Arkolith/Funds/Mainsail Financial Group, LLC

Mainsail Financial Group, LLC

CIK 1961290
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Mainsail Financial Group, LLC holds a focused book of 72 stocks worth $294.3M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core S&P Total U.S. and trimmed Micron Technology Inc. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 9% of the equity book.

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Use Arkolith to show Mainsail Financial Group, LLC's latest
holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
44
existing
Trimmed
15
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
54%
Top 20 holdings
78%

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

Direct sector allocation

14% mapped to company sectors

ETF / fund or unclassified
86%
Information Technology
7%
Consumer Discretionary
2%
Consumer Staples
1%
Financials
1%
Utilities
0%
Health Care
0%
Energy
0%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

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

72 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$26.1M35.0K
8.9%
+11%
Added · +3K sh
2J P Morgan Exchange Traded F
US VALUE FACTR
$24.3M413.7K
8.2%
+5.9%
Added · +23K sh
3First TR Exchange-Traded FD
FIRST TR ENH NEW
$22.7M380.6K
7.7%
+22%
Added · +67K sh
4First TR Exchange Traded FD
RISNG DIVD ACHIV
$15.9M196.6K
5.4%
+13%
Added · +22K sh
5Schwab Strategic TR
US LCAP GR ETF
$15.1M446.0K
5.1%
+18%
Added · +69K sh
6First TR Exchange-Traded FD
SHS
$13.2M39.5K
4.5%
+8.6%
Added · +3K sh
7Pacer FDS TR
US CASH COWS 100
$11.3M181.7K
3.8%
+12%
Added · +19K sh
8Vanguard Index FDS
SM CP VAL ETF
$10.7M44.0K
3.6%
+45%
Added · +14K sh
9Ishares TR
MSCI INDIA SM CP
$10.4M147.2K
3.5%
+20%
Added · +24K sh
10First TR Exchange-Traded FD
FST LOW OPPT EFT
$10.0M200.0K
3.4%
+30%
Added · +46K sh
11Ishares TR
RUS MD CP GR ETF
$9.0M61.5K
3.1%
+16%
Added · +8K sh
12First TR Exch TRD Alphdx FD
DEV MRK EX US
$8.9M94.0K
3.0%
+16%
Added · +13K sh
13Ishares TR
NATIONAL MUN ETF
$7.5M69.5K
2.5%
+27%
Added · +15K sh
14First TR Exchange Trad FD VI
FST TR GLB FD
$7.3M269.7K
2.5%
+19%
Added · +43K sh
15First TR Exchange-Traded FD
WTR ETF
$7.1M64.4K
2.4%
+20%
Added · +11K sh
16J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$6.6M128.5K
2.2%
+40%
Added · +36K sh
17First TR Exchange-Traded Alp
COM SHS
$6.4M44.7K
2.2%
+11%
Added · +4K sh
18Invesco Exchange Traded FD T
FOOD & BEVERAGE
$6.0M127.0K
2.0%
+22%
Added · +23K sh
19First TR Exchange-Traded FD
NASDAQ CYB ETF
$5.7M63.8K
1.9%
+11%
Added · +6K sh
20Micron Technology Inc
COM
$5.6M4.9K
1.9%
−21%
Reduced · −1K sh
21First TR Exch Traded FD III
PFD SECS INC ETF
$5.6M314.2K
1.9%
−22%
Reduced · −87K sh
22Microsoft Corp
COM
$3.8M10.3K
1.3%
+9.9%
Added · +925 sh
23Invesco QQQ TR
UNIT SER 1
$3.6M4.9K
1.2%
+7.5%
Added · +341 sh
24Alphabet Inc
CAP STK CL C
$3.2M9.1K
1.1%
−1.7%
Reduced · −160 sh
25Costco Wholesale Corporation
COM
$2.9M3.0K
1.0%
+0.7%
Added · +22 sh
26First TR Exch TRD Alphdx FD
EUROPE ALPHADEX
$2.6M45.6K
0.9%
+7.8%
Added · +3K sh
27Ishares TR
SP SMCP600VL ETF
$2.6M18.8K
0.9%
−40%
Reduced · −12K sh
28Schwab Strategic TR
US DIVIDEND EQ
$2.3M71.1K
0.8%
−42%
Reduced · −51K sh
29Monster Beverage Corp New
COM
$2.1M22.2K
0.7%
+1.1%
Added · +239 sh
30Nvidia Corporation
COM
$1.9M9.5K
0.6%
−8.4%
Reduced · −878 sh
31Ishares TR
CORE US AGGBD ET
$1.8M17.7K
0.6%
+6.6%
Added · +1K sh
32Apple Inc
COM
$1.7M6.0K
0.6%
+2.2%
Added · +128 sh
33JPMorgan Chase & Co
COM
$1.5M4.5K
0.5%
+1.1%
Added · +51 sh
34Autodesk Inc
COM
$1.5M7.5K
0.5%
+22%
Added · +1K sh
35Ishares TR
TRUST ISHARE 0-1
$1.4M12.9K
0.5%
−53%
Reduced · −15K sh
36Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.4M19.9K
0.5%
+4.0%
Added · +774 sh
37Walmart Inc
COM
$1.3M11.6K
0.4%
−2.4%
Reduced · −282 sh
38Coca Cola Co
COM
$1.3M15.9K
0.4%
+1.4%
Added · +225 sh
39First TR Exch Traded FD III
ULTRA SHT DUR MU
$1.3M62.5K
0.4%
−34%
Reduced · −33K sh
40Salesforce Inc
COM
$1.2M7.9K
0.4%
+16%
Added · +1K sh
41Adobe Inc
COM
$1.2M5.9K
0.4%
+14%
Added · +712 sh
42Chevron Corporation
COM
$1.2M7.2K
0.4%
+18%
Added · +1K sh
43Prologis Inc.
COM
$1.1M8.3K
0.4%
+0.7%
Added · +54 sh
44Waste Mgmt Inc Del
COM
$1.1M5.0K
0.4%
+2.8%
Added · +139 sh
45Schwab Strategic TR
SHT TM US TRES
$1.1M45.0K
0.4%
−49%
Reduced · −43K sh
46Home Depot Inc
COM
$1.0M3.0K
0.4%
+5.7%
Added · +160 sh
47Procter & Gamble Co
COM
$1.0M7.0K
0.3%
+11%
Added · +682 sh
48Fidelity Merrimack STR TR
TOTAL BD ETF
$907K19.9K
0.3%
−70%
Reduced · −46K sh
49J P Morgan Exchange Traded F
CORE PLUS BD ETF
$880K18.7K
0.3%
−64%
Reduced · −33K sh
50Ishares TR
CORE S&P TTL STK
$832K5.1K
0.3%
New
New position
Showing 50 of 72 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 202672$294.3M13F-HR
Q1 2026Mar 31, 2026Apr 15, 202662$240.0M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202663$240.4M13F-HR
Q3 2025Sep 30, 2025Oct 24, 202561$232.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.