Macco Financial Group, Inc. 13F Holdings · Q2 2026
Macco Financial Group, Inc. reported 22 securities worth $153.95M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (36.16%), SPDW (11.37%), SPYG (10.04%). Among its top 25 positions this quarter: 2 new, 12 added, 6 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $55.7M | 36.16% | 633,400 | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $17.5M | 11.37% | 347,222 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $15.5M | 10.04% | 129,904 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $11.7M | 7.58% | 53,513 | Added |
| 5 | JMEE | J P MORGAN EXCHANGE TRADED F | $10.8M | 7.04% | 138,964 | Added |
| 6 | BAPR | INNOVATOR ETFS TRUST | $7.5M | 4.89% | 141,289 | Added |
| 7 | IEFA | ISHARES TR | $7.2M | 4.65% | 74,181 | Trimmed |
| 8 | IWM | ISHARES TR | $6.8M | 4.41% | 22,612 | Trimmed |
| 9 | VO | VANGUARD INDEX FDS | $4.0M | 2.57% | 49,042 | Added |
| 10 | ZALT | INNOVATOR ETFS TRUST | $3.5M | 2.27% | 103,128 | Trimmed |
| 11 | PULS | PGIM ETF TR | $2.8M | 1.85% | 57,413 | Added |
| 12 | BIL | SPDR SERIES TRUST | $2.4M | 1.57% | 26,321 | Trimmed |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $2.4M | 1.57% | 10,243 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $1.7M | 1.09% | 2,453 | Added |
| 15 | VXF | VANGUARD INDEX FDS | $1.2M | 0.80% | 4,983 | Trimmed |
| 16 | VYM | VANGUARD WHITEHALL FDS | $1.1M | 0.74% | 7,211 | Added |
| 17 | IWD | ISHARES TR | $678,319 | 0.44% | 2,798 | Added |
| 18 | AVUV | AMERICAN CENTY ETF TR | $573,147 | 0.37% | 4,594 | Added |
| 19 | BFC | BANK FIRST CORP | $322,216 | 0.21% | 2,172 | Hold |
| 20 | VYMI | VANGUARD WHITEHALL FDS | $273,487 | 0.18% | 2,785 | New |
| 21 | WFC | WELLS FARGO & CO | $214,864 | 0.14% | 2,600 | New |
| 22 | BWEN | BROADWIND INC | $101,430 | 0.07% | 21,000 | Hold |
| 23 | VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR