§ 13F · FUND PROFILE
Dynamic Financial Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $115M (13F)Positions · 66Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$630K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 436K | $44M | 35.9% | −1% |
| 2 | JAAA | JANUS DETROIT STR TR | 408K | $21M | 16.8% | +18% |
| 3 | IWF | ISHARES TR | 14K | $6M | 4.9% | +1% |
| 4 | DE | DEERE & CO | 9K | $5M | 4.1% | −15% |
| 5 | VZ | VERIZON COMMUNICATIONS INC | 87K | $4M | 3.6% | ±0% |
| 6 | IWD | ISHARES TR | 12K | $3M | 2.1% | ±0% |
| 7 | NUV | NUVEEN MUN VALUE FD INC | 268K | $2M | 2.0% | ±0% |
| 8 | IEFA | ISHARES TR | 26K | $2M | 1.9% | +19% |
| 9 | BOXX | EA SERIES TRUST | 19K | $2M | 1.8% | +53% |
| 10 | SLYG | SPDR SERIES TRUST | 22K | $2M | 1.8% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DYNAMIC SIGNAL
AC read
Dynamic Financial Group is a Other fund managing $115 million in assets. The fund runs a portfolio of 66 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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