account_balance

Investment manager · 13F filer · SEC CIK 2034361

Mustico Financial Group, Inc.

Reported value$156Mas of Sep 30, 2026
Positions47 2 new, 4 sold out
Top 10 weight84.6%RSP alone is 20%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
RSP Invesco Exchange Traded Fd T 19.8% Held
IVV iShares Tr 13.6% Added +4%
FBND Fidelity Merrimack STR Tr 9.1% Added +5%
VO Vanguard Index FDS 8.8% Added +6%
NUE Nucor Corp 8.3% Held
LQD iShares Tr 8.0% Held
TIP iShares Tr 7.2% Added +2%
SFY Tidal Trust I 6.3% Held
SLV iShares Silver Trust 1.9% Held
EWX SPDR Index SHS FDS 1.5% Held
IBIT iShares Bitcoin Trust ETF 1.4% Added +5%
STIP iShares Tr 1.2% Trimmed −6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 11, 2026 filing
add_circleNew
  • QQQ $360K
  • AMD $229K
arrow_upwardAdded
  • FLOT +118%
  • CPER +80%
  • XRPR +27%
  • VOLT +24%
arrow_downwardTrimmed
  • VXUS −8%
  • AMAT −6%
  • STIP −6%
  • AAPL −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist