§ 13F · FUND PROFILE
FINANCIAL DISCOVERY GROUP INC.
AUM · $47M (13F)Positions · 21Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 136K | $14M | — | +12% |
| 2 | BOND | PIMCO ETF TR | 54K | $5M | — | −3% |
| 3 | XLP | SELECT SECTOR SPDR TR | 43K | $4M | — | ±0% |
| 4 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 124K | $3M | — | +7% |
| 5 | XLE | SELECT SECTOR SPDR TR | 59K | $3M | — | +26% |
| 6 | XLU | SELECT SECTOR SPDR TR | 69K | $3M | — | +5% |
| 7 | XLV | SELECT SECTOR SPDR TR | 19K | $3M | — | +4% |
| 8 | SHV | ISHARES TR | 22K | $2M | — | −4% |
| 9 | SPHD | INVESCO EXCH TRADED FD TR II | 34K | $2M | — | +51% |
| 10 | IWD | ISHARES TR | 7K | $2M | — | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
FINANCIAL DISCOVERY GROUP INC is a institutional fund managing $47 million in assets. The fund runs a focused portfolio of just 21 positions.
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