CMC Financial Group

Est. AUM

$51.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	T ROWE PRICE ETF INC	CAPITAL APPRECIA	$8.6M	386095	16.93%	SOLE
2	PACER FDS TR	US CASH COWS 100	$5.4M	85761	10.52%	SOLE
3	AMPLIFY ETF TR	AMPLIFY JUNIOR S	$4.3M	146192	8.52%	SOLE
4	THOR FINL TECHNOLOGIES TR	INDEX ROTATION	$4.3M	139802	8.50%	SOLE
5	VANECK ETF TRUST	GOLD MINERS ETF	$4.3M	47187	8.49%	SOLE
6	ISHARES TR	20 YR TR BD ETF	$2.3M	26329	4.48%	SOLE
7	APPLE INC	COM	$1.9M	7663	3.82%	SOLE
8	CAPITAL GROUP INTERNATIONAL	SHS	$1.7M	52830	3.43%	SOLE
9	ISHARES TR	10-20 YR TRS ETF	$1.2M	12149	2.40%	SOLE
10	PACER FDS TR	US SMALL CAP CAS	$1.0M	22882	2.01%	SOLE
11	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$950K	1982	1.86%	SOLE
12	MICROSOFT CORP	COM	$876K	2365	1.72%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$859K	9373	1.68%	SOLE
14	CAPITAL GROUP EQUITY ETF TR	US LRG VALUE ETF	$812K	30369	1.59%	SOLE
15	VANGUARD BD INDEX FDS	LONG TERM BOND	$756K	10991	1.48%	SOLE
16	T ROWE PRICE ETF INC	CAP APPRECIATION	$752K	21127	1.48%	SOLE
17	LISTED FDS TR	ALPHADROID BROAD	$670K	25004	1.31%	SOLE
18	GLOBAL X FDS	GLOBAL X URANIUM	$666K	13750	1.31%	SOLE
19	WISDOMTREE TR	EFFICIENT GLD PL	$660K	6525	1.29%	SOLE
20	EXCHANGE TRADED CONCEPTS TRU	RANGE NUCLEAR RE	$648K	9854	1.27%	SOLE
21	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$633K	12706	1.24%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$632K	28241	1.24%	SOLE
23	WORLD GOLD TR	SPDR GLD MINIS	$593K	6400	1.16%	SOLE
24	INTERNATIONAL BUSINESS MACHS	COM	$581K	2395	1.14%	SOLE
25	ENERGY TRANSFER L P	COM UT LTD PTN	$579K	30000	1.14%	SOLE
26	ALPHABET INC	CAP STK CL C	$574K	2000	1.13%	SOLE
27	ALPHABET INCPUT	CAP STK CL C	$574K	2000	1.13%	SOLE
28	NVIDIA CORPORATION	COM	$556K	3190	1.09%	SOLE
29	APPLE INCPUT	COM	$508K	2000	1.00%	SOLE
30	ENTERPRISE PRODS PARTNERS L	COM	$492K	13000	0.97%	SOLE
31	BLACKSTONE INC	COM	$471K	4092	0.92%	SOLE
32	MP MATERIALS CORP	COM CL A	$362K	7505	0.71%	SOLE
33	AMAZON COM INC	COM	$354K	1700	0.69%	SOLE
34	PROSHARES TR	SHORT S&P 500 NE	$353K	9304	0.69%	SOLE
35	NVIDIA CORPORATIONPUT	COM	$349K	2000	0.68%	SOLE
36	MARVELL TECHNOLOGY INC	COM	$198K	2000	0.39%	SOLE
37	MARVELL TECHNOLOGY INCPUT	COM	$198K	2000	0.39%	SOLE
38	RITHM CAPITAL CORP	COM NEW	$95K	10000	0.19%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.