Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MUSTICO FINANCIAL GROUP, INC. (CIK 2034361) reported $154.0M across 49 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RSP ($31.7M, 20.61%), IVV ($19.8M, 12.87%), FBND ($14.1M, 9.16%), VO ($13.3M, 8.66%), LQD ($13.3M, 8.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $31.7M | 20.61% | 148,683 | Trimmed |
| 2 | IVV | ISHARES TR | $19.8M | 12.87% | 26,684 | Added |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $14.1M | 9.16% | 313,408 | Added |
| 4 | VO | VANGUARD INDEX FDS | $13.3M | 8.66% | 165,601 | Added |
| 5 | LQD | ISHARES TR | $13.3M | 8.64% | 124,812 | Trimmed |
| 6 | NUE | NUCOR CORP | $12.5M | 8.10% | 55,945 | Trimmed |
| 7 | TIP | ISHARES TR | $11.2M | 7.24% | 96,317 | Added |
| 8 | SFY | TIDAL TRUST I | $9.6M | 6.21% | 12,945 | Added |
| 9 | SLV | ISHARES SILVER TR | $2.9M | 1.89% | 55,290 | Trimmed |
| 10 | EWX | SPDR INDEX SHS FDS | $2.3M | 1.51% | 33,760 | Added |
| 11 | STIP | ISHARES TR | $2.1M | 1.36% | 20,567 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 1.02% | 2,108 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $1.6M | 1.01% | 7,547 | Added |
| 14 | IBIT | ISHARES BITCOIN TRUST ETF | $1.5M | 1.01% | 42,846 | Added |
| 15 | PHO | INVESCO EXCHANGE TRADED FD T | $1.3M | 0.83% | 18,583 | Added |
| 16 | AAPL | APPLE INC | $1.2M | 0.75% | 3,478 | Trimmed |
| 17 | GLW | CORNING INC | $1.1M | 0.73% | 4,418 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $927,000 | 0.60% | 2,429 | Trimmed |
| 19 | PFO | FLAHERTY & CRUMRINE PFD INCO | $757,083 | 0.49% | 83,652 | Added |
| 20 | MLN | VANECK ETF TRUST | $699,033 | 0.45% | 40,209 | Added |
| 21 | UNH | UNITEDHEALTH GROUP INC | $629,298 | 0.41% | 1,637 | Added |
| 22 | XRPR | ETF OPPORTUNITIES TRUST | $582,844 | 0.38% | 65,675 | Added |
| 23 | AMAT | APPLIED MATLS INC | $552,613 | 0.36% | 955 | Trimmed |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $536,441 | 0.35% | 1,083 | Hold |
| 25 | VOO | VANGUARD INDEX FDS | $511,392 | 0.33% | 753 | Added |
Source: SEC Form 13F filings · as of 2026-06-30