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

About Macco Financial Group, Inc.

Investment Activity

  • Macco Financial Group, Inc. has $132.06 million in total holdings as of March 31, 2026.
  • Macco Financial Group, Inc. owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 27.93% of the portfolio was purchased this quarter.
  • About 14.75% of the portfolio was sold this quarter.
  • This quarter, Macco Financial Group, Inc. has purchased 19 new stocks and bought additional shares in 8 stocks.
  • Macco Financial Group, Inc. sold shares of 4 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

922908744 - Vanguard Value ETF
$7,101,613 Holding
92206C706 - Vanguard Intermediate-Term Treasury ETF
$3,243,129 Holding
69344A107 - PGIM Ultra Short Bond ETF
$1,243,606 Holding
922908652 - Vanguard Extended Market ETF
$1,041,208 Holding
921946406 - Vanguard High Dividend Yield ETF
$588,994 Holding

Largest Purchases this Quarter

Vanguard Value ETF
36,196 shares (about $7.10M)
SPDR Portfolio S&P 500 ETF
91,268 shares (about $6.99M)
iShares Russell 2000 ETF
22,605 shares (about $5.61M)
Vanguard Dividend Appreciation ETF
19,125 shares (about $4.11M)
Vanguard Intermediate-Term Treasury ETF
54,461 shares (about $3.24M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF
8,082 shares (about $791.31K)
Vanguard Mid-Cap ETF
1,755 shares (about $503.98K)
INNOVATOR ETFS TRUST
1,761 shares (about $57.16K)

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
$38,357,246$6,985,651 22.3%501,14029.0%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$14,552,718$2,979,941 25.7%318,78911.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$14,523,582$4,113,004 39.5%67,53311.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$10,880,636$1,422,319 15.0%120,1888.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$8,296,953$5,606,116 208.3%33,4556.3%Finance
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$7,135,287$1,562,881 -18.0%106,8645.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,101,613$7,101,613 New Holding36,1965.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$6,835,332$791,313 -10.4%69,8125.2%ETF
BAPR
Innovator U.S. Equity Buffer ETF - April
$5,513,630$849,803 18.2%112,5694.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,944,851$503,983 -11.3%13,7373.0%ETF
INNOVATOR ETFS TRUST
$3,543,885$57,162 -1.6%109,1772.7%U S EQ 10 BUFFER
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$3,243,129$3,243,129 New Holding54,4612.5%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$2,916,060$356,844 13.9%31,8212.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,310,627$367,549 39.0%2,1931.0%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$1,243,606$1,243,606 New Holding25,1230.9%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$1,041,208$1,041,208 New Holding5,0590.8%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$588,994$588,994 New Holding3,9770.4%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$395,290$395,290 New Holding1,8500.3%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$298,932$298,932 New Holding2,7060.2%ETF
Bank First National Corporation stock logo
BFC
Bank First National
$293,350$293,350 New Holding2,1720.2%Finance
Broadwind Energy, Inc. stock logo
BWEN
Broadwind Energy
$43,6800.0%21,0000.0%Industrials
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$0$5,568,147 -100.0%00.0%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$0$5,058,833 -100.0%00.0%ETF
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$0$3,130,459 -100.0%00.0%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$0$2,324,462 -100.0%00.0%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$0$261,458 -100.0%00.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$0$218,596 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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