Mann Financial Group, Inc.

CIK 0002093991 • 6 13F filings • Nov 12, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2025

Q2 2026

Q1 2026

TechnologyConsumer DiscretionaryFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $103.4M31 positionsView on SEC.gov

			% of Portfolio
#gid=979403238&range=A127	SHS CREATION UNI	$1.1M	1.1%	37,732 SH	New
#gid=979403238&range=A1466	CORE S&P500 ETF	$39.5M	38.2%	57,724 SH	New
#gid=979403238&range=A148	CORE PLUS INCM	$973K	0.9%	42,975 SH	New
#gid=979403238&range=A153	COM	$618K	0.6%	1,328 SH	New
#gid=979403238&range=A156	COM NEW	$372K	0.4%	1,209 SH	New
#gid=979403238&range=A159	COM	$269K	0.3%	412 SH	New
#gid=979403238&range=A16	COM	$264K	0.3%	972 SH	New
#gid=979403238&range=A196	TOTAL RTRN ETF	$1.0M	1.0%	30,640 SH	New
#gid=979403238&range=A1981	CORE US AGGBD ET	$13.8M	13.3%	137,684 SH	New
#gid=979403238&range=A20	COM NEW	$224K	0.2%	9,140 SH	New
#gid=979403238&range=A23	COM CL A	$127K	0.1%	12,450 SH	New
#gid=979403238&range=A2763	CORE MSCI EAFE	$21.1M	20.4%	235,862 SH	New
#gid=979403238&range=A303	S&P MDCP QUALITY	$2.4M	2.3%	23,271 SH	New
#gid=979403238&range=A3111	MSCI USA MIN VOL	$6.8M	6.6%	72,324 SH	New
#gid=979403238&range=A3250	CORE S&P SCP ETF	$2.1M	2.1%	17,733 SH	New
#gid=979403238&range=A3278	CORE MSCI INTL	$767K	0.7%	9,298 SH	New
#gid=979403238&range=A3309	CORE S&P MCP ETF	$883K	0.9%	13,379 SH	New
#gid=979403238&range=A3330	IBOXX HI YD ETF	$360K	0.3%	4,464 SH	New
#gid=979403238&range=A334	UNIT SER 1	$1.5M	1.5%	2,475 SH	New
#gid=979403238&range=A3343	COM	$899K	0.9%	1,858 SH	New
#gid=979403238&range=A3360	COM	$331K	0.3%	1,773 SH	New
#gid=979403238&range=A3364	COM	$271K	0.3%	6,600 SH	New
#gid=979403238&range=A3372	COM	$253K	0.2%	3,129 SH	New
#gid=979403238&range=A3375	PGIM ULTRA SH BD	$298K	0.3%	6,000 SH	New
#gid=979403238&range=A3382	COM	$277K	0.3%	615 SH	New
#gid=979403238&range=A3387	TOTAL STK MKT	$223K	0.2%	665 SH	New
#gid=979403238&range=A3399	COM	$287K	0.3%	7,046 SH	New
#gid=979403238&range=A44	SHS CREATION UNI	$1.1M	1.0%	24,745 SH	New
#gid=979403238&range=A566	CORE MSCI EMKT	$3.1M	3.0%	45,444 SH	New
#gid=979403238&range=A8	COM	$380K	0.4%	1,645 SH	New
#gid=979403238&range=A99	SHS CREATION UNI	$1.8M	1.7%	39,946 SH	New

Sold (vs prior filing)

AMAZON COM INC — $341K
APPLE INC — $249K
APPLIED DIGITAL CORP — $210K
CAPITAL GROUP DIVIDEND VALUE — $1.1M
CAPITAL GROUP GROWTH ETF — $1.8M
CAPITAL GROUP INTL FOCUS EQT — $1.1M
CAPITAL GRP FIXED INCM ETF T — $908K
DEERE & CO — $607K
GE AEROSPACE — $433K
GE VERNOVA INC — $253K
HARTFORD FDS EXCHANGE TRADED — $1.1M
INVESCO EXCHANGE TRADED FD T — $1.4M
INVESCO QQQ TR — $1.4M
ISHARES BITCOIN TRUST ETF — $217K
ISHARES INC — $3.1M
ISHARES TR — $20.4M
ISHARES TR — $385K
ISHARES TR — $594K
ISHARES TR — $2.0M
ISHARES TR — $38.5M
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0002093991-26-000010	—	View
Feb 9, 2026	Q4 2025	13F-HR/A	0002093991-26-000002	$103.4M	View
Nov 12, 2025	Q3 2025