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| Happy Holidays!! thanks for using AUM13F!! |
| Mach-1 Financial Group LLC
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| CRD # | 298195 |
| SEC # | 801-118093 |
| CIK # | 0001843358 |
| AUM | $416.9 M (2025-07-08) |
| Employees | 20 (35% Investors, 10% Brokers) |
| Phone | 479-876-2100 |
| Address | 1001 S 52nd Street Rogers, AR 72758 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 6.1 | ||
| Nvidia Corp | 4.6 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Analog Devices Inc | 4.0 | ||
| Wal Mart Stores Inc | 3.9 | ||
| Schwab Charles Corp | 3.9 | ||
| Texas Instruments Inc | 3.8 | ||
| Cisco Systems Inc | 3.7 | ||
| Philip Morris International Inc | 3.6 | ||
| Microsoft Corp | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,195 | 243.3 |
| (b) Individuals (high net worth individuals) | 98 | 171.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,719 | 416.9 |
| By Discretionary | ||
| Discretionary | 2,719 | 416.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,719 | 416.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 416.9 | |
| Total | 2,719 | 416.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843358] |
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|---|---|---|
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0.4 | |
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Allodium Investment Consultants LLC
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Master's Wealth Management Inc
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