account_balance

Investment manager · 13F filer · SEC CIK 2132054

MTM Financial Group, LLC

Reported value$239Mas of Sep 30, 2026
Positions95 3 new, 3 sold out
Top 10 weight57.5%VIG alone is 13%
FiledNov 1344 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
VIG Vanguard Specialized Funds 13.2% Held
BALT Innovator Etfs Trust 11.5% Held
QQQ Invesco QQQ Tr 8.0% Held
JEPI J P Morgan Exchange Traded F 5.7% Added +6%
BUFF Innovator Etfs Trust 5.6% Held
JEPQ J P Morgan Exchange Traded F 3.7% Added +4%
CGDV Capital Group Dividend Value 3.3% Held
PJUL Innovator Etfs Trust 2.4% Held
PJUN Innovator Etfs Trust 2.0% Held
SDOG Alps ETF Tr 2.0% Held
DDSQ Innovator Etfs Trust 1.9% Added +150%
PAPR Innovator Etfs Trust 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Jul 27, 2026 filing
add_circleNew
arrow_upwardAdded
  • DDSQ +150%
  • TCHP +43%
  • IBHJ +24%
  • IEFA +22%
arrow_downwardTrimmed
  • DDTL −76%
  • MSFT −6%
  • AOCT −4%
  • BUFB −3%
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.

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