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

MUSTICO FINANCIAL GROUP, INC.

MUSTICO FINANCIAL's asset manager based in Boston, MA — $143M in tracked AUM across 46 positions as of Q1 2026.

MF
MUSTICO FINANCIAL·Boston, MA·Asset Manager
CIK 0002034361 · last filed Mar 31, 2026
Total AUM
$143M
▲ 1.0%
vs prior
Holdings
46
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Financials
49% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MUSTICO 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
RSP
INVESCO EXCHANGE TRADED FD T
$30M151K21.2%
02
IVV
ISHARES TR
$17M24K12.1%
03
LQD
ISHARES TR
$14M125K9.6%
04
FBND
FIDELITY MERRIMACK STR TR
$12M262K8.4%
05
VO
VANGUARD INDEX FDS
$12M144K8.1%
06
TIP
ISHARES TR
$11M91K8.0%
07
NUE
NUCOR CORP
$10M57K6.7%
08
SFY
TIDAL TRUST I
$9M13K6.4%
09
SLV
ISHARES SILVER TR
$4M56K2.7%
10
STIP
ISHARES TR
$2M24K1.7%

Filing history

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