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.
Mendota Financial Group, LLC (CIK 1964538) reported $135.0M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($17.4M, 12.92%), DFAI ($14.4M, 10.70%), DFAS ($11.9M, 8.80%), IGIB ($11.1M, 8.23%), IVV ($8.7M, 6.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $17.4M | 12.92% | 246,019 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $14.4M | 10.70% | 370,852 | Trimmed |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $11.9M | 8.80% | 166,919 | Added |
| 4 | IGIB | ISHARES TR | $11.1M | 8.23% | 208,680 | Added |
| 5 | IVV | ISHARES TR | $8.7M | 6.47% | 13,367 | Added |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | $8.7M | 6.42% | 184,579 | Added |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $7.9M | 5.83% | 41,005 | Trimmed |
| 8 | IGSB | ISHARES TR | $7.4M | 5.46% | 140,197 | Added |
| 9 | AVLC | AMERICAN CENTY ETF TR | $7.2M | 5.32% | 92,625 | Added |
| 10 | CGIE | CAPITAL GROUP INTERNATIONAL | $6.3M | 4.66% | 185,885 | Trimmed |
| 11 | AVMC | AMERICAN CENTY ETF TR | $4.9M | 3.67% | 68,505 | Added |
| 12 | VCRB | VANGUARD MALVERN FDS | $4.3M | 3.18% | 55,445 | Added |
| 13 | AVSC | AMERICAN CENTY ETF TR | $3.5M | 2.63% | 56,954 | Added |
| 14 | AVDE | AMERICAN CENTY ETF TR | $2.9M | 2.14% | 33,996 | Added |
| 15 | SCHR | SCHWAB STRATEGIC TR | $2.5M | 1.87% | 101,382 | Added |
| 16 | AVLV | AMERICAN CENTY ETF TR | $2.5M | 1.86% | 31,062 | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.60% | 4,518 | Trimmed |
| 18 | STIP | ISHARES TR | $1.9M | 1.41% | 18,389 | Added |
| 19 | SCHO | SCHWAB STRATEGIC TR | $1.5M | 1.12% | 62,228 | Trimmed |
| 20 | IBDT | ISHARES TR | $921,063 | 0.68% | 36,363 | Added |
| 21 | IBDU | ISHARES TR | $920,890 | 0.68% | 39,591 | Added |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $923,309 | 0.68% | 18,244 | Added |
| 23 | L | LOEWS CORP | $805,887 | 0.60% | 7,550 | Trimmed |
| 24 | IBTJ | ISHARES TR | $688,193 | 0.51% | 31,506 | Added |
| 25 | IBTI | ISHARES TR | $688,737 | 0.51% | 30,909 | Added |
Source: SEC Form 13F filings · as of 2026-03-31