MTM FINANCIAL GROUP, LLC
All 13F Filings
- Location
- Bethlehem, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 233,352
- Description
- —
- Website
- —
- 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 | 7/27/2026 | 95 | 233,352 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q1 2026 | 6/23/2026 | 89 | 213,028 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q4 2025 | 6/23/2026 | 87 | 209,444 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q3 2025 | 6/23/2026 | 84 | 202,854 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q2 2025 | 6/23/2026 | 80 | 184,159 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q1 2025 | 6/23/2026 | 73 | 170,966 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q4 2024 | 6/23/2026 | 73 | 167,277 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q3 2024 | 6/23/2026 | 73 | 163,733 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q2 2024 | 6/23/2026 | 70 | 156,530 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q1 2024 | 6/23/2026 | 65 | 150,511 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q4 2023 | 6/23/2026 | 55 | 136,928 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q3 2023 | 6/23/2026 | 52 | 120,077 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q2 2023 | 6/23/2026 | 48 | 118,034 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q1 2023 | 6/23/2026 | 46 | 113,686 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q4 2022 | 6/23/2026 | 48 | 114,692 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q3 2022 | 6/23/2026 | 47 | 110,509 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q2 2022 | 6/23/2026 | 49 | 113,980 | 13F-HR | MTM FINANCIAL GROUP, LLC |
| Q1 2022 | 6/23/2026 | 47 | 95,448 | 13F-HR | MTM FINANCIAL GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 130.6 K | 56.1% | 5.091 K | 0 | 5.091 K |
| ETFs | 102.4 K | 43.9% | 15.51 K | 0 | 15.51 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
233,352
Holdings
95
QoQ value change ($000)
20,324
(9.5%)
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.