MARS JEWETT FINANCIAL GROUP, INC. Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$336.0M

Holdings

39

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (39 positions)

#StockSharesValue% PortfolioType
1
DFAUDIMENSIONAL ETF TRUST
3,098,598$148.7M44.26%
2
DFAXDIMENSIONAL ETF TRUST
1,606,224$58.6M17.43%
3
JSMDJANUS DETROIT STR TR
380,103$32.9M9.80%
4
MSFTMICROSOFT CORP
73,575$29.8M8.86%
5
TMEDT ROWE PRICE ETF INC
390,587$18.5M5.52%
6
AAPLAPPLE INC
20,902$5.8M1.71%
7
AMZNAMAZON COM INC
25,391$5.2M1.54%
8
NVDANVIDIA CORPORATION
23,411$4.4M1.32%
9
BABOEING CO
16,321$3.9M1.15%
10
TSLATESLA INC
6,659$2.9M0.85%
11
MFSIMFS ACTIVE EXCHANGE TRADED F
79,234$2.5M0.75%
12
COSTCOSTCO WHSL CORP NEW
2,393$2.3M0.70%
13
MFSVMFS ACTIVE EXCHANGE TRADED F
81,884$2.3M0.69%
14
SBUXSTARBUCKS CORP
18,923$1.9M0.56%
15
JNJJOHNSON & JOHNSON
6,891$1.7M0.49%
16
IVVISHARES TR
2,367$1.6M0.49%
17
SPYSPDR S&P 500 ETF TR
2,287$1.6M0.47%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
2,708$1.4M0.40%
19
PECOPHILLIPS EDISON & CO INC
26,823$1.0M0.30%
20
VTVVANGUARD INDEX FDS
4,355$900K0.27%
21
GQ9SPDR GOLD TR
1,837$858K0.26%
22
IWDISHARES TR
3,565$801K0.24%
23
VOOVANGUARD INDEX FDS
1,059$673K0.20%
24
FMUNFIDELITY MERRIMACK STR TR
12,868$653K0.19%
25
GOOGLALPHABET INC
1,834$570K0.17%
26
VYMVANGUARD WHITEHALL FDS
3,498$547K0.16%
27
PFEPFIZER INC
18,626$516K0.15%
28
JPMJPMORGAN CHASE & CO.
1,521$472K0.14%
29
GOOGALPHABET INC
1,249$388K0.12%
30
VXUSVANGUARD STAR FDS
4,125$342K0.10%
31
IXUSISHARES TR
3,653$340K0.10%
32
HONHONEYWELL INTL INC
1,367$331K0.10%
33
NFLXNETFLIX INC
3,484$277K0.08%
34
AMGNAMGEN INC
677$248K0.07%
35
HALHALLIBURTON CO
7,008$245K0.07%
36
VIGVANGUARD SPECIALIZED FUNDS
1,046$239K0.07%
37
METAMETA PLATFORMS INC
359$239K0.07%
38
CATCATERPILLAR INC
308$238K0.07%
39
BILSPDR SERIES TRUST
2,235$204K0.06%