SEC 13F Intelligence

Managers / Q1 2026

Main Street Group, LTD

CIK 0001965796 · 4510 COX ROAD, SUITE 102, GLEN ALLEN, VA, 23060 · (804) 270-4470

Reported Value
$340M
Q1 2026
Positions
1,558
Filings on Record
10
2019–present window
Filed
May 6, 2026
original filing

Summary

Main Street Group, Ltd reported $340M in U.S.-listed holdings across 1,558 positions for Q1 2026.

Its largest position, Proshares Ultra Qqq, represents 13.0% of the portfolio.

Compared with Q4 2025, the fund opened 775 new positions and exited 0.

Portfolio Metrics

Turnover
+10.7%
vs prior filed quarter
Top-10 Concentration
+48.9%
share of reported value
Largest Position
+13.0%
Proshares Ultra Qqq

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $288MQ4 ’23Q1 ’24: $229MQ2 ’24: $241MQ2 ’24Q3 ’24: $254MQ4 ’24: $270MQ4 ’24Q1 ’25: $260MQ2 ’25: $307MQ2 ’25Q3 ’25: $341MQ4 ’25: $290MQ4 ’25Q1 ’26: $340Mfilingsflow.com

Portfolio Composition

By security type
ETP: 76.7%Common Stock: 13.5%US GOVERNMENT: 7.9%Closed-End Fund: 0.6%FIXED: 0.4%Other: 0.9%
  • ETP · 76.7% · $261M
  • Common Stock · 13.5% · $46M
  • US GOVERNMENT · 7.9% · $27M
  • Closed-End Fund · 0.6% · $2M
  • FIXED · 0.4% · $2M
  • Other · 0.9% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARESNEW+153.9K153.9K+$12M$12M
US TREASU NTNEW+7.16M7.16M+$6M$6M
US TREASU NTNEW+6.29M6.29M+$6M$6M
XLESTATE STREET ENERGY SELECT SECTOR SPDR ETFNEW+68.1K68.1K+$4M$4M
US TREASU NTNEW+4.10M4.10M+$4M$4M
US TREASU NTNEW+1.90M1.90M+$2M$2M
US TREASU NTNEW+1.49M1.49M+$1M$1M
US TREASUR NTNEW+1.20M1.20M+$1M$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

28 positions
#IssuerClass% PortfolioValueShares
1PROSHARES ULTRA QQQSTOK17.75%$60M990.6K
2PROSHARES ULTRA S&P500STOK17.02%$58M1.12M
3PGIM ULTRA SHORT BOND ETFSTOK8.80%$30M605.2K
4PGIM AAA CLO ETFSTOK6.45%$22M428.9K
5US TREASU NTFIX3.93%$13M14.43M
6VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARESSTOK2.97%$10M134.7K
7MSFTMICROSOFT CORPhistory →STOK2.42%$8M22.3K
8NDQINVESCO QQQ TRhistory →STOK2.11%$7M12.5K
9RANGE NUCLEAR RENAISSANCE ETFSTOK1.35%$5M69.7K
10PROSHARES ULTRAPRO QQQSTOK1.16%$4M94.6K
11PROSHARES ULTRAPRO S& P500STOK1.13%$4M39.7K
12XLESTATE STREET ENERGY SELECT SECTOR SPDR ETFSTOK0.81%$3M44.8K
13ALPHA ARCHITECT 1-3 MONTH BOX ETFSTOK0.79%$3M23.2K
14SCHWAB SHORT-TERM U.S. TREASURY ETFSTOK0.72%$2M100.9K
15STATE STREET SPDR S&P 500 ETF TRUSTSTOK0.70%$2M3.7K
16AAPLAPPLE INCSTOK0.64%$2M8.6K
17NSCNORFOLK SOUTHN CORPSTOK0.45%$2M5.4K
18NVDANVIDIA CORPSTOK0.45%$2M8.7K
19COFCAPITAL ONE FINL CORPSTOK0.43%$1M7.9K
20AMZNAMAZON.COM INCSTOK0.40%$1M6.5K
21INVESCO S&P SMALLCAP 600REV ETFSTOK0.38%$1M25.6K
22VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARESSTOK0.36%$1M3.9K
23SCHWAB U.S. BROAD MARKETETFSTOK0.35%$1M47.3K
24SCHWAB U.S. LARGE-CAP ETFSTOK0.34%$1M45.1K
25UBSIUNITED BANKSHARES INC WSTOK0.29%$987,95023.9K
26ISHARES ESG MSCI KLD 400ETFSTOK0.29%$983,6998.1K
27RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETFSTOK0.29%$978,59514.3K
28GOOGLALPHABET INCSTOK0.28%$951,0213.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$340M1,558May 6, 202613F-HRchanges · EDGAR ↗
Q4 2025$290M90Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$341M1,447Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$307M1,414Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$260M1,612May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$270M1,377Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$254M1,514Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$241M1,623Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$229M2,155May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$288M2,146Feb 15, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.