Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Dala Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Dala Group, LLC (CIK 2129058) reported $121.4M across 68 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XMMO ($19.1M, 15.70%), DBEF ($16.0M, 13.16%), VIG ($13.2M, 10.90%), SOXX ($8.3M, 6.84%), CIBR ($7.2M, 5.97%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1XMMOINVESCO EXCHANGE TRADED FD T$19.1M15.70%112,019Added
2DBEFDBX ETF TR$16.0M13.16%292,393Added
3VIGVANGUARD SPECIALIZED FUNDS$13.2M10.90%55,891Added
4SOXXISHARES TR$8.3M6.84%12,961Trimmed
5CIBRFIRST TR EXCHANGE-TRADED FD$7.2M5.97%80,587Added
6VOOVANGUARD INDEX FDS$5.1M4.24%7,487Trimmed
7SPYSTATE STR SPDR S&P 500 ETF T$3.4M2.79%4,535Trimmed
8JPMJPMORGAN CHASE & CO$2.5M2.09%7,756Trimmed
9MELIMERCADOLIBRE INC$2.4M1.95%1,394Trimmed
10GOOGALPHABET INC$2.0M1.61%5,521Trimmed
11AMZNAMAZON COM INC$1.9M1.61%8,175Trimmed
12DXJWISDOMTREE TR$1.9M1.59%11,144Trimmed
13AXONAXON ENTERPRISE INC$1.9M1.58%3,424Added
14HDHOME DEPOT INC$1.9M1.56%5,371Trimmed
15AAPLAPPLE INC$1.9M1.54%6,475Trimmed
16MSFTMICROSOFT CORP$1.8M1.46%4,762Trimmed
17VOVANGUARD INDEX FDS$1.7M1.40%21,052Added
18NOBLPROSHARES TR$1.7M1.37%29,655Added
19UNHUNITEDHEALTH GROUP INC$1.6M1.34%3,920Trimmed
20OCOWENS CORNING NEW$1.6M1.33%10,171Trimmed
21NVDANVIDIA CORPORATION$1.5M1.26%7,673Trimmed
22NEENEXTERA ENERGY INC$1.4M1.19%16,415Trimmed
23TTTRANE TECHNOLOGIES PLC$1.4M1.16%2,865Added
24DFEMDIMENSIONAL ETF TRUST$1.2M1.02%30,388Trimmed
25CATCATERPILLAR INC$1.0M0.85%967Trimmed

Source: SEC Form 13F filings · as of 2026-06-30