX FDS | VBK | Other | 0.27% | 327,717 | -44,180 | -11.88% | $99,052,502 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.27% | 2,159,388 | -307,685 | -12.47% | $98,511,275 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.27% | 2,154,387 | +348,972 | +19.33% | $98,347,787 |
| VANGUARD INDEX FDS | VB | Other | 0.27% | 375,337 | -65,364 | -14.83% | $98,308,297 |
| ISHARES TR | IWY | Other | 0.27% | 394,279 | +12,465 | +3.26% | $98,112,465 |
| VANGUARD INDEX FDS | VO | Other | 0.27% | 335,502 | -48,541 | -12.64% | $96,349,394 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.26% | 2,816,834 | -365,295 | -11.48% | $93,997,735 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.26% | 390,837 | -48,479 | -11.04% | $92,870,771 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.26% | 1,357,751 | -139,127 | -9.29% | $92,707,264 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.25% | 270,080 | -54,225 | -16.72% | $88,826,467 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.25% | 534,689 | -131,449 | -19.73% | $88,405,451 |
| CATERPILLAR INC | CAT | Industrials | 0.24% | 123,525 | -25,384 | -17.05% | $87,512,190 |
| RTX CORPORATION | RTX | Industrials | 0.24% | 450,284 | +34,373 | +8.26% | $86,859,702 |
| PACER FDS TR | COWZ | Other | 0.24% | 1,372,593 | -325,280 | -19.16% | $85,869,449 |
| ISHARES TR | IWD | Other | 0.24% | 401,072 | -54,212 | -11.91% | $85,697,128 |
| ISHARES TR | IGSB | Other | 0.23% | 1,596,473 | -30,772 | -1.89% | $83,910,627 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.23% | 1,349,399 | +112,883 | +9.13% | $82,664,203 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 0.22% | 1,631,854 | -123,802 | -7.05% | $80,711,502 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.22% | 1,671,795 | -112,755 | -6.32% | $80,329,738 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.21% | 154,951 | -18,880 | -10.86% | $77,422,835 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.21% | 522,526 | -104,611 | -16.68% | $77,386,134 |
| VANGUARD INDEX FDS | VV | Other | 0.21% | 257,442 | -41,118 | -13.77% | $76,936,590 |
| ISHARES TR | IEUR | Other | 0.21% | 1,083,579 | -385,737 | -26.25% | $76,143,111 |
| SPDR SERIES TRUST | SPHY | Other | 0.21% | 3,222,719 | -155,395 | -4.60% | $75,153,797 |
| ISHARES TR | IAGG | Other | 0.21% | 1,484,389 | +4,584 | +0.31% | $74,278,804 |
| CISCO SYS INC | CSCO | Technology | 0.21% | 956,310 | -215,695 | -18.40% | $74,200,126 |
| ISHARES TR | ITA | Other | 0.20% | 334,192 | -390,843 | -53.91% | $73,104,421 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.20% | 497,533 | -28,798 | -5.47% | $72,779,125 |
| MORGAN STANLEY | MS | Financial Services | 0.20% | 436,384 | -66,741 | -13.27% | $71,815,671 |