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Investment manager · 13F filer · SEC CIK 2093991
Mann Financial Group, Inc.
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Reported value$125Mas of Sep 30, 2026
Positions47 13 new, 0 sold out
Top 10 weight84.2%IVV alone is 40%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
39.6%Added +6%
IEFAiShares Tr
19.1%
AGGiShares Tr
7.7%Trimmed −21%
USMViShares Tr
4.0%Trimmed −17%
XMHQInvesco Exchange Traded Fd T
3.5%Trimmed −20%
QQQInvesco QQQ Tr
2.4%+8%
IEMGiShares Inc
2.4%−17%
VTEBVanguard Mun Bd FDS
2.0%
IDEViShares Tr
1.8%
IJRiShares Tr
1.8%
VTES1.6%
IJH1.0%
IVViShares Tr
39.6%Added +6%
IEFAiShares Tr
19.1%
AGGiShares Tr
7.7%−21%
USMV
XMHQ3.5%
QQQ2.4%
IEMG2.4%
VTEB
IDEV
IJR
VTES
IJH
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
IVV iShares Tr 39.6% Added +6%
IEFA iShares Tr 19.1% Held
AGG iShares Tr 7.7% Trimmed −21%
USMV iShares Tr 4.0% Trimmed −17%
XMHQ Invesco Exchange Traded Fd T 3.5% Trimmed −20%
QQQ Invesco QQQ Tr 2.4% Added +8%
IEMG iShares Inc 2.4% Trimmed −17%
VTEB Vanguard Mun Bd FDS 2.0% New
IDEV iShares Tr 1.8% Added +20%
IJR iShares Tr 1.8% Trimmed −20%
VTES Vanguard Wellington Fd 1.6% New
IJH iShares Tr 1.0% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VTEB $2.44M
- VTES $2.01M
- VO $774K
- VB $671K
arrow_upwardAdded
- FBND +168%
- VZ +108%
- SCUS +48%
- IAGG +44%
arrow_downwardTrimmed
- CGCP −49%
- CGXU −49%
- CGGR −34%
- CGDV −32%
remove_circleSold out
None
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