Fund HoldingsMCF Advisors LLC

Total Portfolio Value
$1.51B
Total Bought
$314.59M
Total Sold
$139.04M
Net Transaction
+$175.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST SHOR CORP ETF
02,997,561+2,997,561090,5266.00%+90,526
AMERICAN CENTY ETF TR0143,153+143,153016,0021.06%+16,002
ISHARES TR
CORE MSCI TOTAL
0121,689+121,689010,3000.68%+10,300
VANECK ETF TRUST
MRNGSTR WDE MOAT
085,275+85,27508,8310.58%+8,831
SPDR SERIES TRUST
ST STR BLO 1 ETF
091,055+91,05508,3210.55%+8,321
ISHARES TR
CORE MSCI INTL
1,553,1401,603,120+49,980124,515132,2258.76%+7,710
SCHWAB STRATEGIC TR33,358313,299+279,9419118,5940.57%+7,683
FIDELITY MERRIMACK STR TR0143,907+143,90706,6640.44%+6,664
VANGUARD SPECIALIZED FUNDS024,440+24,44005,3710.36%+5,371
VANGUARD WHITEHALL FDS055,745+55,74505,0980.34%+5,098
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
083,129+83,12904,8820.32%+4,882
ALPHABET INC(GOOG)21,02029,247+8,2275,1109,1540.61%+4,044
GMO ETF TRUST
US QUALITY ETF
0105,026+105,02604,0390.27%+4,039
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
050,232+50,23203,5000.23%+3,500
AMERICAN CENTY ETF TR040,908+40,90803,3680.22%+3,368
VANGUARD INDEX FDS011,448+11,44803,3220.22%+3,322
APPLE INC(AAPL)84,23190,130+5,89921,44824,5031.62%+3,055
VANGUARD BD INDEX FDS037,072+37,07202,9220.19%+2,922
PIMCO ETF TR
ACTIVE BD ETF
030,713+30,71302,8710.19%+2,871
JPMORGAN CHASE & CO.(JPM)12,94221,559+8,6174,0826,9470.46%+2,865
SPDR SERIES TRUST
ST PORT HIGH ETF
0119,148+119,14802,8200.19%+2,820
SCHWAB STRATEGIC TR2,601,2492,711,604+110,35563,47066,0824.38%+2,611
ISHARES TR67,36869,498+2,13045,08947,6023.15%+2,513
VANGUARD INDEX FDS257,775264,969+7,19448,21250,6063.35%+2,395
BERKSHIRE HATHAWAY INC DEL010,561+10,56105,3080.35%+5,308
CUMMINS INC(CMI)04,855+4,85502,4780.16%+2,478
VANGUARD TAX-MANAGED FDS036,271+36,27102,2660.15%+2,266
VANGUARD INTL EQUITY INDEX F99,729139,035+39,3065,4037,4750.50%+2,071
VANGUARD MALVERN FDS026,275+26,27502,0470.14%+2,047
ALPHABET INC(GOOG)6,69011,675+4,9851,6293,6640.24%+2,034
VANGUARD INDEX FDS11,57517,310+5,7353,8055,8030.38%+1,998
AMAZON COM INC(AMZN)24,75632,005+7,2495,4367,3870.49%+1,952
ISHARES TR996,8691,014,946+18,07765,05666,9864.44%+1,931
NVIDIA CORPORATION(NVDA)67,91078,118+10,20812,67114,5690.97%+1,898
VANGUARD INTL EQUITY INDEX F025,560+25,56001,8800.12%+1,880
BOEING CO(BA)014,503+14,50303,1490.21%+3,149
GE AEROSPACE(GE)2,9218,341+5,4208792,5720.17%+1,693
ISHARES TR327,442337,069+9,62738,91040,5092.68%+1,599
ISHARES GOLD TR(IAU)020,045+20,04501,6270.11%+1,627
THERMO FISHER SCIENTIFIC INC(TMO)3,0815,204+2,1231,4953,0180.20%+1,522
CATERPILLAR INC(CAT)1,3033,738+2,4356222,1410.14%+1,519
BANK AMERICA CORP30,46355,764+25,3011,5723,0670.20%+1,495
AMGEN INC(AMGN)7,04410,468+3,4241,9883,4260.23%+1,439
PIMCO ETF TR
ENHAN SHRT MA AC
013,251+13,25101,3340.09%+1,334
AMERICAN EXPRESS CO(AXP)3,2336,358+3,1251,0742,3520.16%+1,278
BLACKROCK ETF TRUST II1,085,8641,119,755+33,89157,81159,0893.91%+1,278
ISHARES INC
CORE MSCI EMKT
1,190,4491,185,863-4,58678,47479,7145.28%+1,239
VANECK ETF TRUST
MRNGSTR INT MOAT
033,428+33,42801,2260.08%+1,226
ISHARES TR05,555+5,55501,1930.08%+1,193
ISHARES SILVER TR(SLV)018,560+18,56001,1960.08%+1,196
ORACLE CORP(ORCL)8,08217,539+9,4572,2733,4180.23%+1,145
ELI LILLY & CO(LLY)02,765+2,76502,9710.20%+2,971
ISHARES TR017,168+17,16801,0670.07%+1,067
COCA COLA CO(KO)031,279+31,27902,1870.14%+2,187
JOHNSON & JOHNSON(JNJ)15,66018,969+3,3092,9043,9260.26%+1,022
ABRDN ETFS992,8371,146,127+153,29021,38622,3841.48%+998
VISA INC(V)13,50915,757+2,2484,6125,5260.37%+914
SPDR S&P 500 ETF TR(SPY)143,693141,670-2,02395,87696,7716.41%+895
ISHARES TR
CORE UNIVRSL USD
019,115+19,11508900.06%+890
VERTIV HOLDINGS CO(VRT)05,446+5,44608820.06%+882
SPDR SERIES TRUST
ST STR BL 12 ETF
08,651+8,65108580.06%+858
UNION PAC CORP(UNP)5,0468,660+3,6141,1932,0030.13%+810
GILEAD SCIENCES INC(GILD)8,96814,663+5,6959951,8000.12%+804
ISHARES TR90,832107,958+17,1264,6815,4460.36%+765
SELECT SECTOR SPDR TR
ST STR FINL ETF
013,734+13,73407520.05%+752
MARKEL GROUP INC(MKL)0510+51001,0960.07%+1,096
MERCK & CO INC(MRK)019,236+19,23602,0370.13%+2,037
AUTOMATIC DATA PROCESSING IN05,675+5,67501,4690.10%+1,469
MICROSOFT CORP(MSFT)33,26137,016+3,75517,22717,9011.19%+674
VANGUARD WHITEHALL FDS07,494+7,49406750.04%+675
WALMART INC(WMT)20,43224,556+4,1242,1062,7360.18%+630
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,049+4,04906270.04%+627
PIMCO ETF TR
ENHNCD LW DUR AC
06,427+6,42706190.04%+619
AMERICAN CENTY ETF TR06,403+6,40306020.04%+602
LOWES COS INC(LOW)03,066+3,06607390.05%+739
SCHWAB CHARLES CORP(SCHW)012,320+12,32001,2310.08%+1,231
NEXTERA ENERGY INC(NEE)26,00131,705+5,7041,9632,5450.17%+583
VANGUARD INDEX FDS04,694+4,69409820.07%+982
TESLA INC(TSLA)4,7505,963+1,2132,1132,6820.18%+569
META PLATFORMS INC(META)5,2126,642+1,4303,8284,3840.29%+556
AMERICAN CENTY ETF TR09,346+9,34605450.04%+545
ROCKWELL AUTOMATION INC(ROK)2,1023,241+1,1397351,2610.08%+526
UNITED PARCEL SERVICE INC(UPS)05,874+5,87405830.04%+583
SPDR SERIES TRUST
ST STR SP DIV
03,765+3,76505240.03%+524
ISHARES TR
IBONDS DEC 2035
27,20547,419+20,2147081,2300.08%+522
BRISTOL-MYERS SQUIBB CO(BMY)015,886+15,88608570.06%+857
ETF SER SOLUTIONS
DEFIA QUANT ETF
04,712+4,71205170.03%+517
BITWISE FUNDS TRUST
CRYPTO INDUSTRY
025,720+25,72005130.03%+513
CANADIAN PACIFIC KANSAS CITY(CP)06,921+6,92105110.03%+511
GLOBAL X FDS
GLOBAL X URANIUM
011,388+11,38805090.03%+509
CROWDSTRIKE HLDGS INC(CRWD)01,266+1,26605930.04%+593
VANGUARD MUN BD FDS013,590+13,59006830.05%+683
INGERSOLL RAND INC(IR)06,497+6,49705150.03%+515
RTX CORPORATION(RTX)10,56512,243+1,6781,7682,2450.15%+478
EXXON MOBIL CORP20,47323,132+2,6592,3082,7840.18%+475
BROADCOM INC(AVGO)15,63816,262+6245,1595,6280.37%+469
SPDR SERIES TRUST
ST STR P500VAL
08,032+8,03204560.03%+456
SHOPIFY INC(SHOP)04,426+4,42607120.05%+712
GE VERNOVA INC(GEV)01,131+1,13107390.05%+739
VANGUARD MALVERN FDS08,408+8,40804160.03%+416
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