§ 13F · FUND PROFILE
Dynamic Financial Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $103.8T (13F)Positions · 61Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 438K | $44.0T | 37.5% | −28% |
| 2 | JAAA | JANUS DETROIT STR TR | 345K | $17.5T | 14.9% | — |
| 3 | IWF | ISHARES TR | 14K | $6.6T | 5.6% | +2% |
| 4 | DE | DEERE & CO | 10K | $4.9T | 4.2% | +2% |
| 5 | VZ | VERIZON COMMUNICATIONS INC | 87K | $3.6T | 3.0% | +3% |
| 6 | IWD | ISHARES TR | 12K | $2.5T | 2.1% | −5% |
| 7 | NUV | NUVEEN MUN VALUE FD INC | 268K | $2.4T | 2.1% | +25% |
| 8 | IEFA | ISHARES TR | 22K | $2.0T | 1.7% | ±0% |
| 9 | SLYG | SPDR SERIES TRUST | 20K | $1.9T | 1.6% | +4% |
| 10 | EFG | ISHARES TR | 14K | $1.6T | 1.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DYNAMIC SIGNAL
AC read
Dynamic Financial Group is a Other fund managing $103753.7 trillion in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed