Mach-1 Financial Group, LLC Top Holdings and 13F Report (2026) About Mach-1 Financial Group, LLCInvestment ActivityMach-1 Financial Group, LLC has $284.05 million in total holdings as of March 31, 2026.Mach-1 Financial Group, LLC owns shares of 161 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 10.68% of the portfolio was purchased this quarter.About 80.69% of the portfolio was sold this quarter.This quarter, Mach-1 Financial Group, LLC has purchased 296 new stocks and bought additional shares in 40 stocks.Mach-1 Financial Group, LLC sold shares of 107 stocks and completely divested from 148 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $29,102,546First Trust Growth Strength ETF $18,612,582Vanguard Intermediate-Term Bond ETF $12,675,349Avantis U.S. Large Cap Value ETF $12,666,340FIRST TR EXCHANGE-TRADED FD $12,005,908 Largest New Holdings this Quarter 33733E732 - FIRST TR EXCHANGE-TRADED FD $8,004,835 HoldingG87052109 - TE CONNECTIVITY PLC $1,069,555 Holding969457100 - Williams Companies $621,105 Holding443510607 - Hubbell $449,518 HoldingG54950103 - LINDE PLC $319,269 Holding Largest Purchases this Quarter FIRST TR EXCHANGE-TRADED FD 477,330 shares (about $8.00M)iShares Russell 2000 Growth ETF 12,606 shares (about $3.96M)JPMorgan Core Plus Bond ETF 68,318 shares (about $3.22M)First Trust Growth Strength ETF 53,396 shares (about $1.82M)TE CONNECTIVITY PLC 5,117 shares (about $1.07M) Largest Sales this Quarter WALMART INC 172,640 shares (about $21.46M)Apple 33,950 shares (about $8.62M)NVIDIA 47,106 shares (about $8.22M)Microsoft 16,335 shares (about $6.05M)First Trust SMID Cap Rising Dividend Achievers ETF 142,373 shares (about $5.61M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMach-1 Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJCPBJPMorgan Core Plus Bond ETF$29,102,546$3,216,411 â–²12.4%618,15110.2%ETFFTGSFirst Trust Growth Strength ETF$18,612,582$1,817,921 â–²10.8%546,6896.6%ETFBIVVanguard Intermediate-Term Bond ETF$12,675,349$867,426 â–²7.3%164,2314.5%ETFAVLVAvantis U.S. Large Cap Value ETF$12,666,340$372,824 â–²3.0%157,1304.5%ETFFIRST TR EXCHANGE-TRADED FD$12,005,908$684,366 â–²6.0%572,8004.2%CORE INVESTMENTQQQInvesco QQQ$11,701,841$1,279,104 â–¼-9.9%20,2734.1%FinanceJPSTJPMorgan Ultra-Short Income ETF$10,181,426$176,427 â–²1.8%201,1743.6%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$10,024,491$794,229 â–²8.6%404,7013.5%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$9,506,794$76,200 â–¼-0.8%187,1413.3%ETFRDVYFirst Trust Rising Dividend Achievers ETF$9,080,805$1,403,444 â–¼-13.4%132,9923.2%ManufacturingFIRST TR EXCHANGE-TRADED FD$8,004,835$8,004,835 â–²New Holding477,3302.8%WCM INTL EQUITYWALMART INC$7,592,487$21,455,975 â–¼-73.9%61,0912.7%COMFIRST TR EXCHANGE-TRADED FD$7,476,879$955,518 â–²14.7%360,3312.6%INTERMEDIATE DURSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$5,701,322$5,613,787 â–¼-49.6%144,5932.0%ETFIWOiShares Russell 2000 Growth ETF$5,691,773$3,956,029 â–²227.9%18,1372.0%ETFIEFAiShares Core MSCI EAFE ETF$5,253,909$673,634 â–²14.7%58,0351.8%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$5,113,125$800,508 â–¼-13.5%46,1551.8%ManufacturingDFAIDimensional International Core Equity Market ETF$4,882,206$242,684 â–²5.2%125,3121.7%ETFAMERICAN CENTY ETF TR$4,261,051$856,146 â–²25.1%63,0041.5%AVANTIS EMERGINGJ P MORGAN EXCHANGE TRADED F$4,219,922$105,643 â–²2.6%66,0291.5%HEDGED EQUITY LAILDRFirst Trust Innovation Leaders ETF$3,678,178$44,611 â–²1.2%123,5111.3%ETFJPIBJPMorgan International Bond Opportunities ETF$3,184,238$189,272 â–²6.3%66,5881.1%ETFAAPLApple$2,792,219$8,617,020 â–¼-75.5%11,0011.0%Computer and TechnologyNVDANVIDIA$2,773,530$8,215,425 â–¼-74.8%15,9031.0%Computer and TechnologyGOOGLAlphabet$2,371,795$4,126,774 â–¼-63.5%8,2480.8%Computer and TechnologyMETAMeta Platforms$2,191,278$2,622,668 â–¼-54.5%3,8300.8%Computer and TechnologyJPMJPMorgan Chase & Co.$2,184,929$3,908,867 â–¼-64.1%7,4270.8%FinanceMSFTMicrosoft$2,146,171$6,047,560 â–¼-73.8%5,7970.8%Computer and TechnologyAMZNAmazon.com$2,031,052$4,527,796 â–¼-69.0%9,7520.7%Retail/WholesaleIHDGWisdomTree International Hedged Quality Dividend Growth Fund$1,746,139$457,468 â–²35.5%36,2650.6%FinanceAVGOBroadcom$1,744,709$3,665,220 â–¼-67.7%5,6370.6%Computer and TechnologyMSMorgan Stanley$1,453,721$1,425,249 â–¼-49.5%8,8330.5%FinanceADIAnalog Devices$1,348,135$2,033,654 â–¼-60.1%4,2380.5%Computer and TechnologyCSCOCisco Systems$1,212,270$2,653,509 â–¼-68.6%15,6240.4%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$1,161,384$5,437 â–²0.5%34,3910.4%ETFSCHWCharles Schwab$1,089,648$1,090,588 â–¼-50.0%11,5940.4%FinanceCVSCVS Health$1,088,791$819,394 â–²304.2%15,1600.4%MedicalTE CONNECTIVITY PLC$1,069,555$1,069,555 â–²New Holding5,1170.4%ORD SHSXOMExxonMobil$1,059,574$3,537,230 â–¼-76.9%6,2450.4%EnergyVVisa$1,024,553$1,098,599 â–¼-51.7%3,3900.4%Business ServicesPDIPIMCO Dynamic Income Fund$831,460$11,943 â–²1.5%48,5940.3%Financial ServicesEXPEExpedia Group$813,656$93,280 â–¼-10.3%3,5240.3%Retail/WholesaleLLYEli Lilly and Company$788,243$2,699,525 â–¼-77.4%8570.3%MedicalJNJJohnson & Johnson$782,509$3,130,769 â–¼-80.0%3,2010.3%MedicalWFCWells Fargo & Company$765,948$2,530,550 â–¼-76.8%9,6210.3%FinanceEBAYeBay$764,750$38,410 â–²5.3%8,4020.3%Retail/WholesaleTXNTexas Instruments$758,193$19,998 â–²2.7%3,9050.3%Computer and TechnologyNOCNorthrop Grumman$742,513$387,635 â–²109.2%1,0880.3%AerospaceTJXTJX Companies$729,989$832,357 â–¼-53.3%4,5710.3%Retail/WholesaleADSKAutodesk$728,734$547,508 â–²302.1%3,0440.3%Computer and TechnologyKLACKLA$709,702$641,971 â–¼-47.5%4820.2%Computer and TechnologyFIXDFirst Trust TCW Opportunistic Fixed Income ETF$698,067$63,076 â–¼-8.3%16,0140.2%ManufacturingVIOOVanguard S&P Small-Cap 600 ETF$684,112$27,677 â–²4.2%5,9570.2%ETFFIXComfort Systems USA$675,705$595,724 â–¼-46.9%4900.2%ConstructionFIVEFive Below$673,788$431,599 â–¼-39.0%2,9490.2%Retail/WholesaleCBChubb$669,983$741,022 â–¼-52.5%2,0560.2%FinanceLAM RESEARCH CORP$669,824$1,117,228 â–¼-62.5%3,1350.2%COM NEWMPWRMonolithic Power Systems$669,130$356,432 â–¼-34.8%6120.2%Computer and TechnologyRLRalph Lauren$667,685$385,269 â–¼-36.6%1,9410.2%Consumer DiscretionaryABBVAbbVie$658,827$1,306,126 â–¼-66.5%3,0290.2%MedicalNEENextEra Energy$649,019$996,190 â–¼-60.6%6,9880.2%UtilitiesTPRTapestry$626,811$169,755 â–¼-21.3%4,4420.2%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$625,191$23,884 â–²4.0%8,1670.2%ETFBACBank of America$624,787$1,449,305 â–¼-69.9%12,8160.2%FinanceWMBWilliams Companies$621,105$621,105 â–²New Holding8,5340.2%EnergyBUFQFT Vest Laddered Nasdaq Buffer ETF$601,924$54,887 â–¼-8.4%17,0420.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$599,799$162,629 â–¼-21.3%6,1260.2%ETFDTDynatrace$590,903$128,394 â–²27.8%15,9790.2%Computer and TechnologyGDGeneral Dynamics$587,249$675,113 â–¼-53.5%1,7110.2%AerospaceMCDMcDonald's$583,179$2,101,434 â–¼-78.3%1,8760.2%Retail/WholesaleFVDFirst Trust Value Line Dividend Index Fund$581,465$28,878 â–²5.2%12,3630.2%ETFPMPhilip Morris International$581,406$1,340,739 â–¼-69.8%3,5160.2%Consumer StaplesPHParker-Hannifin$574,744$800,344 â–¼-58.2%6420.2%IndustrialsARISTA NETWORKS INC$568,840$762,832 â–¼-57.3%4,6330.2%COM SHSVS TRUST$552,292$133,252 â–¼-19.4%63,7750.2%2X LONG VIX FUTUAPPLOVIN CORP$548,444$103,878 â–¼-15.9%1,3780.2%COM CL ASCHDSchwab US Dividend Equity ETF$544,414$224,423 â–¼-29.2%17,7450.2%ETFMAMastercard$543,130$1,751,307 â–¼-76.3%1,0870.2%Business ServicesCRUSCirrus Logic$540,156$357,935 â–¼-39.9%3,7350.2%Computer and TechnologyNTRSNorthern Trust$534,972$130,079 â–¼-19.6%3,8330.2%FinanceCMCSAComcast$530,253$1,030,532 â–¼-66.0%18,4690.2%Consumer DiscretionaryVUGVanguard Growth ETF$527,337$716,951 â–¼-57.6%1,2070.2%ETFVOOVanguard S&P 500 ETF$524,611$300,889 â–¼-36.4%8770.2%ETFGLDSPDR Gold Shares$518,075$438,470 â–¼-45.8%1,2040.2%FinanceMARSH & MCLENNAN COS INC$517,575$350,543 â–¼-40.4%2,9840.2%COMPODDInsulet$514,318$148,777 â–¼-22.4%2,4510.2%MedicalIWRiShares Russell Mid-Cap ETF$512,196$27,904 â–²5.8%5,2680.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$509,092$110,997 â–²27.9%11,9800.2%ETFBLACKROCK INC$504,898$477,970 â–¼-48.6%5250.2%COMDHRDanaher$474,569$9,670 â–²2.1%2,5030.2%MedicalRMDResMed$474,551$66,446 â–¼-12.3%2,1140.2%MedicalWTFCWintrust Financial$454,473$143,664 â–¼-24.0%3,2710.2%FinanceHUBBHubbell$449,518$449,518 â–²New Holding9160.2%IndustrialsAGGHSimplify Aggregate Bond ETF$448,620$9,849 â–¼-2.1%22,0450.2%ETFCVXChevron$445,330$2,008,538 â–¼-81.9%2,1520.2%EnergySTRLSterling Infrastructure$442,702$167,388 â–¼-27.4%1,0870.2%ConstructionITTITT$436,123$211,679 â–²94.3%2,2890.2%Multi-Sector ConglomeratesFCFSFirstCash$433,528$400,440 â–¼-48.0%2,3060.2%Business ServicesCOPConocoPhillips$425,531$1,222,478 â–¼-74.2%3,2240.1%EnergyAMLPAlerian MLP ETF$413,756$7,001 â–²1.7%7,8600.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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