Institutions / Dynamic Financial Group
Dynamic Financial Group
CIK 2061178 · Institution · as of Dec 31, 2025
Portfolio value
$117.22M
Positions
69
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 69 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $44.01M | 37.5% |
| Janus Detroit Str Tr | $17.47M | 14.9% |
| iShares Tr | $6.60M | 5.6% |
| Deere & Co | $4.89M | 4.2% |
| Verizon Communications Inc | $3.56M | 3.0% |
| iShares Tr | $2.52M | 2.1% |
| Nuveen Municipal Value Fund IncNUV | $2.43M | 2.1% |
| iShares Tr | $1.97M | 1.7% |
| SPDR Series Trust | $1.92M | 1.6% |
| iShares Tr | $1.56M | 1.3% |
| Pfizer Inc | $1.52M | 1.3% |
| Apple Inc. | $1.49M | 1.3% |
| Ea Series Trust | $1.43M | 1.2% |
| iShares Tr | $1.36M | 1.2% |
| Vanguard Index Fds | $1.36M | 1.2% |
| Warren E. Buffett | $948.3K | 0.8% |
| Alphabet Inc. | $860.4K | 0.7% |
| Invesco Qqq Tr | $794.7K | 0.7% |
| Phillips Edison & Company, Inc. | $790.5K | 0.7% |
| Amazon.com Inc | $768.2K | 0.7% |
| Alphabet Inc. | $717.0K | 0.6% |
| NVIDIA Corp | $694.6K | 0.6% |
| SPDR Gold Tr | $692.8K | 0.6% |
| iShares Tr | $664.1K | 0.6% |
| AT&T Inc. | $662.8K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.