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Macco Financial Group

Latest statistics and disclosures from Macco Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, SPDW, VIG, IEFA, IWM, and represent 65.58% of Macco Financial Group's stock portfolio.
Added to shares of these 10 stocks: VTV (+$7.1M), SPYM (+$7.0M), IWM (+$5.6M), VIG, VGIT, SPDW, IEFA, PULS, VXF, BAPR.
Started 8 new stock positions in VGIT, PULS, BFC, VXF, VYM, AVUV, VTV, IWD.
Reduced shares in these 10 stocks: MGC (-$5.6M), , , , JMEE, SPYG, VO, VTEB, MSFT, ZALT.
Sold out of its positions in USMV, MSFT, SPYV, FLRN, MGC, VTEB.
Macco Financial Group was a net buyer of stock by $17M.
Macco Financial Group has $132M in assets under management (AUM), dropping by 13.52%.
Central Index Key (CIK): 0002111816

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Portfolio Holdings for Macco Financial Group

Macco Financial Group holds 21 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	29.0	$38M	+22%	501k	76.54	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	11.0	$15M	+25%	319k	45.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	11.0	$15M	+39%	68k	215.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.2	$11M	+15%	120k	90.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	6.3	$8.3M	+208%	34k	248.00	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	5.4	$7.1M	-17%	107k	66.77	View chart
Vanguard Index Fds Value Etf (VTV)	5.4	$7.1M	NEW	36k	196.20	View chart
Spdr Series Trust State Street Spd (SPYG)	5.2	$6.8M	-10%	70k	97.91	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	4.2	$5.5M	+18%	113k	48.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.0	$3.9M	-11%	14k	287.17	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	2.7	$3.5M		109k	32.46	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.5	$3.2M	NEW	55k	59.55	View chart
Spdr Series Trust State Street Spd (BIL)	2.2	$2.9M	+13%	32k	91.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.3M	+38%	2.2k	597.64	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.9	$1.2M	NEW	25k	49.50	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.8	$1.0M	NEW	5.1k	205.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$589k	NEW	4.0k	148.10	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$395k	NEW	1.9k	213.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$299k	NEW	2.7k	110.47	View chart
Bank First National Corporation (BFC)	0.2	$293k	NEW	2.2k	135.06	View chart
Broadwind Com New (BWEN)	0.0	$44k		21k	2.08	View chart

Past Filings by Macco Financial Group

SEC 13F filings are viewable for Macco Financial Group going back to 2025

Macco Financial Group 2026 Q1 filed April 23, 2026
Macco Financial Group 2025 Q4 filed Feb. 24, 2026

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