Macco Financial Group, Inc.

GREEN BAY, WI · CIK 2111816 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyGreen Bay, WI

$153.9m reported value +16.6% vs Q1 2026

22positions

91.0%in top 10

2 new 11 added 7 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	633,400	$55.7m36.16%	36.16%	Added +132.3k	+132,260 26.4%
2	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	347,222	$17.5m11.37%	11.37%	Added +28.4k	+28,433 8.9%
3	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	129,904	$15.5m10.04%	10.04%	Added +60.1k	+60,092 86.1%
4	VANGUARD INDEX FDS VALUE ETF VTV	VTV	53,513	$11.7m7.58%	7.58%	Added +17.3k	+17,317 47.8%
5	J P MORGAN EXCHANGE TRADED F SMALL & MID CAP JMEE	JMEE	138,964	$10.8m7.04%	7.04%	Added +32.1k	+32,100 30.0%
6	INNOVATOR ETFS TRUST US EQT BUFR APR BAPR	BAPR	141,289	$7.5m4.89%	4.89%	Added +28.7k	+28,720 25.5%
7	ISHARES TR CORE MSCI EAFE IEFA	IEFA	74,181	$7.2m4.65%	4.65%	Reduced -46.0k	-46,007 -38.3%
8	ISHARES TR RUSSELL 2000 ETF IWM	IWM	22,612	$6.8m4.41%	4.41%	Reduced -10.8k	-10,843 -32.4%
9	VANGUARD INDEX FDS MID CAP ETF VO	VO	49,042	$4.0m2.57%	2.57%	Reduced -5.9k	-5,906 -10.8%
10	INNOVATOR ETFS TRUST U S EQ 10 BUFFER ZALT	ZALT	103,128	$3.5m2.27%	2.27%	Reduced -6.0k	-6,049 -5.5%
11	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	57,413	$2.8m1.85%	1.85%	Added +32.3k	+32,290 128.5%
12	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	10,243	$2.4m1.57%	1.57%	Reduced -57.3k	-57,290 -84.8%
13	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	26,321	$2.4m1.57%	1.57%	Reduced -5.5k	-5,500 -17.3%
14	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,453	$1.7m1.09%	1.09%	Added +260	+260 11.9%
15	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	4,983	$1.2m0.80%	0.80%	Reduced -76	-76 -1.5%
16	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	7,211	$1.1m0.74%	0.74%	Added +3.2k	+3,234 81.3%
17	ISHARES TR RUS 1000 VAL ETF IWD	IWD	2,798	$678.3k0.44%	0.44%	Added +948	+948 51.2%
18	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	4,594	$573.1k0.37%	0.37%	Added +1.9k	+1,888 69.8%
19	BANK FIRST CORP COM BFC	BFC	2,172	$322.2k0.21%	0.21%	Unchanged
20	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	2,785	$273.5k0.18%	0.18%	New
21	WELLS FARGO CO NEW COM WFC	WFC	2,600	$214.9k0.14%	0.14%	New
22	BROADWIND INC COM NEW BWEN	BWEN	21,000	$101.4k0.07%	0.07%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD SCOTTSDALE FDS VGIT	VGIT	54,461	$3.2m54.5k shares