Junk Investment Group, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Junk Investment Group, LLC reported 88 stock positions worth $190.7 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 9.5% of the portfolio, followed by Vanguard Info Tech ETF (VGT, 8.9%) and Vanguard Mrngstar GR ETF-Sui (VUG, 7.2%).

Most Recent 13F
Q2 2026
Location
HUNT VALLEY, MD
CIK
0002112570
Portfolio Value
$190.7M (Q1 2026)
SEC Filing
0002085853-26-000577 ↗ filed May 8, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2026: $190.7M $190.7M Q1 2026 Q2 2026: $225.9M Q2 2026

Holdings 88 stocks · $190.7M

VTV Vanguard Mrngstr Val ETF-Aui 9.46% 91,935 $18.0M —
VGT Vanguard Info Tech ETF 8.91% 24,357 $17.0M —
VUG Vanguard Mrngstar GR ETF-Sui 7.23% 31,574 $13.8M —
QQQ Invesco QQQ Trust Series 1 6.05% 19,995 $11.5M —
VOO Vanguard S&P 500 ETF 5.95% 18,992 $11.3M —
VOT Vngrd Mrngstr MC GRW ETF-Usd 3.96% 29,359 $7.6M —
VCR Vanguard Consumer Discre ETF 3.92% 20,808 $7.5M —
VEU Vanguard Ftse All-World Ex-U 3.83% 97,316 $7.3M —
VBK Van Morst SML-Cap Gro-Usd Inc. 3.65% 23,022 $7.0M —
VDC Vanguard Consumer Staple ETF 3.51% 29,824 $6.7M —
SLYG SS SPDR S&P 600 SC GR ETF 2.82% 55,642 $5.4M —
VIG Vanguard Dividend Apprec ETF 2.64% 23,427 $5.0M —
MGK Vngrd Mrgstr MG CP GR ETF-Ui 2.50% 12,952 $4.8M —
VOOG Vanguard S&P 500 Growth ETF 2.44% 11,420 $4.7M —
SLYV SS SPDR S&P 600 SC Val ETF 1.49% 29,985 $2.8M —
VWO Vanguard Ftse Emerging Marke 1.42% 50,189 $2.7M —
SDVY First Trust Smid Cap Rising 1.30% 62,981 $2.5M —
PNC PNC Financial Services Group 1.25% 11,453 $2.4M —
MSFT Microsoft Corp. 1.21% 6,247 $2.3M —
VIGI Vanguard Int Div App Indx FD 1.13% 24,286 $2.1M —
VBR Vngrd Mrngst SL-CP Val ETF-U 1.12% 9,854 $2.1M —
VOX Vanguard Communication Servi 1.12% 11,825 $2.1M —
VT Vanguard Tot World STK ETF 1.08% 14,930 $2.1M —
SPY SS SPDR S&P 500 ETF Trust-US 1.08% 3,163 $2.1M —
VYM Vanguard High DVD Yield ETF 1.07% 13,833 $2.0M —
MDY State Street SPDR S&P Midcap 0.99% 3,071 $1.9M —
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.90% 40,362 $1.7M —
CGGR Cap Group Growth Equity 0.83% 39,152 $1.6M —
CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E 0.79% 50,666 $1.5M —
VOE Vngrd Mrngstr MD-Cap Val ETF 0.75% 7,769 $1.4M —
BCPC Balchem Corp. 0.74% 8,295 $1.4M —
VHT Vanguard Health Care ETF 0.61% 4,247 $1.2M —
VIOV Vanguard S&P Small-Cap 600 V 0.57% 10,674 $1.1M —
PG The Procter & Gamble Co. 0.56% 7,393 $1.1M —
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL 0.53% 29,928 $1.0M —
VONG Vanguard Russell 1000 Growth 0.50% 8,695 $954K —
VIOG Vanguard S&P SM Cap 600 GRW 0.50% 7,629 $949K —
AAPL Apple Inc. 0.48% 3,594 $912K —
VTI VG Morningstar TS MKT ETF-US 0.44% 2,614 $839K —
TFC Truist Financial Corp. 0.42% 17,616 $810K —
TSLA Tesla Inc. 0.42% 2,139 $795K —
VFH Vanguard Financials ETF 0.41% 6,530 $789K —
XSD SS SPDR S&P Semiconductor 0.41% 2,379 $776K —
CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL 0.39% 22,562 $747K —
ORCL Oracle Corp. 0.35% 4,569 $672K —
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.35% 18,454 $662K —
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.32% 2,529 $613K —
AMGN Amgen Inc. 0.32% 1,731 $609K —
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.31% 2,007 $600K —
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.31% 19,777 $583K —
JPM JPMorgan Chase & Co. 0.30% 1,963 $577K —
NOC Northrop Grumman Corp. 0.30% 827 $564K —
XOM Exxon Mobil Corp. 0.29% 3,281 $557K —
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.29% 6,058 $546K —
CGMM Cap Group Small and Mid Cap 0.29% 18,549 $545K —
MRK Merck & Co. Inc. 0.27% 4,236 $510K —
CSCO Cisco Systems Inc. 0.26% 6,345 $492K —
ICLN iShares Global Clean Energy 0.23% 23,877 $437K —
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.22% 13,528 $427K —
RDVY First Trust Rising Dividend 0.21% 5,997 $409K —
CGGG Cap Group Large Growth 0.21% 15,909 $403K —
VONV Vanguard Russell 1000 Value 0.19% 3,927 $368K —
TXN Texas Instruments Inc. 0.19% 1,878 $365K —
VPU Vanguard Utilities ETF 0.19% 1,818 $360K —
CAT Caterpillar Inc. 0.18% 471 $334K —
D Dominion Energy Inc. 0.17% 5,338 $330K —
CVX Chevron Corp. 0.17% 1,522 $315K —
AMZN Amazon.com Inc. 0.16% 1,433 $298K —
IXN iShares Global Tech ETF 0.15% 2,927 $293K —
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.15% 1,014 $291K —
KOMP SS SPDR S&P Kensho Ne Comp 0.15% 4,812 $281K —
VZ Verizon Communications Inc. 0.14% 5,431 $273K —
VIS Vanguard Industrials ETF 0.14% 847 $264K —
JNJ Johnson & Johnson 0.14% 1,062 $260K —
KO The Coca-Cola Co. 0.13% 3,184 $242K —
NVDA Nvidia Corp. 0.13% 1,376 $240K —
WMT Walmart Inc. 0.13% 1,923 $239K —
OEF iShares S&P 100 ETF 0.13% 750 $239K —
VTWG Vanguard Russell 2000 Growth 0.12% 1,032 $236K —
IYM iShares U.S. Basic Materials 0.12% 1,325 $233K —
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 2,357 $227K —
ADP Automatic Data Processing 0.12% 1,100 $223K —
WFC Wells Fargo & Co. 0.11% 2,701 $215K —
HD Home Depot Inc. 0.11% 651 $214K —
CGVV Cap Group Large Value 0.11% 7,965 $213K —
AXP American Express Co. 0.11% 699 $212K —
VPL Vanguard Ftse Pacific ETF 0.11% 2,096 $205K —
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.11% 6,016 $201K —

Portfolio Sells Q1 2026

No earlier filing to compare with.

Portfolio Buys Q1 2026

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 97$225.9MVGT, VTV, VUG, QQQ, VOO
Q1 2026 88$190.7MVTV, VGT, VUG, QQQ, VOO