account_balance
Investment manager · 13F filer · SEC CIK 2061178
Dynamic Financial Group
Reported value$138Mas of Sep 30, 2026
Positions78 4 new, 2 sold out
Top 10 weight73.4%SGOV alone is 29%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares Tr
28.8%Trimmed −3%
JAAAJanus Detroit STR Tr
17.4%Added +11%
DEDeere & Co
9.0%
IWFiShares Tr
5.2%
VZVerizon Communications Inc
2.8%
BOXXEa Series Trust
2.6%+42%
IWDiShares Tr
2.2%
IEFAiShares Tr
1.9%
SLYGSPDR Series Trust
1.8%
IWP
SGOViShares Tr
28.8%Trimmed −3%
JAAAJanus Detroit STR Tr
17.4%Added +11%
DEDeere & Co
9.0%
IWFiShares Tr
5.2%
BOXX2.6%
IWD2.2%
IEFA1.9%
SLYG1.8%
PFEBoxes 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 28.8% Trimmed −3%
JAAA Janus Detroit STR Tr 17.4% Added +11%
DE Deere & Co 9.0% HeldIWF iShares Tr 5.2% Held
VZ Verizon Communications Inc 2.8% HeldBOXX Ea Series Trust 2.6% Added +42%
IWD iShares Tr 2.2% Held
IEFA iShares Tr 1.9% Held
SLYG SPDR Series Trust 1.8% Added +5%
PFE Pfizer Inc 1.4% HeldAAPL Apple Inc. 1.3% HeldIWP iShares Tr 1.2% Added +2%
What changed
Biggest moves since Jun 30, 2026
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