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.
PAX Financial Group, LLC (CIK 1803673) reported $586.2M across 197 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($40.3M, 6.88%), IVE ($30.6M, 5.22%), IUSB ($25.6M, 4.36%), IVW ($25.4M, 4.33%), DYNF ($25.0M, 4.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $40.3M | 6.88% | 61,703 | Added |
| 2 | IVE | ISHARES TR | $30.6M | 5.22% | 144,883 | Added |
| 3 | IUSB | ISHARES TR | $25.6M | 4.36% | 553,788 | Added |
| 4 | IVW | ISHARES TR | $25.4M | 4.33% | 224,526 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $25.0M | 4.27% | 430,151 | Trimmed |
| 6 | IEMG | ISHARES INC | $23.1M | 3.93% | 330,707 | Added |
| 7 | EFV | ISHARES TR | $21.3M | 3.63% | 286,610 | Added |
| 8 | WWJD | NORTHERN LTS FD TR IV | $16.9M | 2.88% | 451,484 | Added |
| 9 | BOND | PIMCO ETF TR | $13.1M | 2.23% | 141,683 | Added |
| 10 | QUAL | ISHARES TR | $12.5M | 2.13% | 65,003 | Added |
| 11 | EFG | ISHARES TR | $12.3M | 2.10% | 110,422 | New |
| 12 | BAI | BLACKROCK ETF TRUST | $11.7M | 2.00% | 356,430 | Added |
| 13 | THRO | BLACKROCK ETF TRUST | $11.1M | 1.89% | 305,939 | Added |
| 14 | MTUM | ISHARES TR | $11.0M | 1.88% | 46,025 | Added |
| 15 | TLH | ISHARES TR | $9.0M | 1.54% | 89,763 | Added |
| 16 | SPLG | SPDR SERIES TRUST | $9.0M | 1.53% | 117,505 | Added |
| 17 | IDEF | BLACKROCK ETF TRUST | $8.2M | 1.41% | 251,872 | New |
| 18 | IBD | NORTHERN LTS FD TR IV | $8.2M | 1.40% | 343,996 | Added |
| 19 | ISMD | NORTHERN LTS FD TR IV | $8.0M | 1.36% | 199,934 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $7.9M | 1.36% | 123,984 | Trimmed |
| 21 | BLCR | BLACKROCK ETF TRUST | $8.0M | 1.36% | 194,419 | New |
| 22 | PYLD | PIMCO ETF TR | $7.9M | 1.35% | 302,122 | Added |
| 23 | MBB | ISHARES TR | $7.8M | 1.34% | 82,444 | Added |
| 24 | GOVT | ISHARES TR | $7.4M | 1.26% | 322,741 | Added |
| 25 | IAGG | ISHARES TR | $7.2M | 1.23% | 144,391 | Added |
Source: SEC Form 13F filings · as of 2026-03-31