DOSSIER · 13F-HR · Q2 2026

Dynamic Financial Group

$132M in tracked AUM across 76 positions as of Q2 2026.

DF
CIK 0002061178 · last filed Jun 30, 2026
Total AUM
$132M
as of Q2 2026
Holdings
76
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Dynamic Financial Group 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
SGOV
ISHARES TR
$41M405K30.8%
02
JAAA
JANUS DETROIT STR TR
$22M428K16.3%
03
DE
DEERE & CO
$12M18K8.8%
04
IWF
ISHARES TR
$7M57K5.4%
05
VZ
VERIZON COMMUNICATIONS INC
$4M84K2.7%
06
IWD
ISHARES TR
$3M13K2.3%
07
SLYG
SPDR SERIES TRUST
$3M23K2.0%
08
IEFA
ISHARES TR
$3M27K2.0%
09
BOXX
EA SERIES TRUST
$3M22K1.9%
10
IWP
ISHARES TR
$2M11K1.3%

Filing history

2026Q2Jun 30
$132M 8.3%
76 positionsView →
2026Q1Mar 31
$122M 4.3%
69 positionsView →
2025Q4Dec 31
$117M 1.8%
69 positionsView →
2025Q3Sep 30
$115M 11.0%
66 positionsView →
2025Q2Jun 30
$104M 631.2%
61 positionsLocked
2025Q1Mar 31
$14M 2.5%
23 positionsLocked
2024Q4Dec 31
$14M
25 positionsLocked