13F Insight
DOSSIER · 13F-HR · Q3 2026

Bond & Devick Financial Network, Inc.

$414M in tracked AUM across 201 positions as of Q3 2026.

B&
CIK 0001843495 · last filed Sep 30, 2026
Total AUM
$414M
as of Q3 2026
Holdings
201
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Bond & Devick Financial Network, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 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 positionsLocked2025Q2Jun 30
$301M▲ 9.1%
174 positionsLocked2025Q1Mar 31
$276M▲ 17.9%
161 positionsLocked2024Q4Dec 31
$234M— 0.0%
157 positionsLocked2024Q3Sep 30
$234M▲ 25.4%
157 positionsLocked2024Q2Jun 30
$187M▲ 1.2%
147 positionsLocked2024Q1Mar 31
$184M▲ 4.9%
142 positionsLocked2023Q4Dec 31
$176M▲ 13.0%
143 positionsLocked2023Q3Sep 30
$155M▼ 3.4%
127 positionsLocked
Showing 12 of 23