MondegarAI
Mach-1 Financial Group, LLC

Q3 2025 · 13F-HR

Mach-1 Financial Group, LLCholdings as filed

Filed 2025-11-12 · accession 0001172661-25-004734

$626.5M
Reported value
246
Positions
2025-09-30
Period end
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The Brief · Mach-1 Financial Group, LLC · Q3 2025

AI · grounded in 13F

Mach-1 Financial Group, LLC established a new position in DFAC valued at $95.6M. The fund also initiated new stakes in DGCB for $48M and DFGP for $33.6M. Additional new positions include DUHP at $23.5M and SPMD at $23.2M. Total assets under management stand at $626.5M across 246 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V708DFACDIMENSIONAL ETF TRUST$95.6M15.3%2,478,924CommonNONE
25434V567DGCBDIMENSIONAL ETF TRUST$48.0M7.66%865,505CommonNONE
25434V583DFGPDIMENSIONAL ETF TRUST$33.6M5.37%604,867CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$23.5M3.75%621,173CommonNONE
78464A847SPMDSPDR SERIES TRUST$23.2M3.71%406,116CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$22.8M3.65%696,745CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$22.8M3.64%715,559CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$18.6M2.97%232,658CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$14.2M2.26%322,727CommonNONE
464287804IJRISHARES TR$12.4M1.97%104,103CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$11.4M1.83%191,069CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$10.5M1.67%248,712CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$10.3M1.64%213,467CommonNONE
921937819BIVVANGUARD BD INDEX FDS$10.2M1.62%130,039CommonNONE
464287200IVVISHARES TR$9.7M1.55%14,469CommonNONE
78464A854SPYMSPDR SERIES TRUST$9.4M1.50%119,609CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$8.7M1.39%270,847CommonNONE
594918104MSFTMICROSOFT CORP$8.6M1.37%16,615CommonNONE
46090E103QQQINVESCO QQQ TR$8.5M1.35%14,103CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$7.6M1.21%212,553CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$7.6M1.21%177,132CommonNONE
25434V575DFGXDIMENSIONAL ETF TRUST$7.6M1.21%140,064CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$7.2M1.15%236,945CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$6.9M1.10%82,223CommonNONE
67066G104NVDANVIDIA CORPORATION$6.0M0.95%31,919CommonNONE
46434V613IUSBISHARES TR$5.7M0.92%122,739CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$5.0M0.79%143,335CommonNONE
808524607SCHASCHWAB STRATEGIC TR$4.9M0.78%175,135CommonNONE
037833100AAPLAPPLE INC$4.3M0.68%16,702CommonNONE
464287309IVWISHARES TR$4.0M0.65%33,521CommonNONE
464288877EFVISHARES TR$4.0M0.63%58,329CommonNONE
25434V757DEHPDIMENSIONAL ETF TRUST$3.9M0.62%126,354CommonNONE
25434V740DFEVDIMENSIONAL ETF TRUST$3.8M0.61%120,143CommonNONE
25434V658DFGRDIMENSIONAL ETF TRUST$3.8M0.60%138,353CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$3.8M0.60%98,269CommonNONE
46432F339QUALISHARES TR$3.7M0.60%19,171CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$3.4M0.54%103,714CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$3.4M0.54%98,806CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$3.4M0.53%56,602CommonNONE
464288885EFGISHARES TR$3.0M0.48%26,303CommonNONE
46435G425ESGUISHARES TR$2.9M0.46%19,954CommonNONE
464287721IYWISHARES TR$2.9M0.46%14,783CommonNONE
464288588MBBISHARES TR$2.6M0.41%26,970CommonNONE
464287226AGGISHARES TR$2.5M0.40%25,071CommonNONE
922908744VTVVANGUARD INDEX FDS$2.2M0.35%11,893CommonNONE
464287408IVEISHARES TR$2.2M0.35%10,548CommonNONE
824348106SHWSHERWIN WILLIAMS CO$2.1M0.33%6,006CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$2.1M0.33%52,376CommonNONE
45783Y111ZAUGINNOVATOR ETFS TRUST$2.0M0.32%76,810CommonNONE
023135106AMZNAMAZON COM INC$2.0M0.32%9,127CommonNONE
45782C425UFEBINNOVATOR ETFS TRUST$1.9M0.30%51,907CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$1.8M0.28%39,147CommonNONE
78468R663BILSPDR SERIES TRUST$1.8M0.28%19,138CommonNONE
45784N775ZFEBINNOVATOR ETFS TRUST$1.8M0.28%70,342CommonNONE
46429B267GOVTISHARES TR$1.7M0.27%72,319CommonNONE
46434G103IEMGISHARES INC$1.6M0.26%24,617CommonNONE
464288414MUBISHARES TR$1.6M0.25%14,757CommonNONE
78464A375SPIBSPDR SERIES TRUST$1.6M0.25%45,868CommonNONE
11135F101AVGOBROADCOM INC$1.5M0.24%4,627CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.4M0.23%30,374CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.3M0.20%2,530CommonNONE
464288653TLHISHARES TR$1.2M0.19%11,573CommonNONE
931142103WMTWALMART INC$1.1M0.18%11,053CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.1M0.18%35,243CommonNONE
532457108LLYELI LILLY & CO$1.1M0.17%1,398CommonNONE
478160104JNJJOHNSON & JOHNSON$1.1M0.17%5,673CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$1.0M0.17%11,546CommonNONE
031162100AMGNAMGEN INC$1.0M0.16%3,603CommonNONE
464287432TLTISHARES TR$1.0M0.16%11,311CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$995,9220.16%23,450CommonNONE
30231G102XOMEXXON MOBIL CORP$989,8550.16%8,779CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$952,0500.15%5,219CommonNONE
02079K305GOOGLALPHABET INC$943,6640.15%3,881CommonNONE
092528603BINCBLACKROCK ETF TRUST II$936,4920.15%17,590CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$914,9870.15%1,820CommonNONE
45784N643ZJUNINNOVATOR ETFS TRUST$912,8850.15%34,468CommonNONE
038222105AMATAPPLIED MATLS INC$902,3340.14%4,407CommonNONE
78464A409SPYGSPDR SERIES TRUST$897,6360.14%8,589CommonNONE
922908736VUGVANGUARD INDEX FDS$876,4150.14%1,827CommonNONE
742718109PGPROCTER AND GAMBLE CO$872,5650.14%5,678CommonNONE
00724F101ADBEADOBE INC$869,5290.14%2,465CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$854,6130.14%36,413CommonNONE
464287101OEFISHARES TR$849,7410.14%2,553CommonNONE
30303M102METAMETA PLATFORMS INC$847,7340.14%1,154CommonNONE
45784N106ZSEPINNOVATOR ETFS TRUST$835,4340.13%31,537CommonNONE
46434G764EMXCISHARES INC$835,1660.13%12,371CommonNONE
922908363VOOVANGUARD INDEX FDS$823,4070.13%1,344CommonNONE
770700102HOODROBINHOOD MKTS INC$813,8350.13%5,684CommonNONE
46432F834IXUSISHARES TR$813,0950.13%9,846CommonNONE
907818108UNPUNION PAC CORP$772,1140.12%3,266CommonNONE
00287Y109ABBVABBVIE INC$746,9170.12%3,225CommonNONE
244199105DEDEERE & CO$737,5600.12%1,613CommonNONE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$736,3190.12%26,534CommonNONE
88160R101TSLATESLA INC$729,1380.12%1,639CommonNONE
464287291IXNISHARES TR$720,5610.12%6,981CommonNONE
46435G672IAGGISHARES TR$714,2490.11%13,942CommonNONE
78464A474SPSBSPDR SERIES TRUST$710,7090.11%23,463CommonNONE
92826C839VVISA INC$710,2300.11%2,080CommonNONE
46434V290SMLFISHARES TR$709,7450.11%9,546CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$688,9530.11%2,441CommonNONE
G29183103ETNEATON CORP PLC$665,7910.11%1,779CommonNONE
68389X105ORCLORACLE CORP$658,6600.11%2,341CommonNONE
464287150ITOTISHARES TR$637,0370.10%4,373CommonNONE
78468R200FLRNSPDR SERIES TRUST$628,6490.10%20,371CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$601,7490.10%6,900CommonNONE
97717W588EPSWISDOMTREE TR$601,2260.10%8,721CommonNONE
09290C806THROBLACKROCK ETF TRUST$594,9320.09%15,714CommonNONE
922908611VBRVANGUARD INDEX FDS$590,7570.09%2,830CommonNONE
09290C780BAIBLACKROCK ETF TRUST$581,4370.09%17,021CommonNONE
78468R804LGLVSPDR SERIES TRUST$574,2100.09%3,223CommonNONE
654106103NKENIKE INC$572,5530.09%8,211CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$571,0310.09%3,194CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$550,1420.09%594CommonNONE
46435U432ISHARES TR$530,4420.08%19,800CommonNONE
166764100CVXCHEVRON CORP NEW$528,7140.08%3,404CommonNONE
655844108NSCNORFOLK SOUTHN CORP$506,4910.08%1,686CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$499,7650.08%1,789CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$499,0640.08%2,312CommonNONE
00206R102TAT&T INC$490,1280.08%17,355CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$483,6810.08%1,043CommonNONE
02079K107GOOGALPHABET INC$481,6460.08%1,977CommonNONE
65339F101NEENEXTERA ENERGY INC$479,7400.08%6,355CommonNONE
46435U861DIVBISHARES TR$477,4690.08%9,138CommonNONE
46434V407SHYGISHARES TR$475,3040.08%10,977CommonNONE
437076102HDHOME DEPOT INC$471,5280.08%1,163CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$466,6730.07%700CommonNONE
46432F388VLUEISHARES TR$465,1550.07%3,719CommonNONE
464286319DVYEISHARES INC$443,6990.07%14,944CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$435,1700.07%15,940CommonNONE
464288281EMBISHARES TR$433,0190.07%4,549CommonNONE
863667101SYKSTRYKER CORPORATION$424,1980.07%1,147CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$422,2200.07%18,136CommonNONE
25460E307COMDIREXION SHS ETF TR$415,0380.07%14,445CommonNONE
464287465EFAISHARES TR$414,7500.07%4,442CommonNONE
773121108RKLBROCKET LAB CORP$411,0680.07%8,580CommonNONE
718172109PMPHILIP MORRIS INTL INC$408,7360.07%2,519CommonNONE
64110L106NFLXNETFLIX INC$404,0360.06%337CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$403,0090.06%3,329CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$400,1600.06%4,757CommonNONE
17275R102CSCOCISCO SYS INC$397,0400.06%5,802CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$392,0160.06%1,242CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$389,7280.06%9,074CommonNONE
46436E601LDEMISHARES TR$387,3650.06%6,573CommonNONE
921937827BSVVANGUARD BD INDEX FDS$382,7580.06%4,850CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$381,5160.06%778CommonNONE
78464A284HYMBSPDR SERIES TRUST$378,6870.06%15,190CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$374,0760.06%7,378CommonNONE
46431W507NEARISHARES U S ETF TR$370,1390.06%7,218CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$369,4120.06%826CommonNONE
46436E718SGOVISHARES TR$367,7560.06%3,652CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$366,8390.06%8,573CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$366,2970.06%4,717CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$361,1580.06%6,325CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$356,4870.06%15,439CommonNONE
291011104EMREMERSON ELEC CO$355,3930.06%2,709CommonNONE
45784N742ZMARINNOVATOR ETFS TRUST$352,6930.06%13,024CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$351,4930.06%833CommonNONE
922907746VTEBVANGUARD MUN BD FDS$351,1410.06%7,013CommonNONE
46432F396MTUMISHARES TR$350,3110.06%1,366CommonNONE
025816109AXPAMERICAN EXPRESS CO$348,2400.06%1,048CommonNONE
458140100INTCINTEL CORP$330,5370.05%9,852CommonNONE
46432F842IEFAISHARES TR$330,2310.05%3,782CommonNONE
00162Q452AMLPALPS ETF TR$325,5530.05%6,937CommonNONE
697435105PANWPALO ALTO NETWORKS INC$320,4980.05%1,574CommonNONE
98149E303GLDMWORLD GOLD TR$317,9560.05%4,159CommonNONE
37954Y673PAVEGLOBAL X FDS$317,3590.05%6,663CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$316,3530.05%13,924CommonNONE
922908751VBVANGUARD INDEX FDS$314,5920.05%1,237CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$311,5680.05%7,926CommonNONE
369604301GEGE AEROSPACE$310,8200.05%1,033CommonNONE
25459Y207QQQEDIREXION SHS ETF TR$305,4400.05%3,006CommonNONE
464287507IJHISHARES TR$302,3500.05%4,633CommonNONE
46434V803HEFAISHARES TR$302,0660.05%7,626CommonNONE
79466L302CRMSALESFORCE INC$298,6200.05%1,260CommonNONE
57636Q104MAMASTERCARD INCORPORATED$298,0560.05%524CommonNONE
46429B663HDVISHARES TR$294,0020.05%2,401CommonNONE
G87052109TELTE CONNECTIVITY PLC$291,5360.05%1,328CommonNONE
20030N101CMCSACOMCAST CORP NEW$291,2630.05%9,270CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$288,0250.05%9,724CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$287,6850.05%8,951CommonNONE
46429B747STIPISHARES TR$286,6170.05%2,773CommonNONE
75513E101RTXRTX CORPORATION$282,3460.05%1,687CommonNONE
Y2573F102FLEXFLEX LTD$278,4300.04%4,803CommonNONE
580135101MCDMCDONALDS CORP$276,8930.04%911CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$276,8130.04%1,643CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$266,2880.04%7,120CommonNONE
773903109ROKROCKWELL AUTOMATION INC$262,4970.04%751CommonNONE
002824100ABTABBOTT LABS$262,0170.04%1,956CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$261,1510.04%4,381CommonNONE
674599105OXYOCCIDENTAL PETE CORP$257,5600.04%5,451CommonNONE
464288810IHIISHARES TR$257,2020.04%4,281CommonNONE
808524698SCHISCHWAB STRATEGIC TR$253,1880.04%10,970CommonNONE
191216100KOCOCA COLA CO$251,0880.04%3,786CommonNONE
256677105DGDOLLAR GEN CORP NEW$249,7190.04%2,416CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$249,3900.04%9,924CommonNONE
45784N726ZAPRINNOVATOR ETFS TRUST$249,3120.04%9,800CommonNONE
00766T100ACMAECOM$248,1540.04%1,902CommonNONE
548661107LOWLOWES COS INC$246,9670.04%982CommonNONE
46429B697USMVISHARES TR$246,2340.04%2,588CommonNONE
02209S103MOALTRIA GROUP INC$241,6590.04%3,658CommonNONE
922908629VOVANGUARD INDEX FDS$241,4540.04%822CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$240,9150.04%2,845CommonNONE
G5960L103MDTMEDTRONIC PLC$240,3860.04%2,524CommonNONE
N97284108NBISNEBIUS GROUP N.V.$240,2580.04%2,140CommonNONE
922908595VBKVANGUARD INDEX FDS$239,2860.04%804CommonNONE
66538H591SECTNORTHERN LTS FD TR IV$237,2070.04%3,764CommonNONE
92189F387SHYDVANECK ETF TRUST$235,0230.04%10,263CommonNONE
922908637VVVANGUARD INDEX FDS$231,2030.04%751CommonNONE
001055102AFLAFLAC INC$231,1470.04%2,069CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$231,1330.04%3,359CommonNONE
78464A508SPYVSPDR SERIES TRUST$230,4490.04%4,165CommonNONE
92338C103VLTOVERALTO CORP$230,0640.04%2,158CommonNONE
00217D100ASTSAST SPACEMOBILE INC$220,6640.04%4,496CommonNONE
922020805VTIPVANGUARD MALVERN FDS$218,8130.03%4,321CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$215,5620.03%3,978CommonNONE
46222L108IONQIONQ INC$214,5740.03%3,489CommonNONE
149123101CATCATERPILLAR INC$213,3170.03%447CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$212,4690.03%715CommonNONE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$211,0190.03%7,939CommonNONE
438516106HONHONEYWELL INTL INC$208,7860.03%991CommonNONE
713448108PEPPEPSICO INC$208,3190.03%1,483CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$207,3640.03%7,872CommonNONE
46435G102ICVTISHARES TR$207,0030.03%2,069CommonNONE
81762P102NOWSERVICENOW INC$204,3020.03%222CommonNONE
13321L108CCJCAMECO CORP$203,5230.03%2,426CommonNONE
G3265R107APTVAPTIV PLC$203,3930.03%2,359CommonNONE
45783Y251ZJULINNOVATOR ETFS TRUST$202,6610.03%7,054CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$202,2650.03%689CommonNONE
66538H179BUYWNORTHERN LTS FD TR IV$152,0750.02%10,702CommonNONE
29415C101EOSEEOS ENERGY ENTERPRISES INC$121,9300.02%10,705CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$110,5460.02%15,998CommonNONE
35472T101FTFFRANKLIN LTD DURATION INCOME$100,1360.02%15,720CommonNONE
92829B101VGIVIRTUS GLOBAL MULTI-SECTOR I$90,7700.01%11,427CommonNONE
72201J104PFNPIMCO INCOME STRATEGY FD II$89,5620.01%11,800CommonNONE
95766B109EHIWESTERN ASSET GBL HIGH INC F$83,3450.01%12,628CommonNONE
36240A101GUTGABELLI UTIL TR$80,2620.01%13,222CommonNONE
95766J102HIXWESTERN ASSET HIGH INCOM FD$75,7420.01%17,412CommonNONE
42968F108PCFHIGH INCOME SECS FD$71,0950.01%11,196CommonNONE
722014107PHKPIMCO HIGH INCOME FD$65,4940.01%13,125CommonNONE
64190A103XNROXNEUBERGER BERMAN REAL ESTATE$53,2340.01%16,481CommonNONE
95766K109HIOWESTERN ASSET HIGH INCOME OP$49,9160.01%12,999CommonNONE
746853100PPTPUTNAM PREMIER INCOME TR$44,2910.01%12,003CommonNONE
22544F103DHYCREDIT SUISSE HIGH YIELD CRE$43,7150.01%21,221CommonNONE
00302L108XAWPXABRDN GLOBAL PREMIER PPTYS F$41,4870.01%10,450CommonNONE
003013109XFCOXABRDN GLOBAL INCOME FUND INC$34,4700.01%11,567CommonNONE
09660L105DHFBNY MELLON HIGH YIELD STRATE$27,8240.00%10,743CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.