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Portfolio (Quarterly) Guide ↗

Members Advisory Group LLC

· CIK 0001908587
13F Portfolio $265M AUM 31 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 12 Added 9 Reduced 15 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 JAAA JANUS DETROIT STR TR 327,117 $16.6M 5.87% SOLD
2 IWR ISHARES TR 133,486 $12.9M 4.56% SOLD
3 SHYG ISHARES TR 243,207 $10.5M 3.72% SOLD
4 J P MORGAN EXCHANGE TRADED F 129,763 $8.2M 2.89% SOLD
5 IGPT INVESCO EXCHANGE TRADED FD T 119,827 $6.5M 2.29% SOLD
6 KRE SPDR SERIES TRUST 94,269 $6.0M 2.11% SOLD
7 EPI WISDOMTREE TR 125,056 $5.5M 1.96% SOLD
8 PFE PFIZER INC Healthcare 209,431 $5.3M 1.89% SOLD
9 JEPI J P MORGAN EXCHANGE TRADED F 76,491 $4.4M 1.54% SOLD
10 IGV ISHARES TR 37,358 $4.3M 1.52% SOLD
11 TFLO ISHARES TR 66,130 $3.3M 1.18% SOLD
12 WHR WHIRLPOOL CORP Consumer Cyclical 5,297 $416K 0.15% SOLD
13 SCHD SCHWAB STRATEGIC TR 9,683 $264K 0.09% SOLD
14 MRSH MARSH & MCLENNAN COS INC Financial Services 1,010 $204K 0.07% SOLD
15 WULF TERAWULF INC Financial Services 12,224 $140K 0.05% SOLD
Sector Allocation
Financial Services 98.6%
Consumer Cyclical 0.7%
Technology 0.7%