Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Macco Financial Group, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Macco Financial Group, Inc. (CIK 2111816) reported $153.9M across 22 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($55.7M, 36.16%), SPDW ($17.5M, 11.37%), SPYG ($15.5M, 10.04%), VTV ($11.7M, 7.58%), JMEE ($10.8M, 7.04%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYMSPDR SERIES TRUST$55.7M36.16%633,400Added
2SPDWSPDR INDEX SHS FDS$17.5M11.37%347,222Added
3SPYGSPDR SERIES TRUST$15.5M10.04%129,904Added
4VTVVANGUARD INDEX FDS$11.7M7.58%53,513Added
5JMEEJ P MORGAN EXCHANGE TRADED F$10.8M7.04%138,964Added
6BAPRINNOVATOR ETFS TRUST$7.5M4.89%141,289Added
7IEFAISHARES TR$7.2M4.65%74,181Trimmed
8IWMISHARES TR$6.8M4.41%22,612Trimmed
9VOVANGUARD INDEX FDS$4.0M2.57%49,042Added
10ZALTINNOVATOR ETFS TRUST$3.5M2.27%103,128Trimmed
11PULSPGIM ETF TR$2.8M1.85%57,413Added
12VIGVANGUARD SPECIALIZED FUNDS$2.4M1.57%10,243Trimmed
13BILSPDR SERIES TRUST$2.4M1.57%26,321Trimmed
14VOOVANGUARD INDEX FDS$1.7M1.09%2,453Added
15VXFVANGUARD INDEX FDS$1.2M0.80%4,983Trimmed
16VYMVANGUARD WHITEHALL FDS$1.1M0.74%7,211Added
17IWDISHARES TR$678,3190.44%2,798Added
18AVUVAMERICAN CENTY ETF TR$573,1470.37%4,594Added
19BFCBANK FIRST CORP$322,2160.21%2,172Hold
20VYMIVANGUARD WHITEHALL FDS$273,4870.18%2,785New
21WFCWELLS FARGO & CO$214,8640.14%2,600New
22BWENBROADWIND INC$101,4300.07%21,000Hold
23VGITVANGUARD SCOTTSDALE FDS$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30