13F Insight
DOSSIER · 13F-HR · Q1 2026

Menard Financial Group LLC

$143M in tracked AUM across 82 positions as of Q1 2026.

MF
CIK 0001803156 · last filed Mar 31, 2026
Total AUM
$143M
as of Q1 2026
Holdings
82
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Menard Financial Group LLC 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
ZECP
ZACKS TRUST
$27M791K18.7%02
NVDA
NVIDIA CORPORATION
$14M83K10.1%03
CAIE
CALAMOS ETF TR
$7M284K5.0%04
AMZN
AMAZON COM INC
$6M29K4.3%05
AVGO
BROADCOM INC
$6M19K4.2%06
META
META PLATFORMS INC
$5M9K3.6%07
MSFT
MICROSOFT CORP
$4M12K3.1%08
GOOGL
ALPHABET INC
$4M13K2.7%09
AAPL
APPLE INC
$4M14K2.5%10
PLTR
PALANTIR TECHNOLOGIES INC
$3M23K2.3%

Filing history

2026Q1Mar 31
$143M▼ 1.7%
82 positionsView →2025Q4Dec 31
$146M▼ 2.1%
80 positionsView →2025Q3Sep 30
$149M▼ 11.6%
82 positionsView →2025Q2Jun 30
$168M▲ 10.5%
93 positionsLocked2025Q1Mar 31
$152M▼ 8.6%
97 positionsLocked2024Q4Dec 31
$167M▲ 9.8%
316 positionsLocked2024Q3Sep 30
$152M▲ 8.3%
112 positionsLocked2024Q2Jun 30
$140M▲ 17.9%
105 positionsLocked2024Q1Mar 31
$119M▲ 47.6%
100 positionsLocked2023Q4Dec 31
$81M▲ 16.4%
70 positionsLocked2023Q3Sep 30
$69M▲ 42.2%
67 positionsLocked2023Q2Jun 30
$49M▲ 12.5%
69 positionsLocked
Showing 12 of 26