DOSSIER · 13F-HR · Q2 2026

FINANCIAL DISCOVERY GROUP INC

$47M in tracked AUM across 21 positions as of Q2 2026.

FD
CIK 0001024431 · last filed Jun 30, 2026
Total AUM
$47M
as of Q2 2026
Holdings
21
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

FINANCIAL DISCOVERY GROUP 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
SGOV
ISHARES TR
$14M136K29.3%
02
BOND
PIMCO ETF TR
$5M54K10.6%
03
XLP
SELECT SECTOR SPDR TR
$4M43K7.6%
04
CTA
SIMPLIFY EXCHANGE TRADED FUN
$3M124K6.9%
05
XLE
SELECT SECTOR SPDR TR
$3M59K6.7%
06
XLU
SELECT SECTOR SPDR TR
$3M69K6.7%
07
XLV
SELECT SECTOR SPDR TR
$3M19K6.3%
08
SHV
ISHARES TR
$2M22K5.2%
09
SPHD
INVESCO EXCH TRADED FD TR II
$2M34K3.7%
10
IWD
ISHARES TR
$2M7K3.7%

Filing history

2026Q2Jun 30
$47M 9.6%
21 positionsView →
2026Q1Mar 31
$43M
16 positionsView →