Universe · entity
CMC Financial Group
Institutional manager (13F) · CIK 1770940
13F holdings · as of 2026-03-31 · top 34 · reported portfolio $49M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | T ROWE PRICE ETF INC | $9M | 386,095 |
| 2 | PACER FDS TR | $5M | 85,761 |
| 3 | AMPLIFY ETF TR | $4M | 146,192 |
| 4 | THOR FINL TECHNOLOGIES TR | $4M | 139,802 |
| 5 | VANECK ETF TRUST | $4M | 47,187 |
| 6 | ISHARES TR | $2M | 26,329 |
| 7 | APPLE INC | $2M | 7,663 |
| 8 | CAPITAL GROUP INTERNATIONAL | $2M | 52,830 |
| 9 | ISHARES TR | $1M | 12,149 |
| 10 | PACER FDS TR | $1M | 22,882 |
| 11 | BERKSHIRE HATHAWAY INC DEL | $950k | 1,982 |
| 12 | MICROSOFT CORP | $876k | 2,365 |
| 13 | SPDR SERIES TRUST | $859k | 9,373 |
| 14 | CAPITAL GROUP EQUITY ETF TR | $812k | 30,369 |
| 15 | VANGUARD BD INDEX FDS | $756k | 10,991 |
| 16 | T ROWE PRICE ETF INC | $752k | 21,127 |
| 17 | LISTED FDS TR | $670k | 25,004 |
| 18 | GLOBAL X FDS | $666k | 13,750 |
| 19 | WISDOMTREE TR | $660k | 6,525 |
| 20 | EXCHANGE TRADED CONCEPTS TRU | $648k | 9,854 |
| 21 | FIRST TR EXCHANGE-TRADED FD | $633k | 12,706 |
| 22 | SPDR SERIES TRUST | $632k | 28,241 |
| 23 | WORLD GOLD TR | $593k | 6,400 |
| 24 | INTERNATIONAL BUSINESS MACHS | $581k | 2,395 |
| 25 | ENERGY TRANSFER L P | $579k | 30,000 |
| 26 | ALPHABET INC | $574k | 2,000 |
| 27 | NVIDIA CORPORATION | $556k | 3,190 |
| 28 | ENTERPRISE PRODS PARTNERS L | $492k | 13,000 |
| 29 | BLACKSTONE INC | $471k | 4,092 |
| 30 | MP MATERIALS CORP | $362k | 7,505 |
| 31 | AMAZON COM INC | $354k | 1,700 |
| 32 | PROSHARES TR | $353k | 9,304 |
| 33 | MARVELL TECHNOLOGY INC | $198k | 2,000 |
| 34 | RITHM CAPITAL CORP | $95k | 10,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.