MARS JEWETT FINANCIAL GROUP, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, MARS JEWETT FINANCIAL GROUP, INC. held in its portfolio 39 assets valued at $335,979,530 (i.e. $335.98M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($148.70M), DIMENSIONAL ETF TRUST ($58.56M), and JANUS DETROIT STR TR ($32.92M).
The chart below shows the top 10 valuable assets, and the table below shows the top 39 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MARS JEWETT FINANCIAL GROUP, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3098598 | 148701700 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 1606224 | 58562916 | WORLD EX US CORE |
| JANUS DETROIT STR TR | 380103 | 32922620 | HENDERSN SML ETF |
| MICROSOFT CORP | 73575 | 29751613 | COM |
| T ROWE PRICE ETF INC | 390587 | 18545078 | PRICE BLUE CHIP |
| APPLE INC | 20902 | 5758572 | COM |
| AMAZON COM INC | 25391 | 5181811 | COM |
| NVIDIA CORPORATION | 23411 | 4449329 | COM |
| BOEING CO | 16321 | 3855984 | COM |
| TESLA INC | 6659 | 2851826 | COM |
| MFS ACTIVE EXCHANGE TRADED F | 79234 | 2533912 | INTERNATINL ETF |
| COSTCO WHSL CORP NEW | 2393 | 2340347 | COM |
| MFS ACTIVE EXCHANGE TRADED F | 81884 | 2302571 | VALUE ETF |
| STARBUCKS CORP | 18923 | 1875674 | COM |
| JOHNSON & JOHNSON | 6891 | 1659738 | COM |
| ISHARES TR | 2367 | 1645362 | CORE S&P500 ETF |
| SPDR S&P 500 ETF TR | 2287 | 1582523 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 2708 | 1354261 | CL B NEW |
| PHILLIPS EDISON & CO INC | 26823 | 1011238 | COMMON STOCK |
| VANGUARD INDEX FDS | 4355 | 900745 | VALUE ETF |
| SPDR GOLD TR | 1837 | 858906 | GOLD SHS |
| ISHARES TR | 3565 | 801423 | RUS 1000 VAL ETF |
| VANGUARD INDEX FDS | 1059 | 673579 | S&P 500 ETF SHS |
| FIDELITY MERRIMACK STR TR | 12868 | 653096 | SYSTEMATIC MUN |
| ALPHABET INC | 1834 | 570344 | CAP STK CL A |
| VANGUARD WHITEHALL FDS | 3498 | 547437 | HIGH DIV YLD |
| PFIZER INC | 18626 | 516508 | COM |
| JPMORGAN CHASE & CO. | 1521 | 472902 | COM |
| ALPHABET INC | 1249 | 388921 | CAP STK CL C |
| VANGUARD STAR FDS | 4125 | 342350 | VG TL INTL STK F |
| ISHARES TR | 3653 | 340304 | CORE MSCI TOTAL |
| HONEYWELL INTL INC | 1367 | 331730 | COM |
| NETFLIX INC | 3484 | 277364 | COM |
| AMGEN INC | 677 | 248018 | COM |
| HALLIBURTON CO | 7008 | 245501 | COM |
| META PLATFORMS INC | 359 | 239986 | CL A |
| VANGUARD SPECIALIZED FUNDS | 1046 | 239911 | DIV APP ETF |
| CATERPILLAR INC | 308 | 238969 | COM |
| SPDR SERIES TRUST | 2235 | 204461 | STATE STREET SPD |
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