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Dynamic Financial Group

SEC CIK
0002061178
Latest filing
Jul 27, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 28, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
66
+5 vs. Q2 2025
Portfolio value
$115.2M
+$11.4M (+11.0%) vs. Q2 2025
Filed
Oct 28, 2025
SEC
Holdings of Dynamic Financial Group in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46436E7180-3 MTH TREASURY611,051$61.5M53.4%+73,074+13.6%Added–
iShares Russell 1000 Growth ETF464287614ETF13,667$6.40M5.6%−156−1.1%Reduced–
DEDeere & CoStock10,334$4.73M4.1%+7+0.1%AddedHistory
VZVerizon Communications IncStock84,666$3.72M3.2%−259−0.3%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF12,524$2.55M2.2%+367+3.0%Added–
NUVNuveen Municipal Value Fund IncCOM214,755$1.93M1.7%+61,233+39.9%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF22,004$1.92M1.7%+752+3.5%Added–
SPDR Series Trust78464A201ST STR SP600GRWO19,565$1.85M1.6%+701+3.7%Added–
PFEPfizer IncStock62,681$1.60M1.4%+242+0.4%AddedHistory
iShares Tr464288885EAFE GRWTH ETF13,384$1.52M1.3%−144−1.1%Reduced–
AAPLApple Inc.Stock5,583$1.42M1.2%−62−1.1%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF9,837$1.40M1.2%−107−1.1%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF6,228$1.30M1.1%+149+2.5%Added–
BRK.BBerkshire Hathaway IncStock2,123$1.07M0.9%−157−6.9%ReducedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK22,784$782.2K0.7%−580−2.5%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF1,294$776.6K0.7%−29−2.2%Reduced–
TAT&T Inc.Stock26,864$758.6K0.7%−5,070−15.9%ReducedHistory
Vanguard Morningstar Value ETF922908744ETF3,949$736.5K0.6%+6+0.2%Added–
AMZNAmazon Com IncStock3,328$730.7K0.6%00.0%UnchangedHistory
NVDANVIDIA CorpStock3,712$692.6K0.6%−96−2.5%ReducedHistory
GOOGLAlphabet Inc.Stock2,810$683.1K0.6%−30−1.1%ReducedHistory
MSFTMicrosoft CorpStock1,303$674.8K0.6%00.0%UnchangedHistory
Morgan Stanley ETF Trust61774R833EATON VANCE FLTG13,483$669.7K0.6%−152−1.1%Reduced–
GLDSPDR Gold TrustETF1,838$653.4K0.6%−10−0.5%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF5,385$650.1K0.6%+20.0%Added–
iShares Core S&P US Value ETF464287663ETF5,811$580.8K0.5%+128+2.3%Added–
Janus Detroit STR Tr47103U845HENDRSON AAA CL11,376$577.7K0.5%+11,376New–
Vanguard Morningstar Growth ETF922908736ETF1,194$572.6K0.5%−476−28.5%Reduced–
IAUiShares Gold TrustETF7,867$572.5K0.5%−1,182−13.1%ReducedHistory
CASYCaseys General Stores IncCOM986$557.5K0.5%+1+0.1%AddedHistory
GOOGAlphabet Inc.Stock2,285$556.5K0.5%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF5,671$529.5K0.5%+76+1.4%Added–
SPYSPDR S&P 500 ETF TrustETF745$496.4K0.4%−26−3.4%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF5,886$477.9K0.4%00.0%Unchanged–
iShares Russell Mid-Cap Value ETF464287473ETF3,414$476.8K0.4%−164−4.6%Reduced–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF8,182$452.7K0.4%+117+1.5%Added–
iShares Core S&P Mid-Cap ETF464287507ETF6,917$451.4K0.4%00.0%Unchanged–
SPDR Index Shs FDS78463X509ST PORT MARK ETF9,219$431.5K0.4%−504−5.2%Reduced–
GEGeneral Electric CoStock1,387$417.1K0.4%+1+0.1%AddedHistory
MOAltria Group, Inc.Stock6,295$415.8K0.4%−121−1.9%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF5,901$401.7K0.3%+11+0.2%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF1,276$359.7K0.3%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF552$338.3K0.3%−4−0.7%Reduced–
TSLATesla, Inc.Stock760$338.0K0.3%00.0%UnchangedHistory
Fidelity Covington Trust31609A503ENH MID COR ETF9,088$328.5K0.3%+19+0.2%Added–
LINLinde PLCStock688$326.8K0.3%00.0%UnchangedHistory
WMTWalmart Inc.Stock3,075$316.9K0.3%+10.0%AddedHistory
DALDelta Air Lines, Inc.COM NEW5,408$306.9K0.3%00.0%UnchangedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF934$287.5K0.2%+2+0.2%Added–
iShares S&P Small-Cap 600 Value ETF464287879ETF2,583$285.7K0.2%−63−2.4%Reduced–
iShares Tr464288273EAFE SML CP ETF3,575$274.3K0.2%−179−4.8%Reduced–
XOMExxonMobil Holdings CorpCOM2,426$273.6K0.2%+23+1.0%AddedHistory
AONAon plcCL A762$271.7K0.2%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q159INCOME ETF5,615$260.6K0.2%−74−1.3%Reduced–
VVisa Inc.Stock727$248.2K0.2%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF4,288$245.2K0.2%+465+12.2%Added–
Pacer FDS Tr69374H709GLOBL CASH ETF6,161$244.1K0.2%00.0%Unchanged–
Fidelity Covington Trust31609A107ENHANCED LARGE7,205$241.6K0.2%−111−1.5%Reduced–
MCDMcDonalds CorpStock742$225.5K0.2%−10−1.3%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF757$225.4K0.2%00.0%Unchanged–
FBTCFidelity Wise Origin Bitcoin FundSHS2,183$217.9K0.2%+2,183NewHistory
iShares Tr46436E536US SML CP VALUE6,490$217.5K0.2%−412−6.0%Reduced–
iShares Russell 2000 Growth ETF464287648ETF672$215.2K0.2%+672New–
iShares Tr46434V266INTERNATIONAL SL5,059$208.1K0.2%+5,059New–
iShares Tr464287234MSCI EMG MKT ETF3,838$204.9K0.2%+3,838New–
CARMCarisma Therapeutics Inc.COM15,350$4.21K<0.1%00.0%UnchangedHistory