MTM FINANCIAL GROUP, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Bethlehem, PA
CIK
0002132054
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 89 213,027 VIG, BALT, QQQ, BUFF 13F-HR 6/23/2026 000208585326000642
Q4 2025 87 209,444 VIG, BALT, QQQ, BUFF 13F-HR 6/23/2026 000208585326000641
Q3 2025 84 202,854 VIG, BALT, QQQ, BUFF 13F-HR 6/23/2026 000208585326000640
Q2 2025 80 184,158 VIG, BALT, BUFF, QQQ 13F-HR 6/23/2026 000208585326000639
Q1 2025 73 170,965 VIG, BALT, BUFF, QQQ 13F-HR 6/23/2026 000208585326000638
Q4 2024 0 0 13F-HR 6/23/2026 000208585326000637
Q3 2024 73 163,732 VIG, BALT, BUFF, QQQ 13F-HR 6/23/2026 000208585326000636
Q2 2024 70 156,529 VIG, BALT, BUFF, QQQ 13F-HR 6/23/2026 000208585326000635
Q1 2024 65 150,511 VIG, BALT, BUFF, SCHD 13F-HR 6/23/2026 000208585326000634
Q4 2023 55 136,928 VIG, BALT, BUFF, SCHD 13F-HR 6/23/2026 000208585326000633
Q3 2023 52 120,076 BALT, VIG, BUFF, SCHD 13F-HR 6/23/2026 000208585326000632
Q2 2023 48 118,034 BALT, VIG, BUFF, SCHD 13F-HR 6/23/2026 000208585326000631
Q1 2023 46 113,686 BALT, VIG, BUFF, SCHD 13F-HR 6/23/2026 000208585326000630
Q4 2022 48 114,691 BALT, VIG, BUFF, SCHD 13F-HR 6/23/2026 000208585326000629
Q3 2022 47 110,508 BALT, VIG, BUFF, SCHD 13F-HR 6/23/2026 000208585326000628
Q2 2022 49 113,979 BALT, VIG, SCHD, BUFF 13F-HR 6/23/2026 000208585326000627
Q1 2022 47 95,447 VIG, SCHD, SDOG, BALT 13F-HR 6/23/2026 000208585326000626