Fund HoldingsMCF Advisors LLC

Total Portfolio Value
$2.80B
Total Bought
$478.61M
Total Sold
$172.52M
Net Transaction
+$306.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR
CORE MSCI INTL
1,624,8932,228,297+603,404135,792198,3417.09%+62,548
SCHWAB STRATEGIC TR2,755,3714,431,584+1,676,21366,873106,9783.82%+40,106
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
36106,951+106,915932,4031.16%+32,395
SPDR SERIES TRUST
ST STR P500VAL
8,201453,394+445,19346427,5620.98%+27,098
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
0577,700+577,700024,4540.87%+24,454
VANGUARD INDEX FDS474,346444,325-30,021283,445305,16710.90%+21,721
ISHARES TR
CORE MSCI EAFE
376,212533,982+157,77034,05851,5721.84%+17,513
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
1,821234,236+232,41512217,5580.63%+17,436
ISHARES INC
CORE MSCI EMKT
1,190,8221,180,751-10,07183,06097,8133.50%+14,754
BLACKROCK ETF TRUST II1,197,5681,466,147+268,57962,19076,7382.74%+14,548
SPDR SERIES TRUST
ST SHOR CORP ETF
3,028,2063,503,919+475,71391,058105,1533.76%+14,094
STATE STR SPDR S&P 500 ETF T(SPY)148,027145,668-2,35996,428108,9503.89%+12,522
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
0224,900+224,90009,7020.35%+9,702
ISHARES TR10,439429,592+419,1533579,9490.36%+9,592
JANUS DETROIT STR TR
HENDERSN CAP ETF
097,028+97,02809,0330.32%+9,033
ISHARES TR
US TREAS BD ETF
4,165,5484,572,890+407,34295,433104,1703.72%+8,738
VANGUARD INDEX FDS269,995282,188+12,19352,97361,4972.20%+8,524
INVESCO QQQ TR9,77118,979+9,2085,63913,9870.50%+8,348
ISHARES TR362,222356,480-5,74245,02852,8701.89%+7,842
JOHN HANCOCK EXCHANGE TRADED
MULTI INTL ETF
0174,250+174,25007,7380.28%+7,738
ISHARES TR1,082,9761,041,383-41,59373,13380,3012.87%+7,168
APPLE INC(AAPL)110,331119,467+9,13628,00134,5691.24%+6,568
ISHARES TR69,24269,097-14545,23051,7461.85%+6,517
ISHARES TR10,439257,910+247,4713576,4970.23%+6,139
ISHARES TR
MSCI USA QLT FCT
211,450211,447-340,55846,3981.66%+5,840
NVIDIA CORPORATION(NVDA)103,410117,059+13,64918,03623,4220.84%+5,387
ISHARES TR
IBONDS DEC2026
230,542452,688+222,1465,58810,9690.39%+5,380
SELECT SECTOR SPDR TR
ST STR REAL ETF
8116,728+116,72005,1400.18%+5,139
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
8,907101,248+92,3414515,1200.18%+4,669
ISHARES TR
CORE DIV GRWTH
844,013840,366-3,64759,23363,6912.28%+4,458
CATERPILLAR INC(CAT)3,9836,733+2,7502,8227,1700.26%+4,348
SPDR SERIES TRUST
ST STR SP600GRWO
52536,634+36,109514,3640.16%+4,313
ISHARES TR317,294318,059+76530,85135,0881.25%+4,238
PROSHARES TR
S&P 500 DV ARIST
25374,383+74,130274,1770.15%+4,151
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
645,426636,720-8,70621,85425,6030.91%+3,748
ISHARES TR759,792831,610+71,81838,92442,6531.52%+3,729
VANGUARD INDEX FDS30,422197,185+166,76313,28816,9860.61%+3,698
INTEL CORP(INTC)40,08037,837-2,2431,7695,2830.19%+3,514
ISHARES TR10,439175,014+164,5753573,8150.14%+3,458
TRANE TECHNOLOGIES PLC(TT)5066,455+5,9492113,1700.11%+2,960
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
040,655+40,65502,9400.11%+2,940
VANGUARD INDEX FDS11,47876,788+65,3103,2966,1870.22%+2,891
ISHARES TR10,439155,130+144,6913573,2330.12%+2,875
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
812,187808,938-3,24932,33335,0921.25%+2,759
MICRON TECHNOLOGY INC(MU)1,5572,838+1,2815263,2760.12%+2,750
SCHWAB STRATEGIC TR737,216734,780-2,43618,90221,6250.77%+2,722
ALPHABET INC(GOOG)31,86333,128+1,2659,16311,8390.42%+2,677
SCHWAB STRATEGIC TR24,086113,774+89,6885963,1520.11%+2,555
MICROSOFT CORP(MSFT)44,29650,790+6,49416,39718,9460.68%+2,549
AMERICAN CENTY ETF TR135,465135,196-26915,06117,3160.62%+2,255
BROADCOM INC(AVGO)22,43724,335+1,8986,9459,1920.33%+2,248
AMAZON COM INC(AMZN)38,52942,467+3,9388,02410,1210.36%+2,097
ISHARES TR077,997+77,99702,0080.07%+2,008
ISHARES TR37,671145,499+107,82816,06318,0670.65%+2,004
SPDR SERIES TRUST
ST STR SP600SM C
61718,333+17,716582,0000.07%+1,942
ISHARES TR37,16436,410-7549,21710,9390.39%+1,723
HUMANA INC(HUM)7,5497,511-381,3092,9890.11%+1,680
STATE STR SPDR S&P MIDCAP 40(MDY)21,01820,669-34912,98014,5560.52%+1,576
GE AEROSPACE(GE)13,08213,876+7943,7185,1860.19%+1,468
PROCTER & GAMBLE CO(PG)81,14389,770+8,62711,72013,1640.47%+1,444
ADVANCED MICRO DEVICES INC(AMD)3,2683,523+2556652,0470.07%+1,382
FIFTH THIRD BANCORP(FITB)70,20480,860+10,6563,2834,5830.16%+1,300
CISCO SYS INC(CSCO)33,29833,031-2672,5843,8800.14%+1,296
ISHARES TR163,097164,941+1,84415,84217,1340.61%+1,292
JPMORGAN CHASE & CO(JPM)26,79128,017+1,2267,8819,1710.33%+1,290
VANGUARD INDEX FDS15,82219,331+3,5093,4374,6970.17%+1,260
CUMMINS INC(CMI)7,0377,03703,7865,0190.18%+1,233
PALANTIR TECHNOLOGIES INC(PLTR)3,17614,280+11,1044651,6660.06%+1,201
ISHARES TR023,081+23,08101,1520.04%+1,152
VANGUARD INDEX FDS19,25219,732+4806,1767,3010.26%+1,125
VANGUARD INDEX FDS1013,150+3,049311,1520.04%+1,121
ALPHABET INC(GOOG)13,77514,263+4883,9515,0400.18%+1,088
ISHARES TR
CORE MSCI TOTAL
116,234116,456+22210,07011,1150.40%+1,044
VISA INC(V)17,68018,607+9275,3446,3840.23%+1,041
ISHARES TR24,24133,569+9,3282,5733,6130.13%+1,040
UNITED RENTALS INC(URI)2,5102,509-11,8292,8420.10%+1,014
HONEYWELL INTL INC04,494+4,49401,0060.04%+1,006
SANDISK CORP(SNDK)38451+413241,0250.04%+1,001
ELI LILLY & CO(LLY)3,5263,535+93,2434,2400.15%+997
FORGENT POWER SOLUTIONS INC(FPS)31717,905+17,58891,0000.04%+991
TERADYNE INC(TER)102,028+2,01839810.04%+978
GE VERNOVA INC(GEV)2,4872,649+1622,1723,1130.11%+941
HONEYWELL AEROSPACE INC04,223+4,22309340.03%+934
FIRST TR EXCHANGE-TRADED FD
INTL EQUITY OPP
011,030+11,03009240.03%+924
3M CO(MMM)7,02511,870+4,8451,0201,9220.07%+902
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,0413,319+1,2786921,5880.06%+896
WISDOMTREE TR(WT)011,119+11,11908140.03%+814
TEXAS INSTRS INC(TXN)7,8317,83101,5202,3340.08%+814
MOODYS CORP(MCO)8,64110,092+1,4513,7704,5710.16%+801
ISHARES TR111,921126,882+14,9615,5556,3490.23%+795
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
70214,697+13,995337940.03%+761
FIRST TR EXCHANGE-TRADED FD08,034+8,03407550.03%+755
VANGUARD WHITEHALL FDS72,33772,061-27610,71311,3880.41%+675
ROCKWELL AUTOMATION INC(ROK)4,7444,784+401,7022,3680.08%+666
BANK OF AMER CORP61,94464,618+2,6743,0203,6820.13%+662
GLOBAL X FDS
S&P 500 CATHOLIC
17,69922,998+5,2991,3832,0370.07%+653
DELL TECHNOLOGIES INC(DELL)2,2772,377+1003741,0260.04%+652
CROWDSTRIKE HLDGS INC(CRWD)1,2611,488+2274921,1360.04%+643
LAM RESEARCH CORP(LRCX)1,9622,354+3924201,0210.04%+601
VANGUARD TAX-MANAGED FDS38,16142,562+4,4012,4453,0330.11%+587
Page 1 of 15