Macco Financial Group, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 92.9%; sector active share 86.7% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
22 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 99.6% | $153,306,600 |
| Financial Services | 0.3% | $537,080 |
| Industrials | 0.1% | $101,430 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +132,260 | 633,400 | $55,663,192 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | +60,092 | 129,904 | $15,457,276 | |
| VO | VANGUARD MID-CAP INDEX FUND | +35,305 | 49,042 | $3,951,313 | |
| PULS | PGIM Ultra Short Bond ETF | +32,290 | 57,413 | $2,844,814 | |
| JMEE | JPMorgan Small & Mid Cap Enhanced Equity ETF | +32,100 | 138,964 | $10,843,360 | |
| BAPR | Sageworth Trust Co | +28,720 | 141,289 | $7,525,052 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | +28,433 | 347,222 | $17,496,516 | |
| VTV | VANGUARD VALUE INDEX FUND | +17,317 | 53,513 | $11,662,088 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | +3,234 | 7,211 | $1,139,554 | |
| AVUV | Avantis U.S. Small Cap Value ETF | +1,888 | 4,594 | $573,147 | |
| IWD | iShares Russell 1000 Value ETF | +948 | 2,798 | $678,319 | |
| VOO | VANGUARD 500 INDEX FUND | +260 | 2,453 | $1,684,744 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VIG | Vanguard Specialized Funds | −57,290 | 10,243 | $2,423,698 | |
| IEFA | iShares Core MSCI EAFE ETF | −46,007 | 74,181 | $7,164,400 | |
| IWM | iShares Russell 2000 ETF | −10,843 | 22,612 | $6,793,775 | |
| ZALT | −6,049 | 103,128 | $3,492,945 | ||
| — | −5,500 | 26,321 | $2,412,056 | ||
| — | −76 | 4,983 | $1,226,864 | ||
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | 54,461 | $3,243,152 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 633,400 | $55,663,192 | 36.16% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Added | 347,222 | $17,496,516 | 11.37% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Added | 129,904 | $15,457,276 | 10.04% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 53,513 | $11,662,088 | 7.58% | |
| JMEE |
JPMorgan Small & Mid Cap Enhanced Equity ETF
|
Added | 138,964 | $10,843,360 | 7.04% | |
| BAPR |
Sageworth Trust Co
|
Added | 141,289 | $7,525,052 | 4.89% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 74,181 | $7,164,400 | 4.65% | |
| IWM |
iShares Russell 2000 ETF
|
Reduced | 22,612 | $6,793,775 | 4.41% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 49,042 | $3,951,313 | 2.57% | |
| ZALT |
|
Reduced | 103,128 | $3,492,945 | 2.27% | |
| PULS |
PGIM Ultra Short Bond ETF
|
Added | 57,413 | $2,844,814 | 1.85% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 10,243 | $2,423,698 | 1.57% | |
|
|
Reduced | 26,321 | $2,412,056 | 1.57% | ||
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 2,453 | $1,684,744 | 1.09% | |
|
|
Reduced | 4,983 | $1,226,864 | 0.80% | ||
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Added | 7,211 | $1,139,554 | 0.74% | |
| IWD |
iShares Russell 1000 Value ETF
|
Added | 2,798 | $678,319 | 0.44% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Added | 4,594 | $573,147 | 0.37% | |
| BFC |
Bank First Corp
Financial Services
|
Held | 2,172 | $322,216 | 0.21% | |
| VYMI |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND
|
NEW | 2,785 | $273,487 | 0.18% | |
| WFC |
Wells Fargo & Company
Financial Services
|
NEW | 2,600 | $214,864 | 0.14% | |
| BWEN |
Broadwind, Inc.
Industrials
|
Held | 21,000 | $101,430 | 0.07% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.