DOSSIER · 13F-HR · Q2 2026

MARS JEWETT FINANCIAL GROUP, INC.

$494M in tracked AUM across 46 positions as of Q2 2026.

MJ
CIK 0002079098 · last filed Jun 30, 2026
Total AUM
$494M
as of Q2 2026
Holdings
46
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MARS JEWETT FINANCIAL GROUP, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$168M3.3M34.1%
02
DFAX
DIMENSIONAL ETF TRUST
$60M1.6M12.1%
03
MGV
VANGUARD WORLD FD
$51M314K10.4%
04
MGK
VANGUARD WORLD FD
$49M554K9.9%
05
IXUS
ISHARES TR
$31M321K6.2%
06
MSFT
MICROSOFT CORP
$29M77K5.8%
07
JSMD
JANUS DETROIT STR TR
$20M197K4.0%
08
TCHP
T ROWE PRICE EXCHANGE-TRADED
$18M366K3.7%
09
VO
VANGUARD INDEX FDS
$9M107K1.7%
10
AVSC
AMERICAN CENTY ETF TR
$7M100K1.5%

Filing history

2026Q2Jun 30
$494M 56.5%
46 positionsView →
2026Q1Mar 31
$316M 6.1%
37 positionsView →
2025Q4Dec 31
$336M
39 positionsView →