MTM FINANCIAL GROUP, LLC — 13F holdings

MTM FINANCIAL GROUP, LLC reported 95 holdings worth $233M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. VIG VANGUARD SPECIALIZED FUNDS — $32.1M (13.7%)
  2. BALT INNOVATOR ETFS TRUST — $27.0M (11.6%)
  3. QQQ Invesco Qqq Tr — $18.7M (8.0%)
  4. BUFF INNOVATOR ETFS TRUST — $12.9M (5.5%)
  5. JEPI J P MORGAN EXCHANGE TRADED F — $12.9M (5.5%)
  6. JEPQ J P MORGAN EXCHANGE TRADED F — $8.50M (3.6%)
  7. CGDV CAPITAL GROUP DIVIDEND VALUE — $7.93M (3.4%)
  8. PJUL INNOVATOR ETFS TRUST — $5.72M (2.4%)
  9. SDOG ALPS ETF TR — $4.78M (2.1%)
  10. PJUN INNOVATOR ETFS TRUST — $4.74M (2.0%)