Go Pro

Macco Financial Group, Inc. Top Holdings and 13F Report (2026)

About Macco Financial Group, Inc.

Investment Activity

  • Macco Financial Group, Inc. has $153.95 million in total holdings as of June 30, 2026.
  • Macco Financial Group, Inc. owns shares of 22 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 22.15% of the portfolio was purchased this quarter.
  • About 16.39% of the portfolio was sold this quarter.
  • This quarter, Macco Financial Group, Inc. has purchased 21 new stocks and bought additional shares in 12 stocks.
  • Macco Financial Group, Inc. sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

949746101 - Wells Fargo & Company
$214,864 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
132,260 shares (about $11.62M)
SPDR Portfolio S&P 500 Growth ETF
60,092 shares (about $7.15M)
Vanguard Value ETF
17,317 shares (about $3.77M)
Vanguard Mid-Cap ETF
35,305 shares (about $2.84M)

Largest Sales this Quarter

Vanguard Dividend Appreciation ETF
57,290 shares (about $13.56M)
iShares Core MSCI EAFE ETF
46,007 shares (about $4.44M)
iShares Russell 2000 ETF
10,843 shares (about $3.26M)
SPDR Bloomberg 1-3 Month T-Bill ETF
5,500 shares (about $504.02K)
INNOVATOR ETFS TRUST
6,049 shares (about $204.88K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMacco Financial Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$55,663,205$11,623,012 â–²26.4%633,40036.2%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$17,496,495$1,432,737 â–²8.9%347,22211.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$15,457,315$7,150,365 â–²86.1%129,90410.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$11,662,177$3,773,923 â–²47.8%53,5137.6%ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$10,843,335$2,504,757 â–²30.0%138,9647.0%ETF
BAPR
Innovator U.S. Equity Buffer ETF - April
$7,525,052$1,529,627 â–²25.5%141,2894.9%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$7,164,361$4,443,331 â–¼-38.3%74,1814.7%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$6,793,807$3,257,795 â–¼-32.4%22,6124.4%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,951,326$2,844,533 â–²257.0%49,0422.6%ETF
INNOVATOR ETFS TRUST
$3,492,945$204,880 â–¼-5.5%103,1282.3%U S EQ 10 BUFFER
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$2,844,836$1,599,982 â–²128.5%57,4131.8%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,423,686$13,555,889 â–¼-84.8%10,2431.6%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$2,412,052$504,019 â–¼-17.3%26,3211.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,685,025$178,600 â–²11.9%2,4531.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$1,226,749$18,710 â–¼-1.5%4,9830.8%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,139,554$511,069 â–²81.3%7,2110.7%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$678,319$229,824 â–²51.2%2,7980.4%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$573,147$235,547 â–²69.8%4,5940.4%ETF
Bank First National Corporation stock logo
BFC
Bank First National
$322,2160.0%2,1720.2%Finance
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$273,487$273,487 â–²New Holding2,7850.2%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$214,864$214,864 â–²New Holding2,6000.1%Finance
Broadwind Energy, Inc. stock logo
BWEN
Broadwind Energy
$101,4300.0%21,0000.1%Industrials
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$0$3,243,129 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data