1y return+17.4%S&P 500 +20.9%
3y return+51.3%S&P 500 +68.5%
5y return+42.0%S&P 500 +74.5%
10y return+141.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $241 against $357 in the S&P 500.2
Mml Investors Services, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $2.1B | 4.3% | +55.3% |
| NVDANvidia Corporation | $906.0M | 1.8% | +16.7% |
| AAPLApple Inc | $890.6M | 1.8% | +19.7% |
| QQQInvesco Qqq Tr | $667.6M | 1.4% | +19.8% |
| VEAVanguard Tax-managed Fds | $652.0M | 1.3% | +20.4% |
| DYNFBlackrock Etf Trust | $621.0M | 1.3% | +26.2% |
| MSFTMicrosoft Corp | $610.0M | 1.2% | +21.4% |
| VOOVanguard Index Fds | $586.0M | 1.2% | +25.6% |
| AMZNAmazon Com Inc | $577.0M | 1.2% | +13.9% |
| IVWIshares Tr | $547.8M | 1.1% | +19.4% |
| GOOGLAlphabet Inc | $542.2M | 1.1% | +18.6% |
| IUSBIshares Tr | $526.4M | 1.1% | +57.0% |
| SPYState Str Spdr S&p 500 Etf T | $515.2M | 1.1% | +12.5% |
| IEMGIshares Inc | $495.9M | 1.0% | −3.8% |
| IEFAIshares Tr | $447.7M | 0.9% | +15.3% |
| VUGVanguard Index Fds | $399.9M | 0.8% | +16.7% |
| IVEIshares Tr | $384.9M | 0.8% | −1.5% |
| SCHGSchwab Strategic Tr | $366.9M | 0.7% | +19.5% |
| BDYNBlackrock Etf Trust | $345.7M | 0.7% | +20.1% |
| BAIBlackrock Etf Trust | $324.8M | 0.7% | +17.7% |
| FELGFidelity Covington Trust | $314.8M | 0.6% | +17.6% |
| METAMeta Platforms Inc | $312.8M | 0.6% | +22.7% |
| JPMJpmorgan Chase & Co | $311.2M | 0.6% | +19.6% |
| VTVVanguard Index Fds | $309.7M | 0.6% | +21.1% |
| AVGOBroadcom Inc | $308.5M | 0.6% | +23.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $906.0M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $308.5M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $213.6M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $211.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $542.2M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $270.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $311.2M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $366.9M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $547.8M |
| MTUMIshares Tr | June 30, 2020 | +161.7% | $284.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $16.1M
- HYGWIshares Tr was $4.1M
- Carnival CorpCUSIP 143658300 was $3.7M
- CTRACoterra Energy Inc was $3.4M
- ALAIThe Alger Etf Trust was $3.3M
- Two Rds Shared TrCUSIP 90214Q766 was $3.0M
- GDENGolden Entmt Inc was $2.5M
- DLFEFirst Tr Exchng Traded Fd Vi was $2.0M
- GDDYGodaddy Inc was $1.9M
- Dupont De Nemours IncCUSIP 26614N102 was $1.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +8.5% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −14.6% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +6.5% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mml Investors Services, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=701059&type=13F-HR&dateb=&owner=include&count=40CIK 701059
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/701059/000070105926000016/Filed August 7, 2026 · accession 0000701059-26-000016