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Mainsail Financial Group, LLC - Portfolio Stock Holdings

Mainsail Financial Group, LLC disclosed 75 stock positions in a recent SEC 13F filing. $297,037,402 of stock holdings were filed, with the largest holdings including SPY, FTSM, and JVAL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $403,920,372 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

75

Est. Stock Holding Value:

$297,037,402

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Mainsail Financial Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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