Mann Financial Group, Inc. - Portfolio overview

Mann Financial Group, Inc. has 33 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 36.70%
2. IEFA - ISHARES TR, 20.69%
3. AGG - ISHARES TR, 12.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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