Macco Financial Group, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 24, 2026), Macco Financial Group, Inc. reported 19 stock positions worth $116.3 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 28.3% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 9.7%) and Vanguard Dividend Apprec ETF (VIG, 9.1%).

Most Recent 13F
Q2 2026
Location
GREEN BAY, WI
CIK
0002111816
Portfolio Value
$116.3M (Q4 2025)
SEC Filing
0001951757-26-000487 ↗ filed Feb 24, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $116.3M $116.3M Q4 2025 Q1 2026: $132.1M Q1 2026 Q2 2026: $153.9M Q2 2026

Holdings 19 stocks · $116.3M

SPYM Ste STR SPDR PT S&P 500 ETF 28.26% 409,872 $32.9M —
SPDW Ste STR SPDR PT DW Eu ETF 9.68% 253,511 $11.3M —
VIG Vanguard Dividend Apprec ETF 9.15% 48,408 $10.6M —
IEFA iShares Core MSCI Eafe ETF 8.03% 104,477 $9.3M —
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 7.21% 130,271 $8.4M —
SPYG SS SPDR P S&P 500 Growth ETF 7.14% 77,894 $8.3M —
MGC Vngrd Mrngstr MG Cap ETF-Usd 4.79% 22,169 $5.6M —
SPYV SS SPDR P S&P 500 Value ETF 4.35% 89,048 $5.1M —
BAPR Innovator U.S. Equity Buffer 3.93% 95,219 $4.6M —
VO Vngrd Mrngstr MD-Cap ETF-Usd 3.86% 15,492 $4.5M —
ZALT Innovator US Eq 10 Buffer 3.11% 110,938 $3.6M —
FLRN SS SPDR BB Ig Float RT ETF 2.69% 101,870 $3.1M —
IWM iShares Russell 2000 ETF 2.30% 10,850 $2.7M —
BIL SS SPDR BB 1-3M T-Bill ETF 2.19% 27,927 $2.6M —
USMV iShares MSCI USA Min Vol Fac 2.00% 24,686 $2.3M —
VOO Vanguard S&P 500 ETF 0.85% 1,578 $990K —
VTEB Vanguard Tax-Exempt Bond ETF 0.22% 5,199 $261K —
MSFT Microsoft Corp. 0.19% 452 $219K —
BWEN Broadwind Inc. 0.05% 21,000 $59K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 22$153.9MSPYM, SPDW, SPYG, VTV, JMEE
Q1 2026 21$132.1MSPYM, SPDW, VIG, IEFA, IWM
Q4 2025 19$116.3MSPYM, SPDW, VIG, IEFA, JMEE