DOSSIER · 13F-HR · Q1 2026

MARS JEWETT FINANCIAL GROUP, INC.

$316M in tracked AUM across 37 positions as of Q1 2026.

MJ
CIK 0002079098 · last filed Mar 31, 2026
Total AUM
$316M
as of Q1 2026
Holdings
37
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

MARS JEWETT FINANCIAL GROUP, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$141M3.1M44.6%
02
DFAX
DIMENSIONAL ETF TRUST
$54M1.6M17.1%
03
JSMD
JANUS DETROIT STR TR
$30M381K9.6%
04
MSFT
MICROSOFT CORP
$28M76K8.9%
05
TCHP
T ROWE PRICE ETF INC
$17M393K5.5%
06
AMZN
AMAZON COM INC
$5M25K1.7%
07
AAPL
APPLE INC
$5M20K1.6%
08
NVDA
NVIDIA CORPORATION
$4M24K1.3%
09
BA
BOEING CO
$3M16K1.0%
10
COST
COSTCO WHOLESALE CORPORATION
$3M3K0.9%

Filing history

2026Q1Mar 31
$316M 6.1%
37 positionsView →
2025Q4Dec 31
$336M
39 positionsView →