MJT & Associates Financial Advisory Group, Inc.

DOSSIER · 13F-HR · Q2 2026

MJT & Associates Financial Advisory Group, Inc.

$151M in tracked AUM across 465 positions as of Q2 2026.

M&

CIK 0002065777 · last filed Jun 30, 2026

Total AUM

$151M

as of Q2 2026

Holdings

465

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

MJT & Associates Financial Advisory 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

ITOT

ISHARES CORE S&P TOTAL U.S. COM MARKET ETF

$32M196K21.3%02

SCHD

SCHWAB US DIVIDEND EQUITY ETF

$24M762K16.0%03

IVW

ISHARES S&P 500 GROWTH ETF

$24M175K15.9%04

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

$9M174K5.8%05

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

$8M79K5.3%06

DON

WISDOMTREE U.S. MIDCAP DIVIDEND FUND

$7M123K4.6%07

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

$6M66K3.9%08

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF