Mainsail Financial Group, LLC - Portfolio overview

Mainsail Financial Group, LLC has 65 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 8.39%
2. JVAL - J P MORGAN EXCHANGE TRADED F, 7.78%
3. FTSM - FIRST TR EXCHANGE-TRADED FD, 7.63%

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

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