StockDriftsStockDriftsTop 50 Dynamic Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 30.76% | 404.6K | $40.7M | -7.18%(-31.29K) | $100.54(-0.04%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 16.31% | 427.7K | $21.6M | +4.87%(+19.88K) | $50.64(-0.13%) | 2026-06-30 | |
| DE | DEERE & CO | 8.81% | 18.4K | $11.7M | +106.25%(+9.47K) | $510.68(+20.97%) | 2026-06-30 | |
| IWF | ISHARES TR | 5.36% | 57.1K | $7.1M | +1.11%(+628) | $99.00(+26.56%) | 2026-06-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.7% | 84.3K | $3.6M | -3.20%(-2.78K) | $42.45(+11.04%) | 2026-06-30 | |
| IWD | ISHARES TR | 2.29% | 12.5K | $3.0M | +4.59%(+548) | $189.47(+36.41%) | 2026-06-30 | |
| SLYG | SPDR SERIES TRUST | 2.03% | 22.5K | $2.7M | +1.00%(+222) | $90.52(+30.36%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.97% | 27.1K | $2.6M | +3.10%(+814) | $77.50(+30.38%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 1.9% | 21.5K | $2.5M | +13.21%(+2.51K) | $115.10(+2.32%) | 2026-06-30 | |
| IWP | ISHARES TR | 1.26% | 11.4K | $1.7M | +6.57%(+703) | $124.99(+15.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.07% |
Dynamic Financial Group reports $132.40M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (30.8%), JAAA (16.3%) and DE (8.8%). The top 20 holdings account for 82.65% of reported assets. Its disclosed equity book has returned +7.72% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Dynamic Financial Group, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Dynamic Financial Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2061178). View Dynamic Financial Group’s 13F filings on SEC