Mainsail Financial Group, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $240 Billion distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.2B, J P Morgan ETF Tr U S Value Fa with a value of $18.7B, First Tr Enhanced Traded Fd Iv with a value of $18B, First Trust Rising Dividend Ac with a value of $12B, and Schwab Strategic Tr Us Large C with a value of $11.5B.
Examining the 13F form we can see an increase of $7.84B in the current position value, from $233B to 240B.
Mainsail Financial Group, LLC is based out at Bellevue, WA
Below you can find more details about Mainsail Financial Group, LLC portfolio as well as his latest detailed transactions.