You're signed outSign in or to get full access.
MJT & Associates Financial Advisory Group, Inc.
MJT & Associates Financial Advisory Group, Inc. is a fee-only wealth management and investment advisory firm headquartered in Montevideo, Minnesota, United States. The company was founded in 2011 and operates with a small team of 2 employees. It serves a diverse clientele including individuals, high net worth individuals, small business owners, retirees, pre-retirees, and families in transition, offering expertise across wealth management, tax planning, retirement planning, estate planning, and financial planning. The firm’s approach is rooted in fiduciary duty, focusing on comprehensive and personalized strategies that adapt to client needs and transitions.
Investment Strategy
MJT & Associates Financial Advisory Group provides customized, comprehensive financial strategies tailored to individual client aspirations and life transitions. Their process includes creating tax-efficient resource buckets, ongoing asset allocation review, and safeguarding client interests through robust documentation and planning. The firm emphasizes portfolio diversification, income security for retirement, and incorporates both fundamental principles and each client’s unique values. As fiduciaries, they act in clients' best interests and offer collaborative, holistic financial planning, investment management, and advisory services primarily to individuals, families, trusts, and retirement plans.
Latest 13F Filing Activity
MJT & Associates Financial Advisory Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 459 equity positions with a total 13F market value of $123M. The fund increased holdings in Ishares Core S&P Total U.s. Stock Market Etf, Ishares 0-5 Year Tips Bond Etf, Schwab Us Dividend Equity Etf among other positions. MJT & Associates Financial Advisory Group, Inc. reduced exposure to Ishares Core S&P Small Cap Etf, Ishares MBS Etf, SPDR Portfolio Corporate Bond Etf among others.
Top Holdings
Equity Positions (459)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 19.82% | $24.4M | 167,292 | $144.82 | $145.65 | +$22.6M |
I IVW | ISHARES S&P 500 GROWTH ETF | 18.30% | $22.5M | 186,360 | $95.66 | $120.72 | +$3.7M |
S SCHD | SCHWAB US DIVIDEND EQUITY ETF | 16.84% | $20.7M | 758,396 | $27.75 | $27.30 | +$5.2M |
S STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 5.61% | $6.9M | 66,710 | $103.29 | $103.36 | +$5.8M |
D DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 5.05% | $6.2M | 118,791 | $49.72 | $52.30 | +$665.3K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more