Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MUSTICO FINANCIAL GROUP, INC. (CIK 2034361) reported $143.1M across 46 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RSP ($30.3M, 21.19%), IVV ($17.3M, 12.12%), LQD ($13.7M, 9.60%), FBND ($12.1M, 8.42%), VO ($11.7M, 8.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $30.3M | 21.19% | 150,973 | Added |
| 2 | IVV | ISHARES TR | $17.3M | 12.12% | 24,241 | Added |
| 3 | LQD | ISHARES TR | $13.7M | 9.60% | 125,409 | Trimmed |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $12.1M | 8.42% | 262,336 | Added |
| 5 | VO | VANGUARD INDEX FDS | $11.7M | 8.14% | 144,415 | Added |
| 6 | TIP | ISHARES TR | $11.5M | 8.03% | 90,807 | Added |
| 7 | NUE | NUCOR CORP | $9.6M | 6.69% | 56,665 | Hold |
| 8 | SFY | TIDAL TRUST I | $9.2M | 6.43% | 12,893 | Trimmed |
| 9 | SLV | ISHARES SILVER TR | $3.8M | 2.68% | 55,808 | Added |
| 10 | STIP | ISHARES TR | $2.5M | 1.73% | 23,795 | Trimmed |
| 11 | EWX | SPDR INDEX SHS FDS | $2.4M | 1.68% | 33,415 | Trimmed |
| 12 | IBIT | ISHARES BITCOIN TRUST ETF | $1.7M | 1.18% | 38,713 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $1.5M | 1.08% | 7,394 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $1.4M | 0.96% | 2,114 | Trimmed |
| 15 | PHO | INVESCO EXCHANGE TRADED FD T | $1.2M | 0.84% | 17,420 | Added |
| 16 | MSFT | MICROSOFT CORP | $1.1M | 0.73% | 2,477 | Added |
| 17 | AAPL | APPLE INC | $949,600 | 0.66% | 3,509 | Added |
| 18 | PFO | FLAHERTY & CRUMRINE PFD INCO | $754,283 | 0.53% | 81,412 | Added |
| 19 | MLN | VANECK ETF TRUST | $682,149 | 0.48% | 38,496 | Added |
| 20 | GLW | CORNING INC | $636,672 | 0.44% | 4,682 | Trimmed |
| 21 | UNH | UNITEDHEALTH GROUP INC | $534,884 | 0.37% | 1,621 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $509,054 | 0.36% | 1,083 | Added |
| 23 | ROBO | EXCHANGE TRADED CONCEPTS TRU | $517,493 | 0.36% | 6,478 | Added |
| 24 | AMZN | AMAZON COM INC | $499,588 | 0.35% | 1,922 | Added |
| 25 | GLD | SPDR GOLD TR | $488,184 | 0.34% | 1,127 | Added |
Source: SEC Form 13F filings · as of 2026-03-31