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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 $165.42 million in total holdings as of September 30, 2026.
  • Macco Financial Group, Inc. owns shares of 25 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 8.90% of the portfolio was purchased this quarter.
  • About 2.26% of the portfolio was sold this quarter.
  • This quarter, Macco Financial Group, Inc. has purchased 22 new stocks and bought additional shares in 14 stocks.
  • Macco Financial Group, Inc. sold shares of 5 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

46429B663 - iShares Core High Dividend ETF
$616,630 Holding
594918104 - Microsoft
$231,831 Holding
742718109 - Procter & Gamble
$202,665 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
55,033 shares (about $4.94M)
SPDR Portfolio S&P 500 Growth ETF
31,491 shares (about $3.88M)
SPDR Portfolio Developed World ex-US ETF
16,482 shares (about $827.56K)
Innovator U.S. Equity Buffer ETF - April
13,655 shares (about $746.00K)
iShares Core MSCI EAFE ETF
7,644 shares (about $740.55K)

Largest Sales this Quarter

iShares Russell 2000 ETF
3,715 shares (about $1.03M)
Vanguard Extended Market ETF
3,057 shares (about $708.25K)
Vanguard Value ETF
870 shares (about $187.99K)
SPDR Bloomberg 1-3 Month T-Bill ETF
705 shares (about $64.61K)

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
$61,793,763$4,939,763 ▲8.7%688,43337.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$19,864,492$3,875,911 ▲24.2%161,39512.0%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$18,261,556$827,560 ▲4.7%363,70411.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$11,375,130$187,990 ▼-1.6%52,6436.9%ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$8,485,957$1,738,985 ▼-17.0%115,3305.1%ETF
BAPR
Innovator U.S. Equity Buffer ETF - April
$8,464,901$746,000 ▲9.7%154,9445.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$7,927,166$740,547 ▲10.3%81,8254.8%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$5,251,182$1,032,341 ▼-16.4%18,8973.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,357,645$511,769 ▲13.3%55,5682.6%ETF
INNOVATOR ETFS TRUST
$3,753,289$191,248 ▲5.4%108,6652.3%U S EQ 10 BUFFER
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$3,462,410$622,753 ▲21.9%70,0042.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,814,239$424,399 ▲17.8%12,0621.7%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$2,347,434$64,606 ▼-2.7%25,6161.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,841,504$121,972 ▲7.1%2,6271.1%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,575,280$456,133 ▲40.8%10,1501.0%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$738,336$44,627 ▲6.4%2,9780.4%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$616,630$616,630 ▲New Holding22,0540.4%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$614,759$73,724 ▲13.6%5,2200.4%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$446,216$708,246 ▼-61.3%1,9260.3%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$376,507$94,860 ▲33.7%3,7230.2%ETF
Bank First National Corporation stock logo
BFC
Bank First National
$323,2150.0%2,1720.2%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$231,831$231,831 ▲New Holding4520.1%Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$208,1300.0%2,6000.1%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$202,665$202,665 ▲New Holding1,3950.1%Consumer Staples
Broadwind Energy, Inc. stock logo
BWEN
Broadwind Energy
$87,7800.0%21,0000.1%Industrials

Showing largest 100 holdings. View all holdings.
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