SEC 13F Intelligence

Managers / Q1 2026

MUSTICO FINANCIAL GROUP, INC.

CIK 0002034361 · 221 WEST CHURCH ST., ELMIRA, NY, 14901 · 607-733-7935

Reported Value
$143M
Q1 2026
Positions
46
Filings on Record
4
2019–present window
Filed
May 15, 2026
original filing

Summary

Mustico Financial Group, Inc. reported $143M in U.S.-listed holdings across 46 positions for Q1 2026.

The portfolio is heavily concentrated: Invesco Exchange Traded Fd T alone accounts for 21.2% of reported value.

Compared with Q4 2025, the fund opened 5 new positions and exited 3.

Portfolio Metrics

Turnover
+2.5%
vs prior filed quarter
Top-10 Concentration
+85.0%
share of reported value
Largest Position
+21.2%
Invesco Exchange Traded Fd T
New / Exited
5 / 3
positions this quarter

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
Q2 ’25: $108MQ2 ’25Q3 ’25: $99MQ3 ’25Q4 ’25: $130MQ4 ’25Q1 ’26: $143MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 86.5%Common Stock: 13.0%Closed-End Fund: 0.5%
  • ETP · 86.5% · $124M
  • Common Stock · 13.0% · $19M
  • Closed-End Fund · 0.5% · $754,283

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ETF OPPORTUNITIES TRUSTNEW+33.4K33.4K+$390,759$390,759
WMTWALMART INCNEW+2.1K2.1K+$322,457$322,457
KOCOCA COLA CONEW+2.7K2.7K+$298,013$298,013
IBMINTERNATIONAL BUSINESS MACHSNEW+1.1K1.1K+$263,217$263,217
TEMA ETF TRUSTNEW+5.7K5.7K+$220,700$220,700
VANGUARD INDEX FDSADDED+110.3K144.4K+$1M$12M
VANECK ETF TRUSTADDED+22.5K38.5K+$400,996$682,149
UNHUNITEDHEALTH GROUP INCADDED+8741.6K+$277,926$534,884

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

Holdings — Q1 2026

37 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE S&P500 ETF · IBOXX INV CP ETF · TIPS BD ETF · 0-5 YR TIPS ETF · FLTG RATE NT ETF · 1 3 YR TREAS BD · SELECT DIVID ETF · CORE S&P MCP ETF32.36%$46M281.6K
2INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT · WATER RES ETF22.03%$32M168.4K
3VANGUARD INDEX FDSMID CAP ETF · S&P 500 ETF SHS8.48%$12M145.2K
4FIDELITY MERRIMACK STR TRTOTAL BD ETF8.42%$12M262.3K
5NUENUCOR CORPhistory →COM6.69%$10M56.7K
6TIDAL TRUST ISOFI SELECT 5006.43%$9M12.9K
7SLVISHARES SILVER TRhistory →ISHARES2.68%$4M55.8K
8SPDR INDEX SHS FDSSTATE STREET SPD1.68%$2M33.4K
9IBITISHARES BITCOIN TRUST ETFhistory →SHS BEN INT1.18%$2M38.7K
10NVDANVIDIA CORPORATIONhistory →COM1.08%$2M7.4K
11STATE STR SPDR S&P 500 ETF TTR UNIT0.96%$1M2.1K
12MSFTMICROSOFT CORPCOM0.73%$1M2.5K
13AAPLAPPLE INCCOM0.66%$949,6003.5K
14PFOFLAHERTY & CRUMRINE PFD INCOCOM0.53%$754,28381.4K
15VANECK ETF TRUSTLONG MUNI ETF0.48%$682,14938.5K
16GLWCORNING INCCOM0.44%$636,6724.7K
17UNHUNITEDHEALTH GROUP INCCOM0.37%$534,8841.6K
18EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF0.36%$517,4936.5K
19BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.36%$509,0541.1K
20AMZNAMAZON COM INCCOM0.35%$499,5881.9K
21GQ9SPDR GOLD TRGOLD SHS0.34%$488,1841.1K
22AMATAPPLIED MATLS INCCOM0.28%$394,048991
23ETF OPPORTUNITIES TRUSTREX OSPREY XRP0.27%$390,75933.4K
24VANGUARD STAR FDSVG TL INTL STK F0.27%$382,7544.6K
25GOOGALPHABET INCCAP STK CL C0.26%$377,5791.1K
26EXMOCEXXON MOBIL CORPCOM0.25%$350,7822.4K
27WMTWALMART INCCOM0.23%$322,4572.1K
28AMPLIFY ETF TRAMPLIFY CYBERSEC0.22%$309,0693.9K
29METAMETA PLATFORMS INCCL A0.22%$307,814456
30KOCOCA COLA COCOM0.21%$298,0132.7K
31TSLATESLA INCCOM0.19%$271,520722
32IBMINTERNATIONAL BUSINESS MACHSCOM0.18%$263,2171.1K
33INVESCO EXCH TRADED FD TR IINY AMT FRE MUN0.17%$250,38611.2K
34ORCLORACLE CORPCOM0.17%$247,2441.4K
35LOWLOWES COS INCCOM0.16%$234,428959
36TEMA ETF TRUSTELECTRIFICATION0.15%$220,7005.7K
37RTXRTX CORPORATIONCOM0.15%$212,8621.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$143M46May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$130M44Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$99M38Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$108M32Aug 12, 202513F-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 ↗.