Mach-1 Financial Group, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$284.0M
Q ending 2026-03-31
Prior quarter
$486.8M
Q ending 2025-12-31
Change
-41.7% QoQ · -14.8% YoY
Positions
161
reported holdings

Largest positions

Top 100 of 161 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
J P Morgan Exchange Traded FJCPBShares$29.1M618K
First Tr Exchange-Traded FdFTGSShares$18.6M547K
Vanguard Bd Index FdsBIVShares$12.7M164K
American Centy Etf TrAVLVShares$12.7M157K
First Tr Exchange-Traded FdFTCBShares$12.0M573K
Invesco Qqq TrQQQShares$11.7M20K
J P Morgan Exchange Traded FJPSTShares$10.2M201K
First Tr Exchng Traded Fd ViUCONShares$10.0M405K
First Tr Exchange-Traded FdFDLShares$9.5M187K
First Tr Exchange Traded FdRDVYShares$9.1M133K
First Tr Exchange-Traded FdWCMIShares$8.0M477K
Walmart IncWMTShares$7.6M61K
First Tr Exchange-Traded FdFIIGShares$7.5M360K
First Tr Exchange Traded FdSDVYShares$5.7M145K
Ishares TrIWOShares$5.7M18K
Ishares TrIEFAShares$5.3M58K
First Tr Exchange Traded FdAIRRShares$5.1M46K
Dimensional Etf TrustDFAIShares$4.9M125K
American Centy Etf TrAVXCShares$4.3M63K
J P Morgan Exchange Traded FHELOShares$4.2M66K
First Tr Exchng Traded Fd ViILDRShares$3.7M124K
J P Morgan Exchange Traded FJPIBShares$3.2M67K
Apple IncAAPLShares$2.8M11K
Nvidia CorporationNVDAShares$2.8M16K
Alphabet IncGOOGLShares$2.4M8K
Meta Platforms IncMETAShares$2.2M4K
Jpmorgan Chase & CoJPMShares$2.2M7K
Microsoft CorpMSFTShares$2.1M6K
Amazon Com IncAMZNShares$2.0M10K
Wisdomtree TrIHDGShares$1.7M36K
Broadcom IncAVGOShares$1.7M6K
Morgan StanleyMSShares$1.5M9K
Analog Devices IncADIShares$1.3M4K
Cisco Sys IncCSCOShares$1.2M16K
First Tr Exchng Traded Fd ViBUFRShares$1.2M34K
Schwab Charles CorpSCHWShares$1.1M12K
Cvs Health CorpCVSShares$1.1M15K
Te Connectivity PlcShares$1.1M5K
Exxon Mobil CorpXOMShares$1.1M6K
Visa IncVShares$1.0M3K
Pimco Dynamic Income FdPDIShares$831K49K
Expedia Group IncEXPEShares$814K4K
Eli Lilly & CoLLYShares$788K857
Johnson & JohnsonJNJShares$783K3K
Wells Fargo & CoWFCShares$766K10K
Ebay Inc.EBAYShares$765K8K
Texas Instrs IncTXNShares$758K4K
Northrop Grumman CorpNOCShares$743K1K
Tjx Cos Inc NewTJXShares$730K5K
Autodesk IncADSKShares$729K3K
Kla CorpKLACShares$710K482
First Tr Exchng Traded Fd ViFIXDShares$698K16K
Vanguard Admiral Fds IncVIOOShares$684K6K
Comfort Sys Usa IncFIXShares$676K490
Five Below IncFIVEShares$674K3K
Chubb Ltd SwitzShares$670K2K
Lam Research CorpLRCXShares$670K3K
Monolithic Pwr Sys IncMPWRShares$669K612
Ralph Lauren CorpRLShares$668K2K
Abbvie IncABBVShares$659K3K
Nextera Energy IncNEEShares$649K7K
Tapestry IncTPRShares$627K4K
Spdr Series TrustSPYMShares$625K8K
Bank America CorpBACShares$625K13K
Williams Cos IncWMBShares$621K9K
First Tr Exchng Traded Fd ViBUFQShares$602K17K
Spdr Series TrustSPYGShares$600K6K
Dynatrace IncDTShares$591K16K
General Dynamics CorpGDShares$587K2K
Mcdonalds CorpMCDShares$583K2K
First Tr Exchange-Traded FdFVDShares$581K12K
Philip Morris Intl IncPMShares$581K4K
Parker-Hannifin CorpPHShares$575K642
Arista Networks IncANETShares$569K5K
Vs TrustShares$552K64K
Applovin CorpAPPShares$548K1K
Schwab Strategic TrSCHDShares$544K18K
Mastercard IncorporatedMAShares$543K1K
Cirrus Logic IncCRUSShares$540K4K
Northern Tr CorpNTRSShares$535K4K
Comcast Corp NewCMCSAShares$530K18K
Vanguard Index FdsVUGShares$527K1K
Vanguard Index FdsVOOShares$525K877
Spdr Gold TrGLDShares$518K1K
Marsh & Mclennan Cos IncMRSHShares$518K3K
Insulet CorpPODDShares$514K2K
Ishares TrIWRShares$512K5K
Ishares TrHEFAShares$509K12K
Blackrock IncBLKShares$505K525
Danaher Corp DelDHRShares$475K3K
Resmed IncRMDShares$475K2K
Wintrust Finl CorpWTFCShares$454K3K
Hubbell IncHUBBShares$450K916
Simplify Exchange Traded FunAGGHShares$449K22K
Chevron CorporationCVXShares$445K2K
Sterling Infrastructure IncSTRLShares$443K1K
Itt IncITTShares$436K2K
Firstcash Holdings IncFCFSShares$434K2K
ConocophillipsCOPShares$426K3K
Alps Etf TrAMLPShares$414K8K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.