Fund HoldingsDynamic Financial Group

Total Portfolio Value
$132.40M
Total Bought
$55.60M
Total Sold
$3.64M
Net Transaction
+$51.96M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR6,005404,566+398,56121640,72830.76%+40,512
DEERE & CO(DE)8,91618,389+9,4735,02211,6658.81%+6,642
ISHARES TR14,12957,144+43,0156,0257,0965.36%+1,071
JANUS DETROIT STR TR
HENDRSON AAA CL
407,794427,670+19,87620,54121,59316.31%+1,052
SPDR SERIES TRUST
ST STR SP600GRWO
22,30422,526+2222,1552,6842.03%+529
ISHARES TR11,95212,500+5482,5543,0302.29%+477
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
04,614+4,61403600.27%+360
JANUS DETROIT STR TR
HENDERSON AA A
06,408+6,40803210.24%+321
EA SERIES TRUST
ALPHA ARCH 1-3
18,99721,507+2,5102,2092,5181.90%+309
ISHARES TR10,69411,397+7031,3701,6691.26%+299
ISHARES TR0842+84202530.19%+253
ELI LILLY & CO(LLY)0198+19802380.18%+238
ISHARES TR
CORE MSCI EAFE
26,25327,067+8142,3772,6141.97%+237
UNITEDHEALTH GROUP INC(UNH)0560+56002330.18%+233
VANGUARD INDEX FDS0608+60802250.17%+225
M & T BK CORP(MTB)0933+93302220.17%+222
ISHARES TR02,726+2,72602090.16%+209
KIMBERLY-CLARK CORP(KMB)01,890+1,89002080.16%+208
ROCKET COS INC(RKT)012,505+12,50501970.15%+197
APPLE INC(AAPL)5,4835,486+31,3911,5871.20%+196
ALPHABET INC(GOOG)2,6712,664-77689520.72%+184
INVESCO QQQ TR1,2621,222-407289000.68%+172
VANGUARD INDEX FDS6,4796,464-151,4081,5711.19%+163
ALPHABET INC(GOOG)2,2852,28506558070.61%+152
DELTA AIR LINES INC(DAL)5,4085,40803605070.38%+147
ISHARES TR5,3905,392+26107420.56%+132
SPDR SERIES TRUST
ST STR P500VAL
9,33910,674+1,3355286490.49%+120
GE AEROSPACE(GE)1,1431,176+333244400.33%+115
ISHARES TR5,6736,310+6375806950.52%+115
AMAZON COM INC(AMZN)3,3283,344+166937970.60%+104
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,7301,73002303300.25%+100
NVIDIA CORPORATION(NVDA)3,7473,761+146547530.57%+99
VANGUARD INDEX FDS3,3523,448+966587520.57%+94
ISHARES TR6,3266,805+4796147070.53%+92
GE VERNOVA INC(GEV)248262+142163080.23%+91
ISHARES TR2,5812,775+1943764570.35%+81
CASEYS GEN STORES INC(CASY)9881,005+177197990.60%+80
ISHARES TR
INTERNATIONAL SL
8,1189,570+1,4523394140.31%+75
SPDR INDEX SHS FDS
ST PORT MARK ETF
12,50112,752+2515866600.50%+74
STATE STR SPDR S&P 500 ETF T(SPY)744745+14845560.42%+72
VANGUARD INDEX FDS8024,811+4,0093504140.31%+64
ISHARES TR2,6452,747+1023133750.28%+62
PHILLIPS EDISON & CO INC(PECO)14,39314,39305395990.45%+60
ISHARES TR4,8664,853-132763320.25%+56
ISHARES TR67267202112650.20%+54
ISHARES INC
CORE MSCI EMKT
4,3624,272-903043540.27%+50
VANGUARD INDEX FDS75875802292770.21%+48
ALTRIA GROUP INC(MO)7,1257,146+214705140.39%+44
VANGUARD INDEX FDS940943+32813240.24%+43
FIDELITY COVINGTON TRUST
ENH MID COR ETF
8,9218,959+383213640.27%+43
BERKSHIRE HATHAWAY INC DEL1,8521,85208889270.70%+39
SPDR SERIES TRUST
ST STR P400MID
4,3074,309+22552910.22%+36
VANGUARD INDEX FDS346353+72072430.18%+36
ISHARES TR6,0056,009+42162510.19%+35
ISHARES TR
CORE DIV GRWTH
5,9245,932+84164500.34%+34
VISA INC(V)72772702202490.19%+30
FIDELITY COVINGTON TRUST
ENHANCED LARGE
5,7315,627-1042002260.17%+26
ISHARES TR1,5381,53802042270.17%+23
ISHARES TR7,9617,271-6905385610.42%+23
MORGAN STANLEY ETF TRUST
EATON VANCE FLTG
13,15613,524+3686346560.50%+22
MICROSOFT CORP(MSFT)1,3811,418+375115290.40%+18
LINDE PLC(LIN)68868803413570.27%+16
ISHARES TR3,5773,57702802940.22%+14
AON PLC(AON)76276202462530.19%+7
ISHARES TR13,70112,303-1,3981,5261,5311.16%+5
ISHARES TR5,8865,88604684710.36%+2
PACER FDS TR
GLOBL CASH ETF
6,3816,818+4372952950.22%0
J P MORGAN EXCHANGE TRADED F
INCOME ETF
5,6475,64702602600.20%-0
WALMART INC(WMT)3,0063,008+23743410.26%-33
EXXON MOBIL CORP2,4262,42604123320.25%-80
ISHARES GOLD TR(IAU)6,7016,686-155915050.38%-86
SPDR GOLD TR(GLD)1,4781,47806365440.41%-92
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,3700-3,3702060-206
ISHARES SILVER TR(SLV)3,2790-3,2792230-223
MCDONALDS CORP(MCD)7420-7422310-231
AT&T INC(T)29,94429,349-5958686080.46%-261
PFIZER INC(PFE)68,13268,055-771,9131,6391.24%-274
VERIZON COMMUNICATIONS INC(VZ)87,08284,299-2,7834,3723,5692.70%-802
NUVEEN MUN VALUE FD INC(NUV)268,377166,319-102,0582,4131,5331.16%-879
Page 1 of 1