Mars Jewett Financial Group, Inc. Top Holdings and 13F Report (2026) About Mars Jewett Financial Group, Inc.Investment ActivityMars Jewett Financial Group, Inc. has $315.62 million in total holdings as of March 31, 2026.Mars Jewett Financial Group, Inc. owns shares of 37 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 1.46% of the portfolio was purchased this quarter.About 0.89% of the portfolio was sold this quarter.This quarter, Mars Jewett Financial Group, Inc. has purchased 39 new stocks and bought additional shares in 21 stocks.Mars Jewett Financial Group, Inc. sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $140,679,985Dimensional World ex U.S. Core Equity 2 ETF $54,006,171Small/Mid Cap Growth Alpha ETF $30,230,335Microsoft $28,071,377T. Rowe Price Blue Chip Growth ETF $17,364,255 Largest New Holdings this Quarter 921910816 - Vanguard Mega Cap Growth ETF $832,764 Holding921910840 - Vanguard Mega Cap Value ETF $816,216 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 19,309 shares (about $871.22K)Microsoft 2,259 shares (about $836.21K)Vanguard Mega Cap Growth ETF 2,266 shares (about $832.76K)Vanguard Mega Cap Value ETF 5,631 shares (about $816.22K)iShares Core MSCI Total International Stock ETF 5,274 shares (about $456.94K) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 16,404 shares (about $557.24K)Apple 440 shares (about $111.67K)SPDR Gold Shares 128 shares (about $55.08K)Amazon.com 254 shares (about $52.90K)Tesla 140 shares (about $52.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMars Jewett Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$140,679,985$871,222 â–²0.6%3,117,90744.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$54,006,171$557,244 â–¼-1.0%1,589,82017.1%ETFJSMDSmall/Mid Cap Growth Alpha ETF$30,230,335$69,193 â–²0.2%380,9759.6%ManufacturingMSFTMicrosoft$28,071,377$836,211 â–²3.1%75,8348.9%Computer and TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$17,364,255$108,109 â–²0.6%393,0345.5%ETFAMZNAmazon.com$5,235,279$52,901 â–¼-1.0%25,1371.7%Retail/WholesaleAAPLApple$5,193,099$111,669 â–¼-2.1%20,4621.6%Computer and TechnologyNVDANVIDIA$4,123,054$40,113 â–²1.0%23,6411.3%Computer and TechnologyBABoeing$3,249,550$1,194 â–²0.0%16,3271.0%AerospaceCOSTCostco Wholesale$2,799,589$415,455 â–²17.4%2,8100.9%Retail/WholesaleTSLATesla$2,423,426$52,045 â–¼-2.1%6,5190.8%Auto/Tires/TrucksMFS ACTIVE EXCHANGE TRADED F$2,405,151$50,316 â–²2.1%80,9270.8%INTERNATINL ETFMFS ACTIVE EXCHANGE TRADED F$2,233,945$45,174 â–²2.1%83,5740.7%VALUE ETFSBUXStarbucks$1,697,502$2,150 â–²0.1%18,9470.5%Retail/WholesaleJNJJohnson & Johnson$1,693,024$8,556 â–²0.5%6,9260.5%MedicalIVViShares Core S&P 500 ETF$1,550,319$3,920 â–²0.3%2,3730.5%ETFSPYSPDR S&P 500 ETF Trust$1,519,854$32,517 â–²2.2%2,3370.5%FinanceBRK.BBerkshire Hathaway$1,293,541$4,313 â–¼-0.3%2,6990.4%FinancePECOPhillips Edison & Company, Inc.$1,018,594$14,893 â–²1.5%27,2210.3%FinanceVTVVanguard Value ETF$854,4510.0%4,3550.3%ETFMGKVanguard Mega Cap Growth ETF$832,764$832,764 â–²New Holding2,2660.3%ETFMGVVanguard Mega Cap Value ETF$816,216$816,216 â–²New Holding5,6310.3%ETFIXUSiShares Core MSCI Total International Stock ETF$773,428$456,935 â–²144.4%8,9270.2%ManufacturingIWDiShares Russell 1000 Value ETF$763,330$1,496 â–²0.2%3,5720.2%ETFGLDSPDR Gold Shares$735,364$55,077 â–¼-7.0%1,7090.2%FinancePFEPfizer$523,495$477 â–²0.1%18,6430.2%MedicalVYMVanguard High Dividend Yield ETF$518,0540.0%3,4980.2%Financial ServicesGOOGLAlphabet$501,716$25,589 â–¼-4.9%1,7450.2%Computer and TechnologyJPMJPMorgan Chase & Co.$440,495$7,062 â–¼-1.6%1,4970.1%FinanceNFLXNetflix$337,833$2,884 â–²0.9%3,5140.1%Consumer DiscretionaryGOOGAlphabet$330,398$27,820 â–¼-7.8%1,1520.1%Computer and TechnologyHONHoneywell International$310,484$1,582 â–²0.5%1,3740.1%Multi-Sector ConglomeratesAMGNAmgen$239,263$1,056 â–²0.4%6800.1%MedicalVIGVanguard Dividend Appreciation ETF$224,9530.0%1,0460.1%ETFCATCaterpillar$218,4520.0%3080.1%IndustrialsBILSPDR Bloomberg 1-3 Month T-Bill ETF$204,938$92 â–²0.0%2,2360.1%ETFMETAMeta Platforms$202,624$2,862 â–¼-1.4%3540.1%Computer and TechnologyVOOVanguard S&P 500 ETF$0$673,579 â–¼-100.0%00.0%ETFFIDELITY MERRIMACK STR TR$0$653,096 â–¼-100.0%00.0%SYSTEMATIC MUNVXUSVanguard Total International Stock ETF$0$342,350 â–¼-100.0%00.0%ETFHALHalliburton$0$245,501 â–¼-100.0%00.0%EnergyShowing 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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