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 $161.4M across 33 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFUS ($22.6M, 14.03%), DFAI ($15.4M, 9.57%), DFAS ($15.1M, 9.38%), IGIB ($12.2M, 7.59%), IVV ($9.9M, 6.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $22.6M | 14.03% | 276,311 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $15.4M | 9.57% | 374,198 | Added |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $15.1M | 9.38% | 183,808 | Added |
| 4 | IGIB | ISHARES TR | $12.2M | 7.59% | 230,266 | Added |
| 5 | IVV | ISHARES TR | $9.9M | 6.12% | 13,196 | Trimmed |
| 6 | AVLC | AMERICAN CENTY ETF TR | $9.8M | 6.07% | 108,849 | Added |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | $9.5M | 5.91% | 203,848 | Added |
| 8 | VCRB | VANGUARD MALVERN FDS | $8.4M | 5.20% | 108,705 | Added |
| 9 | IGSB | ISHARES TR | $7.7M | 4.75% | 146,166 | Added |
| 10 | AVMC | AMERICAN CENTY ETF TR | $7.1M | 4.42% | 88,914 | Added |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $6.9M | 4.25% | 32,260 | Trimmed |
| 12 | CGIE | CAPITAL GROUP INTERNATIONAL | $6.7M | 4.14% | 181,524 | Trimmed |
| 13 | AVSC | AMERICAN CENTY ETF TR | $5.1M | 3.17% | 69,707 | Added |
| 14 | AVLV | AMERICAN CENTY ETF TR | $4.1M | 2.54% | 44,852 | Added |
| 15 | AVDE | AMERICAN CENTY ETF TR | $4.1M | 2.54% | 45,946 | Added |
| 16 | SCHR | SCHWAB STRATEGIC TR | $2.8M | 1.76% | 115,172 | Added |
| 17 | STIP | ISHARES TR | $2.2M | 1.34% | 21,191 | Added |
| 18 | IBDT | ISHARES TR | $1.4M | 0.89% | 56,645 | Added |
| 19 | IBDU | ISHARES TR | $1.4M | 0.89% | 61,670 | Added |
| 20 | SCHO | SCHWAB STRATEGIC TR | $1.4M | 0.86% | 57,344 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.83% | 2,661 | Trimmed |
| 22 | PHYL | PGIM ETF TR | $977,213 | 0.61% | 28,016 | Added |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | $932,081 | 0.58% | 18,431 | Added |
| 24 | IBTI | ISHARES TR | $690,731 | 0.43% | 31,198 | Added |
| 25 | IBTJ | ISHARES TR | $688,615 | 0.43% | 31,807 | Added |
Source: SEC Form 13F filings · as of 2026-06-30