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Mars Jewett Financial Group

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

Central Index Key (CIK): 0002079098

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

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Portfolio Holdings for Mars Jewett Financial Group

Mars Jewett Financial Group holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	44.3	$149M	3.1M	47.99	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	17.4	$59M	1.6M	36.46	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	9.8	$33M	380k	86.61	View chart
Microsoft Corporation (MSFT)	8.9	$30M	74k	404.37	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	5.5	$19M	391k	47.48	View chart
Apple (AAPL)	1.7	$5.8M	21k	275.50	View chart
Amazon (AMZN)	1.5	$5.2M	25k	204.08	View chart
NVIDIA Corporation (NVDA)	1.3	$4.4M	23k	190.05	View chart
Boeing Company (BA)	1.1	$3.9M	16k	236.26	View chart
Tesla Motors (TSLA)	0.8	$2.9M	6.7k	428.27	View chart
Mfs Active Exchange Traded F Internatinl Etf (MFSI)	0.8	$2.5M	79k	31.98	View chart
Costco Wholesale Corporation (COST)	0.7	$2.3M	2.4k	978.00	View chart
Mfs Active Exchange Traded F Value Etf (MFSV)	0.7	$2.3M	82k	28.12	View chart
Starbucks Corporation (SBUX)	0.6	$1.9M	19k	99.12	View chart
Johnson & Johnson (JNJ)	0.5	$1.7M	6.9k	240.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.6M	2.4k	695.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.6M	2.3k	691.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.4M	2.7k	500.10	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$1.0M	27k	37.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$901k	4.4k	206.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$859k	1.8k	467.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$801k	3.6k	224.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$674k	1.1k	636.05	View chart
Fidelity Merrimack Str Tr Systematic Mun (FMUN)	0.2	$653k	13k	50.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$570k	1.8k	310.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$547k	3.5k	156.50	View chart
Pfizer (PFE)	0.2	$517k	19k	27.73	View chart
JPMorgan Chase & Co. (JPM)	0.1	$473k	1.5k	310.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$389k	1.2k	311.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$342k	4.1k	82.99	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$340k	3.7k	93.16	View chart
Honeywell International (HON)	0.1	$332k	1.4k	242.67	View chart
Netflix (NFLX)	0.1	$277k	3.5k	79.61	View chart
Amgen (AMGN)	0.1	$248k	677.00	366.35	View chart
Halliburton Company (HAL)	0.1	$246k	7.0k	35.03	View chart
Meta Platforms Cl A (META)	0.1	$240k	359.00	668.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$240k	1.0k	229.36	View chart
Caterpillar (CAT)	0.1	$239k	308.00	775.87	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$205k	2.2k	91.48	View chart

Past Filings by Mars Jewett Financial Group

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

Mars Jewett Financial Group 2025 Q4 filed Feb. 17, 2026

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