Mach-1 Financial Group, Llc Portfolio Stock Holdings

Mach-1 Financial Group, Llc disclosed 161 stock positions valued at approximately $284.0 million in its latest SEC 13F filing. The largest holdings include J P MORGAN EXCHANGE TRADED F, FIRST TR EXCHANGE-TRADED FD, and VANGUARD BD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
161
Portfolio Value
$284.0M
Holdings by Sector
Mach-1 Financial Group, Llc Portfolio Holdings in Q1 2026

157 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
J P MORGAN EXCHANGE TRADED FJCPBOther10.25%618,151+68,318+12.43%$29,102,546
FIRST TR EXCHANGE-TRADED FDFTGSOther6.55%546,689+53,396+10.82%$18,612,582
VANGUARD BD INDEX FDSBIVOther4.46%164,231+11,239+7.35%$12,675,349
AMERICAN CENTY ETF TRAVLVOther4.46%157,130+4,625+3.03%$12,666,340
INVESCO QQQ TRQQQOther4.12%20,273-2,216-9.85%$11,701,841
J P MORGAN EXCHANGE TRADED FJPSTOther3.58%201,174+3,486+1.76%$10,181,426
FIRST TR EXCHNG TRADED FD VIUCONOther3.53%404,701+32,064+8.60%$10,024,491
FIRST TR EXCHANGE-TRADED FDFDLOther3.35%187,141-1,500-0.80%$9,506,794
FIRST TR EXCHANGE TRADED FDRDVYOther3.20%132,992-20,554-13.39%$9,080,805
WALMART INCWMTConsumer Defensive2.67%61,091-172,640-73.86%$7,592,487
FIRST TR EXCHANGE-TRADED FDFIIGOther2.63%360,331+46,049+14.65%$7,476,879
FIRST TR EXCHANGE TRADED FDSDVYOther2.01%144,593-142,373-49.61%$5,701,322
ISHARES TRIWOOther2.00%18,137+12,606+227.92%$5,691,773
ISHARES TRIEFAOther1.85%58,035+7,441+14.71%$5,253,909
FIRST TR EXCHANGE TRADED FDAIRROther1.80%46,155-7,226-13.54%$5,113,125
DIMENSIONAL ETF TRUSTDFAIOther1.72%125,312+6,229+5.23%$4,882,206
J P MORGAN EXCHANGE TRADED FHELOOther1.49%66,029+1,653+2.57%$4,219,922
FIRST TR EXCHNG TRADED FD VIILDROther1.29%123,511+1,498+1.23%$3,678,178
J P MORGAN EXCHANGE TRADED FJPIBOther1.12%66,588+3,958+6.32%$3,184,238
APPLE INCAAPLTechnology0.98%11,001-33,950-75.53%$2,792,219
NVIDIA CORPORATIONNVDATechnology0.98%15,903-47,106-74.76%$2,773,530
ALPHABET INCGOOGLCommunication Services0.84%8,248-14,351-63.50%$2,371,795
META PLATFORMS INCMETACommunication Services0.77%3,830-4,584-54.48%$2,191,278
JPMORGAN CHASE & COJPMFinancial Services0.77%7,427-13,287-64.15%$2,184,929
MICROSOFT CORPMSFTTechnology0.76%5,797-16,335-73.81%$2,146,171
AMAZON COM INCAMZNConsumer Cyclical0.72%9,752-21,740-69.03%$2,031,052
WISDOMTREE TRIHDGOther0.61%36,265+9,501+35.50%$1,746,139
BROADCOM INCAVGOTechnology0.61%5,637-11,842-67.75%$1,744,709
MORGAN STANLEYMSFinancial Services0.51%8,833-8,660-49.51%$1,453,721
ANALOG DEVICES INCADITechnology0.47%4,238-6,393-60.14%$1,348,135
CISCO SYS INCCSCOTechnology0.43%15,624-34,199-68.64%$1,212,270
FIRST TR EXCHNG TRADED FD VIBUFROther0.41%34,391+161+0.47%$1,161,384
SCHWAB CHARLES CORPSCHWFinancial Services0.38%11,594-11,604-50.02%$1,089,648
CVS HEALTH CORPCVSHealthcare0.38%15,160+11,409+304.16%$1,088,791
TE CONNECTIVITY PLCTELOther0.38%5,117+5,117+100.00%$1,069,555
EXXON MOBIL CORPXOMEnergy0.37%6,245-20,848-76.95%$1,059,574
VISA INCVFinancial Services0.36%3,390-3,635-51.74%$1,024,553
PIMCO DYNAMIC INCOME FDPDIFinancial Services0.29%48,594+698+1.46%$831,460
EXPEDIA GROUP INCEXPEConsumer Cyclical0.29%3,524-404-10.29%$813,656
ELI LILLY & COLLYHealthcare0.28%857-2,935-77.40%$788,243
JOHNSON & JOHNSONJNJHealthcare0.28%3,201-12,807-80.00%$782,509
WELLS FARGO & COWFCFinancial Services0.27%9,621-31,786-76.76%$765,948
EBAY INC.EBAYConsumer Cyclical0.27%8,402+422+5.29%$764,750
TEXAS INSTRS INCTXNTechnology0.27%3,905+103+2.71%$758,193
NORTHROP GRUMMAN CORPNOCIndustrials0.26%1,088+568+109.23%$742,513
TJX COS INC NEWTJXConsumer Cyclical0.26%4,571-5,212-53.28%$729,989
AUTODESK INCADSKTechnology0.26%3,044+2,287+302.11%$728,734
KLA CORPKLACTechnology0.25%482-436-47.49%$709,702
FIRST TR EXCHNG TRADED FD VIFIXDOther0.25%16,014-1,447-8.29%$698,067
VANGUARD ADMIRAL FDS INCVIOOOther0.24%5,957+241+4.22%$684,112
COMFORT SYS USA INCFIXIndustrials0.24%490-432-46.85%$675,705
FIVE BELOW INCFIVEConsumer Cyclical0.24%2,949-1,889-39.05%$673,788
CHUBB LTD SWITZCBFinancial Services0.24%2,056-2,274-52.52%$669,983
LAM RESEARCH CORPLRCXOther0.24%3,135-5,229-62.52%$669,824
MONOLITHIC PWR SYS INCMPWRTechnology0.24%612-326-34.75%$669,130
RALPH LAUREN CORPRLConsumer Cyclical0.24%1,941-1,120-36.59%$667,685
ABBVIE INCABBVHealthcare0.23%3,029-6,005-66.47%$658,827
NEXTERA ENERGY INCNEEUtilities0.23%6,988-10,726-60.55%$649,019
TAPESTRY INCTPRConsumer Cyclical0.22%4,442-1,203-21.31%$626,811
SPDR SERIES TRUSTSPLGOther0.22%8,167+312+3.97%$625,191
BANK AMERICA CORPBACFinancial Services0.22%12,816-29,729-69.88%$624,787
WILLIAMS COS INCWMBEnergy0.22%8,534+8,534+100.00%$621,105
FIRST TR EXCHNG TRADED FD VIBUFQOther0.21%17,042-1,554-8.36%$601,924
SPDR SERIES TRUSTSPYGOther0.21%6,126-1,661-21.33%$599,799
DYNATRACE INCDTTechnology0.21%15,979+3,472+27.76%$590,903
GENERAL DYNAMICS CORPGDIndustrials0.21%1,711-1,967-53.48%$587,249
MCDONALDS CORPMCDConsumer Cyclical0.21%1,876-6,760-78.28%$583,179
FIRST TR EXCHANGE-TRADED FDFVDOther0.20%12,363+614+5.23%$581,465
PHILIP MORRIS INTL INCPMConsumer Defensive0.20%3,516-8,108-69.75%$581,406
PARKER-HANNIFIN CORPPHIndustrials0.20%642-894-58.20%$574,744
ARISTA NETWORKS INCANETOther0.20%4,633-6,213-57.28%$568,840
APPLOVIN CORPAPPTechnology0.19%1,378-261-15.92%$548,444
SCHWAB STRATEGIC TRSCHDOther0.19%17,745-7,315-29.19%$544,414
MASTERCARD INCORPORATEDMAFinancial Services0.19%1,087-3,505-76.33%$543,130
CIRRUS LOGIC INCCRUSTechnology0.19%3,735-2,475-39.86%$540,156
NORTHERN TR CORPNTRSFinancial Services0.19%3,833-932-19.56%$534,972
COMCAST CORP NEWCMCSACommunication Services0.19%18,469-35,894-66.03%$530,253
VANGUARD INDEX FDSVUGOther0.19%1,207-1,641-57.62%$527,337
VANGUARD INDEX FDSVOOOther0.18%877-503-36.45%$524,611
SPDR GOLD TRGLDOther0.18%1,204-1,019-45.84%$518,075
MARSH & MCLENNAN COS INCMMCFinancial Services0.18%2,984-2,021-40.38%$517,575
INSULET CORPPODDHealthcare0.18%2,451-709-22.44%$514,318
ISHARES TRIWROther0.18%5,268+287+5.76%$512,196
ISHARES TRHEFAOther0.18%11,980+2,612+27.88%$509,092
BLACKROCK INCBLKOther0.18%525-497-48.63%$504,898
DANAHER CORP DELDHRHealthcare0.17%2,503+51+2.08%$474,569
RESMED INCRMDHealthcare0.17%2,114-296-12.28%$474,551
WINTRUST FINL CORPWTFCFinancial Services0.16%3,271-1,034-24.02%$454,473
HUBBELL INCHUBBIndustrials0.16%916+916+100.00%$449,518
SIMPLIFY EXCHANGE TRADED FUNAGGHOther0.16%22,045-484-2.15%$448,620
CHEVRON CORPORATIONCVXEnergy0.16%2,152-9,706-81.85%$445,330
STERLING INFRASTRUCTURE INCSTRLIndustrials0.16%1,087-411-27.44%$442,702
ITT INCITTIndustrials0.15%2,289+1,111+94.31%$436,123
FIRSTCASH HOLDINGS INCFCFSFinancial Services0.15%2,306-2,130-48.02%$433,528
CONOCOPHILLIPSCOPEnergy0.15%3,224-9,262-74.18%$425,531
ALPS ETF TRAMLPOther0.15%7,860+133+1.72%$413,756
EAST WEST BANCORP INCEWBCFinancial Services0.15%3,861-5,431-58.45%$412,200
MERCK & CO INCMRKHealthcare0.14%3,385-4,958-59.43%$407,202
WATTS WATER TECHNOLOGIES INCWTSIndustrials0.14%1,370-5,695-80.61%$397,697
INCYTE CORPINCYHealthcare0.14%4,214+2,033+93.21%$396,622