Terminal · Institutions

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

Members Advisory Group LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Members Advisory Group LLC (CIK 1908587) reported $358.2M across 42 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHB ($34.2M, 9.54%), VOO ($27.4M, 7.65%), BINC ($26.1M, 7.28%), QQQM ($25.0M, 6.97%), IQM ($24.4M, 6.82%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCHBSCHWAB STRATEGIC TR$34.2M9.54%1.2MTrimmed
2VOOVANGUARD INDEX FDS$27.4M7.65%39,856Trimmed
3BINCBLACKROCK ETF TRUST II$26.1M7.28%498,275Added
4QQQMINVESCO EXCH TRADED FD TR II$25.0M6.97%82,427New
5IQMFRANKLIN TEMPLETON ETF TR$24.4M6.82%196,751Added
6PYLDPIMCO ETF TR$24.1M6.73%909,360Added
7VOLTTEMA ETF TRUST$20.1M5.62%480,790Added
8VTVVANGUARD INDEX FDS$17.1M4.78%78,490Trimmed
9DGTSPDR SERIES TRUST$14.8M4.13%80,007Trimmed
10GLDSPDR GOLD TR$14.6M4.07%39,549Trimmed
11DRAMROUNDHILL ETF TRUST$13.9M3.89%188,480New
12PSIINVESCO EXCHANGE TRADED FD T$12.6M3.52%67,134Added
13VCITVANGUARD SCOTTSDALE FDS$12.3M3.44%149,176Trimmed
14EUVCORGI ETF TR I$11.5M3.22%360,223New
15FRDMEA SERIES TRUST$11.4M3.19%156,601Added
16IEQLAZARD ACTIVE ETF TR$10.9M3.05%311,190Added
17SAMTADVISORS INNER CIRCLE FD III$10.8M3.01%226,079New
18AIPOTIDAL TRUST II$7.8M2.19%234,902New
19XSDSPDR SERIES TRUST$7.4M2.05%11,786New
20UTESETFIS SER TR I$7.2M2.00%87,475New
21WQTMWISDOMTREE TR$6.4M1.80%170,507New
22JPLDJ P MORGAN EXCHANGE TRADED F$4.2M1.19%81,398Trimmed
23SCHGSCHWAB STRATEGIC TR$2.2M0.60%63,765Trimmed
24NBTBNBT BANCORP INC$1.7M0.46%33,522Hold
25DGXXDIGI PWR X INC$1.4M0.39%255,468Added

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