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Mach-1 Financial Group, LLC
Mach-1 Financial Group, LLC is an Arkansas-based independent investment advisory firm founded in 2005 and headquartered in Rogers, AR. The firm is veteran-owned and offers asset management and advisory services to high-net-worth individuals, individuals, trusts, corporations, partnerships, and other legal entities. Mach-1 employs approximately 20 professionals and serves clients nationwide, providing investment management, financial planning, and wrap fee programs tailored to individual needs. The firm is majority owned by its principals with a notable history of growth and stability.
Investment Strategy
Mach-1 Financial Group utilizes a client-centric approach focused on delivering financial stability and independence. The firm constructs portfolios tailored to each client’s specific risk tolerance and investment objectives and may employ both in-house management and third-party sub-advisers for asset allocation and diversification. Mach-1 offers wrap fee programs for ease and efficiency, charging a single, all-inclusive fee, and invests across a variety of asset classes. The philosophy emphasizes integrity, prudent risk management, and a disciplined process to help clients achieve secure financial futures.
Latest 13F Filing Activity
Mach-1 Financial Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 215 equity positions with a total 13F market value of $342M. The fund increased holdings in Invesco QQQ TR, First TR Exchange-traded FD, General Dynamics Corp. among other positions. Mach-1 Financial Group, LLC reduced exposure to Walmart Inc., Oreilly Automotive Inc., SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (215)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JCPB | J P MORGAN EXCHANGE TRADED F | 5.16% | $17.7M | 375,313 | $47.04 | $47.06 | +$1.2M |
F FTGS | FIRST TR EXCHANGE-TRADED FD | 4.95% | $16.9M | 495,620 | $30.17 | $34.19 | +$3.5M |
Q QQQ | INVESCO QQQ TR | 3.82% | $13.1M | 23,719 | $477.41 | $551.64 | +$3.6M |
F FTCB | FIRST TR EXCHANGE-TRADED FD | 3.27% | $11.2M | 531,778 | $21.00 | $21.06 | +$1.3M |
A AVLV | AMERICAN CENTY ETF TR | 2.96% | $10.1M | 148,795 | $65.63 | $68.21 | +$1.5M |
Industry Allocation
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