Loading…
CIK 0002093991 • 6 13F filings • Nov 12, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("mann-financial-group-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $343K | 0.3% | 1,645 SH | |
| APPLE INC | COM | $247K | 0.2% | 972 SH | |
| APPLIED DIGITAL CORP | COM NEW | $300K | 0.3% | 12,640 SH | |
| ARMADA ACQUISITION CORP II | COM CL A | $128K | 0.1% | 12,450 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $1.0M | 1.0% | 24,592 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $1.6M | 1.5% | 39,750 SH | |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $1.1M | 1.1% | 38,712 SH | |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $960K | 0.9% | 42,975 SH | |
| DEERE & CO | COM | $748K | 0.7% | 1,328 SH | |
| GE AEROSPACE | COM NEW | $343K | 0.3% | 1,209 SH | |
| GE VERNOVA INC | COM | $360K | 0.3% | 412 SH | |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | $1.0M | 1.0% | 30,680 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $4.1M | 3.9% | 39,806 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.8M | 1.7% | 3,049 SH | |
| ISHARES INC | CORE MSCI EMKT | $3.1M | 2.9% | 44,721 SH | |
| ISHARES TR | CORE MSCI EAFE | $22.1M | 20.8% | 243,905 SH | |
| ISHARES TR | CORE MSCI INTL | $1.2M | 1.2% | 14,843 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.3M | 1.2% | 18,808 SH | |
| ISHARES TR | CORE S&P SCP ETF | $2.5M | 2.3% | 19,937 SH | |
| ISHARES TR | CORE S&P500 ETF | $39.2M | 36.9% | 59,978 SH | |
| ISHARES TR | CORE US AGGBD ET | $13.4M | 12.6% | 134,838 SH | |
| ISHARES TR | IBOXX HI YD ETF | $525K | 0.5% | 6,599 SH | |
| ISHARES TR | MSCI USA MIN VOL | $6.1M | 5.8% | 65,958 SH | |
| MICROSOFT CORP | COM | $702K | 0.7% | 1,896 SH | |
| NVIDIA CORPORATION | COM | $309K | 0.3% | 1,773 SH | |
| OCCIDENTAL PETE CORP | COM | $429K | 0.4% | 6,600 SH | |
| OTTER TAIL CORP | COM | $275K | 0.3% | 3,129 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $297K | 0.3% | 6,000 SH | |
| TESLA INC | COM | $229K | 0.2% | 615 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $213K | 0.2% | 665 SH | |
| VERIZON COMMUNICATIONS INC | COM | $236K | 0.2% | 4,711 SH |
| 13F-HR |
| 0002093991-25-000001 |
| $101.2M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002093991-26-000004 | $119.5M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002093991-26-000003 | $106.2M | View |