account_balance

Investment manager · 13F filer · SEC CIK 2129058

Dala Group, LLC

Reported value$135Mas of Sep 30, 2026
Positions71 4 new, 1 sold out
Top 10 weight67.4%DBEF alone is 14%
FiledOct 2929 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
DBEF DBX ETF Tr 13.9% Added +17%
XMMO Invesco Exchange Traded Fd T 13.6% Added +12%
VIG Vanguard Specialized Funds 10.6% Added +10%
GOOGL Alphabet Inc. 7.0% Added +2248%
CIBR First Tr Exchange-Traded Fd 6.3% Added +2%
SOXX iShares Tr 5.7% Added +4%
VOO Vanguard Index FDS 3.5% Trimmed −9%
AAPL Apple Inc. 2.5% Added +56%SPY SPDR S&P 500 ETF Trust 2.3% Trimmed −9%MELI MercadoLibre Inc 2.0% Added +13%MSFT Microsoft Corp 2.0% Added +8%JPM JPMorgan Chase & Co 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • VUG $422K
  • IVV $220K
  • CRWD $207K
  • NOC $202K
arrow_upwardAdded
arrow_downwardTrimmed
  • MA −19%
  • MKL −16%
  • NOBL −14%
  • XOM −12%
remove_circleSold out
  • AGG $825K

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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