MJT & Associates Financial Advisory Group, Inc.
All 13F Filings
- Location
- Montevideo, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 151,200
- Description
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- Website
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- Founded
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- 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 | 7/6/2026 | 465 | 151,200 | 13F-HR | MJT & Associates Financial Advisory Group, Inc. |
| Q1 2026 | 4/2/2026 | 442 | 136,216 | 13F-HR | MJT & Associates Financial Advisory Group, Inc. |
| Q4 2025 | 2/10/2026 | 446 | 133,990 | 13F-HR/A - RESTATEMENT | MJT & Associates Financial Advisory Group, Inc. |
| Q4 2025 | 2/10/2026 | 446 | 133,990 | 13F-HR | MJT & Associates Financial Advisory Group, Inc. |
| Q3 2025 | 10/15/2025 | 461 | 122,943 | 13F-HR | MJT & Associates Financial Advisory Group, Inc. |
| Q2 2025 | 7/18/2025 | 472 | 80,622 | 13F-HR/A - RESTATEMENT | MJT & Associates Financial Advisory Group, Inc. |
| Q2 2025 | 7/16/2025 | 472 | 80,090 | 13F-HR | MJT & Associates Financial Advisory Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.53 K | 8.3% | 1.318 K | 0 | 1.318 K |
| ETFs | 138.7 K | 91.7% | 13.67 K | 0 | 13.67 K |
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Fund Snapshot
Q2 2026
Latest filed
7/6/2026
Total value ($000)
151,200
Holdings
465
QoQ value change ($000)
14,984
(11.0%)
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.