Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Mach-1 Financial Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Mach-1 Financial Group, LLC (CIK 1843358) reported $258.1M across 131 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JCPB ($28.8M, 11.16%), FTGS ($18.5M, 7.17%), BIV ($13.5M, 5.21%), QQQ ($13.3M, 5.14%), AVLV ($13.0M, 5.05%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JCPBJ P MORGAN EXCHANGE TRADED F$28.8M11.16%613,574Trimmed
2FTGSFIRST TR EXCHANGE-TRADED FD$18.5M7.17%500,463Trimmed
3BIVVANGUARD BD INDEX FDS$13.5M5.21%175,441Added
4QQQINVESCO QQQ TR$13.3M5.14%17,997Trimmed
5AVLVAMERICAN CENTY ETF TR$13.0M5.05%142,794Trimmed
6FTCBFIRST TR EXCHANGE-TRADED FD$11.4M4.40%544,300Trimmed
7RDVYFIRST TR EXCHANGE TRADED FD$10.8M4.18%133,012Added
8UCONFIRST TR EXCHNG TRADED FD VI$10.1M3.89%404,016Trimmed
9JPSTJ P MORGAN EXCHANGE TRADED F$9.9M3.84%195,800Trimmed
10WCMIFIRST TR EXCHANGE-TRADED FD$8.5M3.31%436,175Trimmed
11FDLFIRST TR EXCHANGE-TRADED FD$8.2M3.19%169,188Trimmed
12FIIGFIRST TR EXCHANGE-TRADED FD$7.1M2.75%343,076Trimmed
13IWOISHARES TR$6.5M2.52%16,496Trimmed
14IEFAISHARES TR$6.2M2.41%64,333Added
15SDVYFIRST TR EXCHANGE TRADED FD$6.2M2.40%143,864Trimmed
16AVXCAMERICAN CENTY ETF TR$5.7M2.22%66,972Added
17AIRRFIRST TR EXCHANGE TRADED FD$5.5M2.14%41,417Trimmed
18DFAIDIMENSIONAL ETF TRUST$4.7M1.81%113,134Trimmed
19HELOJ P MORGAN EXCHANGE TRADED F$4.2M1.62%61,801Trimmed
20ILDRFIRST TR EXCHNG TRADED FD VI$4.1M1.59%104,662Trimmed
21JPIBJ P MORGAN EXCHANGE TRADED F$3.4M1.33%71,148Added
22NVDANVIDIA CORPORATION$3.1M1.19%15,410Trimmed
23IHDGWISDOMTREE TR$2.1M0.82%40,403Added
24AAPLAPPLE INC$2.0M0.77%6,830Trimmed
25AMZNAMAZON COM INC$1.7M0.65%7,009Trimmed

Source: SEC Form 13F filings · as of 2026-06-30