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.

Portfolio value $240 Billion
ETFs: $204 Billion
Technology: $15.2 Billion
Consumer Defensive: $8.01 Billion
Communication Services: $5.07 Billion
Financial Services: $1.73 Billion
Industrials: $1.41 Billion
Consumer Cyclical: $1.25 Billion
Energy: $1.23 Billion
Other: $2.15 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $240 Billion
  • Prior Value $233 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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