MJT & Associates Financial Advisory Group, Inc.

DOSSIER · 13F-HR · Q3 2026

MJT & Associates Financial Advisory Group, Inc.

$155M in tracked AUM across 437 positions as of Q3 2026.

M&

CIK 0002065777 · last filed Sep 30, 2026

Total AUM

$155M

as of Q3 2026

Holdings

437

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

MJT & Associates Financial Advisory Group, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

ITOT

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

$34M202K21.7%02

IVW

ISHARES S&P 500 GROWTH ETF

$26M184K16.9%03

SCHD

SCHWAB US DIVIDEND EQUITY ETF

$26M797K16.8%04

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

$11M210K6.8%05

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

$8M84K5.4%06

DON

WISDOMTREE U.S. MIDCAP DIVIDEND FUND

$7M130K4.5%07

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

$6M72K4.2%08

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF