StockDriftsStockDriftsTop 21 Financial Discovery Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 29.29% | 136.5K | $13.7M | +12.47%(+15.13K) | $100.54(-0.04%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 10.64% | 54.1K | $5.0M | -3.31%(-1.85K) | $92.68(-2.27%) | 2026-06-30 | |
| XLP | SELECT SECTOR SPDR TR | 7.59% | 42.8K | $3.6M | -0.37%(-158) | $79.83(+6.26%) | 2026-06-30 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 6.88% | 124.4K | $3.2M | +6.77%(+7.89K) | $28.71(-6.42%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 6.71% | 59.3K | $3.1M | +25.86%(+12.18K) | $53.92(+11.83%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 6.68% | 69.1K | $3.1M | +5.47%(+3.58K) | $44.36(-2.21%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 6.26% | 18.5K | $2.9M | +4.16%(+739) | $150.73(+12.24%) | 2026-06-30 | |
| SHV | ISHARES TR | 5.16% | 21.9K | $2.4M | -4.24%(-971) | $110.27(-0.09%) | 2026-06-30 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 3.73% | 34.5K | $1.8M | +50.84%(+11.61K) | $49.24(+6.58%) | 2026-06-30 | |
| IWD | ISHARES TR | 3.7% | 7.2K | $1.7M | -3.96%(-295) | $212.00(+21.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.85% |
Financial Discovery Group INC reports $46.90M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (29.3%), BOND (10.6%) and XLP (7.6%). The top 20 holdings account for 99.56% of reported assets. Its disclosed equity book has returned +0.07% cumulatively over 1 quarter. 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.
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Holdings on this page are parsed from Financial Discovery Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1024431). View Financial Discovery Group INC’s 13F filings on SEC