account_balance

Investment manager · 13F filer · SEC CIK 1024431

Financial Discovery Group Inc

Reported value$47.6Mas of Sep 30, 2026
Positions16 0 new, 5 sold out
Top 10 weight88.9%SGOV alone is 35%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SGOV iShares Tr 35.3% Added +22%
BOND Pimco ETF Tr 9.8% Trimmed −2%
CTA Simplify Exchange Traded Fun 8.1% Added +2%
XLP Select Sector SPDR Tr 7.1% Trimmed −10%
XLV Select Sector SPDR Tr 6.4% Trimmed −8%
XLU Select Sector SPDR Tr 5.4% Trimmed −13%
SHV iShares Tr 5.2% Added +3%
IWD iShares Tr 4.0% Added +3%
EFA iShares Tr 3.9% Added +11%
XLE Select Sector SPDR Tr 3.7% Trimmed −58%
SPHD Invesco Exch Traded Fd Tr II 3.1% Trimmed −15%
VTI Vanguard Index FDS 2.4% Added +34%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 23, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • VTI +34%
  • SGOV +22%
  • VEA +14%
  • EFA +11%
arrow_downwardTrimmed
  • XLE −58%
  • SPHD −15%
  • XLU −13%
  • XLP −10%
remove_circleSold out
  • IUSB $269K
  • VIG $246K
  • MDY $235K
  • SHY $207K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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