account_balance

Investment manager · 13F filer · SEC CIK 1964538

Mendota Financial Group, LLC

Reported value$161Mas of Sep 30, 2026
Positions32 1 new, 2 sold out
Top 10 weight73.5%DFUS alone is 14%
FiledOct 77 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
DFUS Dimensional ETF Trust 14.1% Held
DFAI Dimensional ETF Trust 9.4% Trimmed −2%
DFAS Dimensional ETF Trust 8.3% Trimmed −6%
AVLC American Centy ETF Tr 7.6% Added +25%
IGIB iShares Tr 7.4% Added +3%
IVV iShares Tr 6.2% Held
VMBS Vanguard Scottsdale FDS 6.1% Added +8%
VCRB Vanguard Malvern FDS 5.8% Added +17%
IGSB iShares Tr 4.7% Held
AVMC American Centy ETF Tr 3.9% Trimmed −7%
CGIE Capital Group International 3.8% Trimmed −9%
AVSC American Centy ETF Tr 3.2% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 7, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
  • SCHR +38%
  • PHYL +33%
  • AVLC +25%
  • AVDE +24%
arrow_downwardTrimmed
  • SCHO −34%
  • RSP −30%
  • L −29%
  • BRK-B −19%
remove_circleSold out

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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