§ 13F · FUND PROFILE
MJT & Associates Financial Advisory Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $160.7T (13F)Positions · 944Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$268.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 186K | $27.6T | 10.3% | NEW |
| 2 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 186K | $27.6T | 10.3% | NEW |
| 3 | IVW | ISHARES S&P 500 GROWTH ETF | 189K | $23.3T | 8.7% | NEW |
| 4 | IVW | ISHARES S&P 500 GROWTH ETF | 189K | $23.3T | 8.7% | NEW |
| 5 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | 792K | $21.7T | 8.1% | NEW |
| 6 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | 792K | $21.7T | 8.1% | NEW |
| 7 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 70K | $7.2T | 2.7% | NEW |
| 8 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 70K | $7.2T | 2.7% | NEW |
| 9 | DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 119K | $6.2T | 2.3% | NEW |
| 10 | DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 119K | $6.2T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MJT SIGNAL
AC read
MJT & Associates Financial Advisory Group, Inc. is a Other fund managing $160712.1 trillion in assets. The fund runs a broad portfolio of 944 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed