Macco Financial Group, Inc.

Q4 2025 13F-HR Holdings

Location
Green Bay, WI
Holdings as of
12/31/2025
Date filed
2/24/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$116,334
Net value change ($000)
—
New positions
19
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 32,880 —
SPDW 11,258 —
VIG 10,639 —
IEFA 9,347 —
JMEE 8,387 —
SPYG 8,311 —
MGC 5,568 —
SPYV 5,059 —
BAPR 4,569 —
VO 4,496 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type