Mainsail Financial Group, LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 294,346
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 72 | 294,346 | 13F-HR | Mainsail Financial Group, LLC |
| Q1 2026 | 4/15/2026 | 62 | 240,016 | 13F-HR | Mainsail Financial Group, LLC |
| Q4 2025 | 1/23/2026 | 63 | 240,386 | 13F-HR | Mainsail Financial Group, LLC |
| Q3 2025 | 10/24/2025 | 61 | 232,548 | 13F-HR | Mainsail Financial Group, LLC |
| Q2 2025 | 7/17/2025 | 59 | 214,673 | 13F-HR | Mainsail Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 124 K | 42.1% | 23.23 K | 0 | 23.23 K |
| ETFs | 170.4 K | 57.9% | 31.1 K | 0 | 31.1 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
294,346
Holdings
72
QoQ value change ($000)
54,330
(22.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.