Arkolith/Funds/Mustico Financial Group, Inc.

Mustico Financial Group, Inc.

CIK 2034361
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Mustico Financial Group, Inc. holds a focused book of 49 stocks worth $154.0M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened SS Energy Select Sector and trimmed Invesco S&P 500 Equal Weight. Their largest long position is Invesco S&P 500 Equal Weight at 21% of the equity book.

Opened
7
bought for the first time
Added to
26
already held, bought more
Trimmed
13
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
60%
Top 10 holdings
85%
Top 20 holdings
93%

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

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Materials
9%
Financials
4%
Information Technology
4%
Consumer Discretionary
1%
Health Care
0%
Industrials
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

Funds with the most overlap

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

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.52 / 49$13.7B
MORGAN STANLEY51 / 49$448.9B
ROYAL BANK OF CANADA51 / 49$126.2B
WELLS FARGO & COMPANY/MN51 / 49$126.0B
UBS Group AG51 / 49$114.8B
LPL Financial LLC51 / 49$61.9B
Cetera Investment Advisers51 / 49$17.4B
Allworth Financial LP51 / 49$2.8B

Ranked by the share of each fund's own book sitting in the names it shares with Mustico 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 stock's share of the portfolio. Click a row for its position history.

49 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
S&P500 EQL WGT
$31.7M148.7K
20.6%
−1.5%
Reduced · −2K sh
2Ishares TR
CORE S&P500 ETF
$19.8M26.7K
12.9%
+10%
Added · +2K sh
3Fidelity Merrimack STR TR
TOTAL BD ETF
$14.1M313.4K
9.2%
+19%
Added · +51K sh
4Vanguard Index FDS
MID CAP ETF
$13.3M165.6K
8.7%
+15%
Added · +21K sh
5Ishares TR
IBOXX INV CP ETF
$13.3M124.8K
8.6%
−0.5%
Reduced · −597 sh
6Nucor Corp
COM
$12.5M55.9K
8.1%
−1.3%
Reduced · −720 sh
7Ishares TR
TIPS BD ETF
$11.2M96.3K
7.2%
+6.1%
Added · +6K sh
8Tidal Trust I
SOFI SELECT 500
$9.6M12.9K
6.2%
+0.4%
Added · +52 sh
9Ishares Silver TR
ISHARES
$2.9M55.3K
1.9%
−0.9%
Reduced · −518 sh
10SPDR Index SHS FDS
ST MARKE CAP ETF
$2.3M33.8K
1.5%
+1.0%
Added · +345 sh
11Ishares TR
0-5 YR TIPS ETF
$2.1M20.6K
1.4%
−14%
Reduced · −3K sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$1.6M2.1K
1.0%
−0.3%
Reduced · −6 sh
13Nvidia Corporation
COM
$1.6M7.5K
1.0%
+2.1%
Added · +153 sh
14Ishares Bitcoin Trust ETF
SHS BEN INT
$1.5M42.8K
1.0%
+11%
Added · +4K sh
15Invesco Exchange Traded FD T
WATER RES ETF
$1.3M18.6K
0.8%
+6.7%
Added · +1K sh
16Apple Inc
COM
$1.2M3.5K
0.7%
−0.9%
Reduced · −31 sh
17Corning Inc
COM
$1.1M4.4K
0.7%
−5.6%
Reduced · −264 sh
18Microsoft Corp
COM
$927K2.4K
0.6%
−1.9%
Reduced · −48 sh
19Flaherty & Crumrine PFD Inco
COM
$757K83.7K
0.5%
+2.8%
Added · +2K sh
20Vaneck ETF Trust
LONG MUNI ETF
$699K40.2K
0.5%
+4.4%
Added · +2K sh
21Unitedhealth Group Inc
COM
$629K1.6K
0.4%
+1.0%
Added · +16 sh
22ETF Opportunities Trust
REX OSPREY XRP
$583K65.7K
0.4%
+97%
Added · +32K sh
23Applied Matls Inc
COM
$553K955
0.4%
−3.6%
Reduced · −36 sh
24Berkshire Hathaway Inc Del
CL B NEW
$536K1.1K
0.3%
Held
25Vanguard Index FDS
S&P 500 ETF SHS
$511K753
0.3%
+1.3%
Added · +10 sh
26Exchange Traded Concepts Tru
ROBO GLB ETF
$506K6.5K
0.3%
+0.3%
Added · +23 sh
27Amazon Com Inc
COM
$456K2.0K
0.3%
+1.9%
Added · +37 sh
28SPDR Gold TR
GOLD SHS
$425K1.1K
0.3%
+1.5%
Added · +17 sh
29Amplify ETF TR
AMPLIFY CYBERSEC
$416K4.0K
0.3%
+0.5%
Added · +20 sh
30Ishares TR
FLTG RATE NT ETF
$375K7.4K
0.2%
−8.0%
Reduced · −642 sh
31Exxon Mobil Corp
COM
$373K2.4K
0.2%
+1.1%
Added · +27 sh
32Alphabet Inc
CAP STK CL C
$361K1.1K
0.2%
+2.6%
Added · +29 sh
33Vanguard Star FDS
VG TL INTL STK F
$354K4.2K
0.2%
−8.4%
Reduced · −391 sh
34Walmart Inc
COM
$351K2.3K
0.2%
+11%
Added · +235 sh
35Coca Cola Co
COM
$342K2.7K
0.2%
+0.3%
Added · +7 sh
36Tema ETF Trust
ELECTRIFICATION
$340K8.9K
0.2%
+57%
Added · +3K sh
37Select Sector SPDR TR
ST STR ENERG ETF
$338K5.7K
0.2%
New
New position
38Invesco Exch Traded FD TR II
NY AMT FRE MUN
$296K13.4K
0.2%
+20%
Added · +2K sh
39Ishares TR
SELECT DIVID ETF
$295K1.8K
0.2%
Held
40Cardinal Health Inc
COM
$293K801
0.2%
New
New position
41Meta Platforms Inc
CL A
$272K456
0.2%
Held
42Ishares TR
1 3 YR TREAS BD
$260K3.2K
0.2%
−26%
Reduced · −1K sh
43United STS Commodity Index F
CM REP COPP FD
$252K6.6K
0.2%
New
New position
44Ishares TR
CORE S&P MCP ETF
$248K3.3K
0.2%
Held
45International Business Machs
COM
$247K1.2K
0.2%
+1.7%
Added · +19 sh
46RTX Corporation
COM
$244K1.2K
0.2%
Held
47Cisco Sys Inc
COM
$233K2.0K
0.2%
New
New position
48Tesla Inc
COM
$231K726
0.2%
+0.6%
Added · +4 sh
49Palo Alto Networks Inc
COM
$224K691
0.1%
New
New position
Showing all 49 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202649$154.0M13F-HR
Q1 2026Mar 31, 2026May 15, 202646$143.1M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202644$129.6M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202538$98.7M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202532$108.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.