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Dynamic Financial Group

Q2 2026 13F filing

Updated 45 days ago

76 disclosed positions worth $132.4M

Portfolio value
$132.4M
Total holdings
76
New positions
10
Closed positions
3
Increased
36
Decreased
14
Turnover
17.1%
Filed
2026-07-27

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

ISHARES TR

-7.2%
Value
$40.7M
Shares
404.6K
% Port
30.76%
?
2.N/A

JANUS DETROIT STR TR

+4.9%
Value
$21.6M
Shares
427.7K
% Port
16.31%
D
3.DE

DEERE & CO

+106.3%
Value
$11.7M
Shares
18.4K
% Port
8.81%
E

ISHARES TR

+304.4%
Value
$7.1M
Shares
57.1K
% Port
5.36%
V
5.VZ

VERIZON COMMUNICATIONS INC

-3.2%
Value
$3.6M
Shares
84.3K
% Port
2.70%
E

ISHARES TR

+4.6%
Value
$3M
Shares
12.5K
% Port
2.29%
S

SPDR SERIES TRUST

+1.0%
Value
$2.7M
Shares
22.5K
% Port
2.03%
E

ISHARES TR

+3.1%
Value
$2.6M
Shares
27.1K
% Port
1.97%
?
9.N/A

EA SERIES TRUST

+13.2%
Value
$2.5M
Shares
21.5K
% Port
1.90%
E
10.ETHA

ISHARES TR

+6.6%
Value
$1.7M
Shares
11.4K
% Port
1.26%
P
11.PFE

PFIZER INC

-0.1%
Value
$1.6M
Shares
68.1K
% Port
1.24%
A
12.AAPL

APPLE INC

+0.1%
Value
$1.6M
Shares
5.5K
% Port
1.20%
V
13.VGES

VANGUARD INDEX FDS

-0.2%
Value
$1.6M
Shares
6.5K
% Port
1.19%
N
14.NUV

NUVEEN MUN VALUE FD INC

-38.0%
Value
$1.5M
Shares
166.3K
% Port
1.16%
E
15.ETHA

ISHARES TR

-10.2%
Value
$1.5M
Shares
12.3K
% Port
1.16%
G

ALPHABET INC

-0.3%
Value
$952K
Shares
2.7K
% Port
0.72%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$927K
Shares
1.9K
% Port
0.70%
Q
18.QQQ

INVESCO QQQ TR

-3.2%
Value
$900K
Shares
1.2K
% Port
0.68%
G

ALPHABET INC

Unchanged
Value
$807K
Shares
2.3K
% Port
0.61%
C
20.CASY

CASEYS GEN STORES INC

+1.7%
Value
$799K
Shares
1.0K
% Port
0.60%
A
21.AMZN

AMAZON COM INC

+0.5%
Value
$797K
Shares
3.3K
% Port
0.60%
N
22.NVDA

NVIDIA CORPORATION

+0.4%
Value
$753K
Shares
3.8K
% Port
0.57%
V
23.VGES

VANGUARD INDEX FDS

+2.9%
Value
$752K
Shares
3.4K
% Port
0.57%
E
24.ETHA

ISHARES TR

+0.0%
Value
$742K
Shares
5.4K
% Port
0.56%
E
25.ETHA

ISHARES TR

+7.6%
Value
$707K
Shares
6.8K
% Port
0.53%
E
26.ETHA

ISHARES TR

+11.2%
Value
$695K
Shares
6.3K
% Port
0.52%
S

SPDR INDEX SHS FDS

+2.0%
Value
$660K
Shares
12.8K
% Port
0.50%
E
28.EFT

MORGAN STANLEY ETF TRUST

+2.8%
Value
$656K
Shares
13.5K
% Port
0.50%
S

SPDR SERIES TRUST

+14.3%
Value
$649K
Shares
10.7K
% Port
0.49%
?
30.N/A

AT&T INC

-2.0%
Value
$608K
Shares
29.3K
% Port
0.46%
P
31.PECO

PHILLIPS EDISON & CO INC

Unchanged
Value
$599K
Shares
14.4K
% Port
0.45%
E
32.ETHA

ISHARES TR

-8.7%
Value
$561K
Shares
7.3K
% Port
0.42%
S
33.SPY

STATE STR SPDR S&P 500 ETF T

+0.1%
Value
$556K
Shares
745
% Port
0.42%
G
34.GLD

SPDR GOLD TR

Unchanged
Value
$544K
Shares
1.5K
% Port
0.41%
M
35.MSFT

MICROSOFT CORP

+2.7%
Value
$529K
Shares
1.4K
% Port
0.40%
M
36.MO

ALTRIA GROUP INC

+0.3%
Value
$514K
Shares
7.1K
% Port
0.39%
D
37.DAL

DELTA AIR LINES INC

Unchanged
Value
$507K
Shares
5.4K
% Port
0.38%
I
38.IAU

ISHARES GOLD TR

-0.2%
Value
$505K
Shares
6.7K
% Port
0.38%
?
39.N/A

ISHARES TR

Unchanged
Value
$471K
Shares
5.9K
% Port
0.36%
E
40.ETHA

ISHARES TR

+7.5%
Value
$457K
Shares
2.8K
% Port
0.34%
E
41.ETHA

ISHARES TR

+0.1%
Value
$450K
Shares
5.9K
% Port
0.34%
G
42.GE

GE AEROSPACE

+2.9%
Value
$440K
Shares
1.2K
% Port
0.33%
V
43.VGES

VANGUARD INDEX FDS

+499.9%
Value
$414K
Shares
4.8K
% Port
0.31%
E
44.ETHA

ISHARES TR

+17.9%
Value
$414K
Shares
9.6K
% Port
0.31%
E
45.ETHA

ISHARES TR

+3.9%
Value
$375K
Shares
2.7K
% Port
0.28%
F
46.FIS

FIDELITY COVINGTON TRUST

+0.4%
Value
$364K
Shares
9.0K
% Port
0.27%
?
47.N/A

J P MORGAN EXCHANGE TRADED F

Value
$360K
Shares
4.6K
% Port
0.27%
L
48.LIN

LINDE PLC

Unchanged
Value
$357K
Shares
688
% Port
0.27%
E
49.ETHA

ISHARES INC

-2.1%
Value
$354K
Shares
4.3K
% Port
0.27%
W
50.WMT

WALMART INC

+0.1%
Value
$341K
Shares
3.0K
% Port
0.26%