DOSSIER · 13F-HR · Q2 2026

Bond & Devick Financial Network, Inc.

$406M in tracked AUM across 207 positions as of Q2 2026.

B&
CIK 0001843495 · last filed Jun 30, 2026
Total AUM
$406M
as of Q2 2026
Holdings
207
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Bond & Devick Financial Network, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
EQWL
INVESCO EXCHANGE TRADED FD T
$41M320K10.2%
02
ESGD
ISHARES TR
$36M347K8.8%
03
JCPB
J P MORGAN EXCHANGE TRADED F
$23M481K5.6%
04
SCHZ
SCHWAB STRATEGIC TR
$20M879K5.0%
05
SCHB
SCHWAB STRATEGIC TR
$18M616K4.4%
06
JMEE
J P MORGAN EXCHANGE TRADED F
$14M183K3.5%
07
NDSN
NORDSON CORP
$13M44K3.3%
08
IEI
ISHARES TR
$13M111K3.2%
09
IWY
ISHARES TR
$12M42K3.0%
10
EDIV
SPDR INDEX SHS FDS
$11M265K2.7%

Filing history

2026Q2Jun 30
$406M 13.3%
207 positionsView →
2026Q1Mar 31
$358M 0.9%
188 positionsView →
2025Q4Dec 31
$355M 6.8%
184 positionsView →
2025Q3Sep 30
$332M 10.6%
186 positionsView →
2025Q2Jun 30
$301M 9.1%
174 positionsLocked
2025Q1Mar 31
$276M 17.9%
161 positionsLocked
2024Q4Dec 31
$234M 0.0%
157 positionsLocked
2024Q3Sep 30
$234M 25.4%
157 positionsLocked
2024Q2Jun 30
$187M 1.2%
147 positionsLocked
2024Q1Mar 31
$184M 4.9%
142 positionsLocked
2023Q4Dec 31
$176M 13.0%
143 positionsLocked
2023Q3Sep 30
$155M 3.4%
127 positionsLocked
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