AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Demars Financial Group, LLC SEC 13F Filing
Portfolio Overview
Demars Financial Group, LLC manages a portfolio with a total market value of approximately $298.8 million as of December 31, 2025. This represents a significant growth of 44.9% from the previous quarter's value of $206.23 million. The portfolio comprises 89 holdings, indicating a moderately diversified approach. However, the strategy appears to be highly concentrated in fund-based solutions,...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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