13F Filings History of MJT & Associates Financial Advisory Group, Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$133,989,739
Signature - Title
Tim Monaco - Compliance Consultant
Location
Monteviceo, MN
Summary
This page shows a list of all the recent 13F filings made by MJT & Associates Financial Advisory Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MJT & Associates Financial Advisory Group, Inc. reported 446 stock holdings with total value $133,989,739 as of Q4 2025. Top holdings included ITOT, IVW, SCHD, STIP, and DON.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 446 $133,989,739 +$10,518,699 -$1,032,918 +$9,485,781 ITOT, IVW, SCHD, STIP, DON Restatement 10 Feb 2026, 17:08
Q3 2025 461 $122,943,117 +$45,245,806 -$7,762,959 +$37,482,847 ITOT, IVW, SCHD, STIP, DON 13F-HR 14 Oct 2025, 18:33
Q2 2025 471 $80,621,566 +$5,048,973 -$33,980,690 -$28,931,717 IVW, SCHD, DON, IJR, JPST Restatement 18 Jul 2025, 10:42
Q1 2025 479 $104,140,375 $0 $0 $0 SCHD, IVW, IVV, SCHX, DON 13F-HR 07 May 2025, 16:02