Mtm Financial Group, LLC (CIK: 0002132054) is a financial institution headquartered at 4505 Hanoverville Road, , Bethlehem, Pennsylvania 18020. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $213.03 M, comprising 89 distinct securities. Over its filing history, it has submitted 17 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 57.5%. Quarterly turnover: 1.1%. ▲ 5 new, +43 added, −29 reduced, ×3 exited.

Top Buys

Q1 2026

1. JEPI Jpmorgan Equity Premium Income Etf

+$1.31 M

2. QQQ Invesco Qqq Trust Series I

+$802,693.15

3. Innovator Etfs Trust

+$503,808

4. JEPQ Jpmorgan Nasdaq Equity Premium Income Etf

+$472,474.64

5. MMTM Spdr S&P 1500 Momentum Tilt Etf

+$374,906.97

Top Sells

Q1 2026

1. SCHD Schwab Us Dividend Equity Etf

−$282,400.89

2. MAGX Roundhill Daily 2X Long Magnificent Seven Etf

−$238,748

3. BSEP Innovator Us Equity Buffer Etf - September

−$204,634

4. NOCT Innovator Growth-100 Power Buffer Etf - October

−$202,778

5. APRJ Innovator Premium Income 30 Barrier Etf - April

−$142,273.25

Stocks/ETFs

+1.71%

$213.03 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Dividend Appreciation Etf ETF-VIG	134,847	$29 M	13.61%	▲ 1,675	Add 1.3%
Innovator Defined Wealth Shield Etf ETF-BALT	787,608	$26.36 M	12.37%	▲ 9,040	Add 1.2%
Invesco Qqq Trust Series I ETF-QQQ	25,289	$14.5 M	6.81%	▲ 1,400	Add 5.9%
Innovator Laddered Allocation Power Buffer Etf ETF-BUFF	239,994	$11.86 M	5.57%	▲ 3,681	Add 1.6%
Jpmorgan Equity Premium Income Etf ETF-JEPI	208,878	$11.84 M	5.56%	▲ 23,130	Add 12.5%
Jpmorgan Nasdaq Equity Premium Income Etf ETF-JEPQ	127,568	$7.08 M	3.32%	▲ 8,510	Add 7.2%
Capital Group Dividend Value Etf ETF-CGDV	163,357	$6.95 M	3.26%	▲ 3,071	Add 1.9%
Innovator Us Equity Power Buffer Etf - July ETF-PJUL	118,479	$5.45 M	2.56%	▼ 2,205	Reduce -1.8%
Alps Sector Dividend Dogs Etf ETF-SDOG	73,209	$4.76 M	2.24%	▼ 1,431	Reduce -1.9%
Innovator Us Equity Power Buffer Etf - June ETF-PJUN	109,581	$4.58 M	2.15%	▼ 140	Reduce -0.1%

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Mtm Financial Group, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Mtm Financial Group, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 17 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Mtm Financial Group, LLC Quarterly 13F Statistics

Discover detailed insights into Mtm Financial Group, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Mtm Financial Group, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Mtm Financial Group, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Mtm Financial Group, LLC 13F Filings, Portfolio & Analysis

Mtm Financial Group, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Mtm Financial Group, LLC's Portfolio

Mtm Financial Group, LLC Quarterly 13F Statistics

Mtm Financial Group, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)