Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dynamic Financial Group (CIK 2061178) reported $122.3M across 69 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($43.9M, 35.88%), JAAA ($20.5M, 16.80%), IWF ($6.0M, 4.93%), DE ($5.0M, 4.11%), VZ ($4.4M, 3.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $43.9M | 35.88% | 435,857 | Trimmed |
| 2 | JAAA | JANUS DETROIT STR TR | $20.5M | 16.80% | 407,794 | Added |
| 3 | IWF | ISHARES TR | $6.0M | 4.93% | 14,129 | Added |
| 4 | DE | DEERE & CO | $5.0M | 4.11% | 8,916 | Trimmed |
| 5 | VZ | VERIZON COMMUNICATIONS INC | $4.4M | 3.57% | 87,082 | Trimmed |
| 6 | IWD | ISHARES TR | $2.6M | 2.09% | 11,952 | Trimmed |
| 7 | NUV | NUVEEN MUN VALUE FD INC | $2.4M | 1.97% | 268,377 | Added |
| 8 | IEFA | ISHARES TR | $2.4M | 1.94% | 26,253 | Added |
| 9 | BOXX | EA SERIES TRUST | $2.2M | 1.81% | 18,997 | Added |
| 10 | SLYG | SPDR SERIES TRUST | $2.2M | 1.76% | 22,304 | Added |
| 11 | PFE | PFIZER INC | $1.9M | 1.56% | 68,132 | Added |
| 12 | EFG | ISHARES TR | $1.5M | 1.25% | 13,701 | Trimmed |
| 13 | VBR | VANGUARD INDEX FDS | $1.4M | 1.15% | 6,479 | Added |
| 14 | AAPL | APPLE INC | $1.4M | 1.14% | 5,483 | Trimmed |
| 15 | IWP | ISHARES TR | $1.4M | 1.12% | 10,694 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $887,573 | 0.73% | 1,852 | Trimmed |
| 17 | T | AT&T INC | $868,081 | 0.71% | 29,944 | Added |
| 18 | GOOGL | ALPHABET INC | $768,073 | 0.63% | 2,671 | Trimmed |
| 19 | QQQ | INVESCO QQQ TR | $728,210 | 0.60% | 1,262 | Trimmed |
| 20 | CASY | CASEYS GEN STORES INC | $719,008 | 0.59% | 988 | Added |
| 21 | AMZN | AMAZON COM INC | $693,123 | 0.57% | 3,328 | Hold |
| 22 | VTV | VANGUARD INDEX FDS | $657,592 | 0.54% | 3,352 | Added |
| 23 | GOOG | ALPHABET INC | $655,475 | 0.54% | 2,285 | Hold |
| 24 | NVDA | NVIDIA CORPORATION | $653,505 | 0.53% | 3,747 | Added |
| 25 | GLD | SPDR GOLD TR | $635,969 | 0.52% | 1,478 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31