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Mann Financial Group

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

Central Index Key (CIK): 0002093991

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Positions held by Mann Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mann Financial Group

Mann Financial Group holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	38.1	$39M	58k	669.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	20.2	$20M	234k	87.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	13.7	$14M	139k	100.25	View chart
Ishares Tr Msci Usa Min Vol (USMV)	7.7	$7.8M	82k	95.14	View chart
Ishares Core Msci Emkt (IEMG)	3.1	$3.1M	47k	65.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$2.0M	17k	118.83	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.7	$1.8M	40k	43.92	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.4	$1.4M	14k	104.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$1.4M	2.3k	600.37	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.1	$1.1M	27k	42.03	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	1.1	$1.1M	38k	29.62	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	1.1	$1.1M	32k	34.29	View chart
Microsoft Corporation (MSFT)	1.0	$962k	1.9k	517.96	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.9	$908k	40k	22.72	View chart
Deere & Company (DE)	0.6	$607k	1.3k	457.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$594k	9.1k	65.26	View chart
Ge Aerospace Com New (GE)	0.4	$433k	1.4k	300.82	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$385k	4.8k	80.17	View chart
Amazon (AMZN)	0.3	$341k	1.6k	219.57	View chart
Palantir Technologies Cl A (PLTR)	0.3	$314k	1.7k	182.42	View chart
Occidental Petroleum Corporation (OXY)	0.3	$312k	6.6k	47.25	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$299k	6.0k	49.83	View chart
NVIDIA Corporation (NVDA)	0.3	$284k	1.5k	186.58	View chart
Tesla Motors (TSLA)	0.3	$274k	615.00	444.72	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$272k	3.3k	81.19	View chart
Otter Tail Corporation (OTTR)	0.3	$257k	3.1k	81.97	View chart
Ge Vernova (GEV)	0.3	$253k	412.00	614.90	View chart
Apple (AAPL)	0.2	$249k	976.00	254.64	View chart
Verizon Communications (VZ)	0.2	$244k	5.6k	43.95	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$217k	3.3k	65.00	View chart
Applied Digital Corp Com New (APLD)	0.2	$210k	9.1k	22.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$205k	625.00	328.17	View chart

Past Filings by Mann Financial Group

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

Mann Financial Group 2025 Q3 filed Nov. 12, 2025

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