Monarch Capital Management Inc. ETF holdings
Fort Wayne, IN
Reported $22.5M in 15 ETFs in its Form 13F for June 30, 2026.
ETF value
$22.5M
ETFs held
15
Change from prior quarter
-2.0%
With price moves
ETFs as a share of its 13F
5.2%
of $436.2M
Top 10 of 15 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | $9.5M | 94,511 | −30,347 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $3.1M | 52,656 | +878 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $2.6M | 51,236 | −2,100 shares |
| VTWO | Vanguard Russell 2000 ETF | $1.1M | 8,867 | +306 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $1.1M | 4,952 | +260 shares |
| VOO | Vanguard S&P 500 ETF | $969K | 1,411 | +950 shares |
| VYMI | Vanguard International High Dividend Yield ETF | $966K | 9,834 | +2,555 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $937K | 1,252 | No change |
| VEA | Vanguard FTSE Developed Markets ETF | $557K | 7,819 | +1,221 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $389K | 2,656 | +400 shares |
5 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000938759. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Monarch Capital Management Inc. own?
Monarch Capital Management Inc. reported 15 ETF positions worth $22.5M in its Form 13F for June 30, 2026. The largest was SGOV, at $9.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.