Macco Financial Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Macco Financial Group, Inc. reported 21 stock positions worth $132.1 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 29.0% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 11.0%) and Vanguard Dividend Apprec ETF (VIG, 11.0%). Compared with Q4 2025, it opened 8 new positions, sold out of 6, added to 8 and reduced 4. The biggest buy was a new position in Vanguard Mrngstr Val ETF-Aui (VTV) and the biggest sale an exit from Vngrd Mrngstr MG Cap ETF-Usd (MGC).
- Most Recent 13F
- Q2 2026
- Location
- GREEN BAY, WI
- CIK
- 0002111816
- Portfolio Value
- $132.1M (Q1 2026)
- SEC Filing
- 0001951757-26-000707 ↗ filed Apr 23, 2026
Holdings Value
Holdings 21 stocks · $132.1M
| SPYM Ste STR SPDR PT S&P 500 ETF | 29.05% | 501,140 | $38.4M | Add +22.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 11.02% | 318,789 | $14.6M | Add +25.8% |
| VIG Vanguard Dividend Apprec ETF | 11.00% | 67,533 | $14.5M | Add +39.5% |
| IEFA iShares Core MSCI Eafe ETF | 8.24% | 120,188 | $10.9M | Add +15.0% |
| IWM iShares Russell 2000 ETF | 6.28% | 33,455 | $8.3M | Add +208.3% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 5.40% | 106,864 | $7.1M | Reduce -18.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.38% | 36,196 | $7.1M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.18% | 69,812 | $6.8M | Reduce -10.4% |
| BAPR Innovator U.S. Equity Buffer | 4.18% | 112,569 | $5.5M | Add +18.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.99% | 13,737 | $3.9M | Reduce -11.3% |
| ZALT Innovator US Eq 10 Buffer | 2.68% | 109,177 | $3.5M | Reduce -1.6% |
| VGIT Vanguard Intermediate-Term T | 2.46% | 54,461 | $3.2M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.21% | 31,821 | $2.9M | Add +13.9% |
| VOO Vanguard S&P 500 ETF | 0.99% | 2,193 | $1.3M | Add +39.0% |
| PULS Pgim Ultra Short Bond ETF | 0.94% | 25,123 | $1.2M | New |
| VXF Vanguard Extended Market ETF | 0.79% | 5,059 | $1.0M | New |
| VYM Vanguard High DVD Yield ETF | 0.45% | 3,977 | $589K | New |
| IWD iShares Russell 1000 Value E | 0.30% | 1,850 | $395K | New |
| AVUV Avantis US Small Cap Value | 0.23% | 2,706 | $299K | New |
| BFC Bank First Corp. | 0.22% | 2,172 | $293K | New |
| BWEN Broadwind Inc. | 0.03% | 21,000 | $44K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Sold out | 0.00% | −4.79 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −4.35 |
| FLRN SS SPDR BB Ig Float RT ETF | Sold out | 0.00% | −2.69 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −2.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -10.4% | 5.18% | −1.97 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Reduce -18.0% | 5.40% | −1.81 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -11.3% | 2.99% | −0.88 |
| ZALT Innovator US Eq 10 Buffer | Reduce -1.6% | 2.68% | −0.42 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.22 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.19 |
Portfolio Buys Q4 2025 → Q1 2026
| VTV Vanguard Mrngstr Val ETF-Aui | New | 5.38% | +5.38 |
| IWM iShares Russell 2000 ETF | Add +208.3% | 6.28% | +3.99 |
| VGIT Vanguard Intermediate-Term T | New | 2.46% | +2.46 |
| VIG Vanguard Dividend Apprec ETF | Add +39.5% | 11.00% | +1.85 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +25.8% | 11.02% | +1.34 |
| PULS Pgim Ultra Short Bond ETF | New | 0.94% | +0.94 |
| VXF Vanguard Extended Market ETF | New | 0.79% | +0.79 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +22.3% | 29.05% | +0.78 |
| VYM Vanguard High DVD Yield ETF | New | 0.45% | +0.45 |
| IWD iShares Russell 1000 Value E | New | 0.30% | +0.30 |
| BAPR Innovator U.S. Equity Buffer | Add +18.2% | 4.18% | +0.25 |
| AVUV Avantis US Small Cap Value | New | 0.23% | +0.23 |
| BFC Bank First Corp. | New | 0.22% | +0.22 |
| IEFA iShares Core MSCI Eafe ETF | Add +15.0% | 8.24% | +0.20 |
| VOO Vanguard S&P 500 ETF | Add +39.0% | 0.99% | +0.14 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +13.9% | 2.21% | +0.01 |