Macco Financial Group, Inc.

Est. AUM

$132.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$38.4M	501140	29.04%	SOLE
2	SPDR INDEX SHS FDS	STATE STREET SPD	$14.6M	318789	11.02%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$14.5M	67533	11.00%	SOLE
4	ISHARES TR	CORE MSCI EAFE	$10.9M	120188	8.24%	SOLE
5	ISHARES TR	RUSSELL 2000 ETF	$8.3M	33455	6.28%	SOLE
6	J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$7.1M	106864	5.40%	SOLE
7	VANGUARD INDEX FDS	VALUE ETF	$7.1M	36196	5.38%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$6.8M	69812	5.18%	SOLE
9	INNOVATOR ETFS TRUST	US EQT BUFR APR	$5.5M	112569	4.18%	SOLE
10	VANGUARD INDEX FDS	MID CAP ETF	$3.9M	13737	2.99%	SOLE
11	INNOVATOR ETFS TRUST	U S EQ 10 BUFFER	$3.5M	109177	2.68%	SOLE
12	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$3.2M	54461	2.46%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	31821	2.21%	SOLE
14	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	2193	0.99%	SOLE
15	PGIM ETF TR	PGIM ULTRA SH BD	$1.2M	25123	0.94%	SOLE
16	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.0M	5059	0.79%	SOLE
17	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$589K	3977	0.45%	SOLE
18	ISHARES TR	RUS 1000 VAL ETF	$395K	1850	0.30%	SOLE
19	AMERICAN CENTY ETF TR	US SML CP VALU	$299K	2706	0.23%	SOLE
20	BANK FIRST CORP	COM	$293K	2172	0.22%	SOLE
21	BROADWIND INC	COM NEW	$44K	21000	0.03%	SOLE

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