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Michael Macco

Macco Financial Group, Inc.

Assets Managed
$132.061M
Holdings
21
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
13.52%(2Q avg: 6.76%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Macco Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Macco Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 132.061M in assets, with a quarterly growth rate of 13.52% and a 2-quarter average growth rate of 6.76%. The portfolio is managed by Michael Macco, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 22.27%
29.05%
$38.357M
501,140 shares@ $76.54 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 25.75%
11.02%
$14.553M
318,789 shares@ $45.66 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 39.51%
11%
$14.524M
67,533 shares@ $215.06 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 15.04%
8.24%
$10.881M
120,188 shares@ $90.54 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 208.35%
6.29%
$8.297M
33,455 shares@ $248.01 avg price
JMEE
Jpm Sma & Mid Cap En Eq Et-u
Recent Activity
Decreased -17.96%
5.41%
$7.135M
106,864 shares@ $66.77 avg price
VTV
Vanguard Value Etf
Recent Activity
New Position
5.38%
$7.102M
36,196 shares@ $196.2 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -10.37%
5.18%
$6.835M
69,812 shares@ $97.92 avg price
BAPR
Innovator U.s. Equity Buffer
Recent Activity
Increased 18.23%
4.18%
$5.514M
112,569 shares@ $48.99 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -11.32%
2.99%
$3.945M
13,737 shares@ $287.17 avg price

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