Macco Financial Group

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

  • Top 5 stock holdings are SPYM, SPDW, SPYG, VTV, JMEE, and represent 72.18% of Macco Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: SPYM (+$12M), SPYG (+$7.2M), VTV, VO, JMEE, PULS, BAPR, SPDW, VYM, VYMI.
  • Started 2 new stock positions in WFC, VYMI.
  • Reduced shares in these 7 stocks: VIG (-$14M), IEFA, IWM, , BIL, ZALT, VXF.
  • Sold out of its position in VGIT.
  • Macco Financial Group was a net buyer of stock by $8.9M.
  • Macco Financial Group has $154M in assets under management (AUM), dropping by 16.57%.
  • Central Index Key (CIK): 0002111816

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Portfolio Holdings for Macco Financial Group

Macco Financial Group holds 22 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str P500etf (SPYM) 36.2 $56M +26% 633k 87.88
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 11.4 $18M +8% 347k 50.39
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Spdr Series Trust ST STR P500GRW (SPYG) 10.0 $16M +86% 130k 118.99
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Vanguard Index Fds Value Etf (VTV) 7.6 $12M +47% 54k 217.93
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J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 7.0 $11M +30% 139k 78.03
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Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 4.9 $7.5M +25% 141k 53.26
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Ishares Tr Core Msci Eafe (IEFA) 4.7 $7.2M -38% 74k 96.58
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Ishares Tr Russell 2000 Etf (IWM) 4.4 $6.8M -32% 23k 300.45
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Vanguard Index Fds Mid Cap Etf (VO) 2.6 $4.0M +257% 49k 80.57
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Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 2.3 $3.5M -5% 103k 33.87
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.8 $2.8M +128% 57k 49.55
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Vanguard Specialized Funds Div App Etf (VIG) 1.6 $2.4M -84% 10k 236.62
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Spdr Series Trust St Str Blo 1 Etf (BIL) 1.6 $2.4M -17% 26k 91.64
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.7M +11% 2.5k 686.92
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.8 $1.2M 5.0k 246.19
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Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.1M +81% 7.2k 158.03
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Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $678k +51% 2.8k 242.43
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $573k +69% 4.6k 124.76
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Bank First National Corporation (BFC) 0.2 $322k 2.2k 148.35
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $274k NEW 2.8k 98.20
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Wells Fargo & Company (WFC) 0.1 $215k NEW 2.6k 82.64
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Broadwind Com New (BWEN) 0.1 $101k 21k 4.83
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Past Filings by Macco Financial Group

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