Arkolith/Funds/Macco Financial Group, Inc.

Macco Financial Group, Inc.

CIK 2111816
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Macco Financial Group, Inc. holds a concentrated book of 22 reported positions worth $153.9M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Vanguard Int High DVD Yld In and trimmed Ishares Core Msci Eafe ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 36% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
72%
Top 10 holdings
91%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

0% mapped to company sectors

ETFs / funds
100%

+2 sectors below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Macco Financial Group, Inc.

Manager / fundShared namesTheir $ in those
Pandi, LLC2 / 22$648.0M
Angeles Investment Advisors, LLC5 / 22$1.0B
Brighton Securities Corp.8 / 22$136.6M
Retiremitten Financial LLC7 / 22$135.0M
CBM Financial, LLC4 / 22$90.3M
Ciovacco Capital Management LLC4 / 22$110.6M
Auour Investments LLC10 / 22$167.7M
Brown Financial Advisory7 / 22$114.5M

Ranked by the share of each fund's own book sitting in the names it shares with Macco Financial Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

22 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$55.7M633.4K
36.2%
+26%
Added · +132K sh
2SPDR Index SHS FDS
ST STR PO EX ETF
$17.5M347.2K
11.4%
+8.9%
Added · +28K sh
3SPDR Series Trust
ST STR P500GRW
$15.5M129.9K
10.0%
+86%
Added · +60K sh
4Vanguard Index FDS
VALUE ETF
$11.7M53.5K
7.6%
+48%
Added · +17K sh
5J P Morgan Exchange Traded F
SMALL & MID CAP
$10.8M139.0K
7.0%
+30%
Added · +32K sh
6Innovator Etfs Trust
US EQT BUFR APR
$7.5M141.3K
4.9%
+26%
Added · +29K sh
7Ishares TR
CORE MSCI EAFE
$7.2M74.2K
4.7%
−38%
Reduced · −46K sh
8Ishares TR
RUSSELL 2000 ETF
$6.8M22.6K
4.4%
−32%
Reduced · −11K sh
9Vanguard Index FDS
MID CAP ETF
$4.0M49.0K
2.6%
+257%
Added · +35K sh
10Innovator Etfs Trust
U S EQ 10 BUFFER
$3.5M103.1K
2.3%
−5.5%
Reduced · −6K sh
11Pgim ETF TR
PGIM ULTRA SH BD
$2.8M57.4K
1.8%
+129%
Added · +32K sh
12Vanguard Specialized Funds
DIV APP ETF
$2.4M10.2K
1.6%
−85%
Reduced · −57K sh
13SPDR Series Trust
ST STR BLO 1 ETF
$2.4M26.3K
1.6%
−17%
Reduced · −6K sh
14Vanguard Index FDS
S&P 500 ETF SHS
$1.7M2.5K
1.1%
+12%
Added · +260 sh
15Vanguard Index FDS
EXTEND MKT ETF
$1.2M5.0K
0.8%
−1.5%
Reduced · −76 sh
16Vanguard Whitehall FDS
HIGH DIV YLD
$1.1M7.2K
0.7%
+81%
Added · +3K sh
17Ishares TR
RUS 1000 VAL ETF
$678K2.8K
0.4%
+51%
Added · +948 sh
18American Centy ETF TR
US SML CP VALU
$573K4.6K
0.4%
+70%
Added · +2K sh
19Bank First Corp
COM
$322K2.2K
0.2%
Held
20Vanguard Whitehall FDS
INTL HIGH ETF
$273K2.8K
0.2%
New
New position
21Wells Fargo & Co
COM
$215K2.6K
0.1%
New
New position
22Broadwind Inc
COM NEW
$101K21.0K
0.1%
Held
Showing all 22 positions
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Filing history

As-of date vs the date the SEC received each filing

$153.9M · Q2 2026Q4 2025 · $116.3MQ2 2026 · $153.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202638d22$153.9M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202623d21$132.1M13F-HR
Q4 2025Dec 31, 2025Feb 24, 202655d19$116.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.