Macco Financial Group, Inc.

Q1 2026 13F-HR Holdings

Location
Green Bay, WI
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$132,061
Net value change ($000)
+15,727 (13.5%)
New positions
8
Sold out positions
6
Turnover %
23.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
VTV 7,102 NEW
IWM 5,626 210.6%
SPYM 5,477 16.7%
VIG 3,885 36.5%
SPDW 3,295 29.3%
VGIT 3,243 NEW
IEFA 1,534 16.4%
PULS 1,244 NEW
VXF 1,041 NEW
BAPR 945 20.7%
Top Reduces (Value $000, Stocks/ETFs)
MGC -5,568 -100.0%
SPYV -5,059 -100.0%
FLRN -3,130 -100.0%
USMV -2,324 -100.0%
SPYG -1,476 -17.8%
JMEE -1,252 -14.9%
VO -551 -12.3%
VTEB -261 -100.0%
MSFT -219 -100.0%
ZALT -69 -1.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type