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Portfolio (Quarterly) Guide ↗

Dynamic Financial Group

· CIK 0002061178
13F Portfolio $122M AUM 69 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 24 Added 12 Reduced 3 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GCOW PACER FDS TR 6,381.0 $295K 0.24% +87.0 +1.4% $46.24 +0.9%
22 EEM ISHARES TR 4,866.0 $276K 0.23% +781.0 +19.1% $56.79 +13.5%
23 JPIE J P MORGAN EXCHANGE TRADED F 5,647.0 $260K 0.21% +32.0 +0.6% $46.07 -0.6%
24 VOO VANGUARD INDEX FDS 346.0 $207K 0.17% +13.0 +3.9% $597.99 +13.1%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 25.3%
Industrials 21.6%
Financial Services 21.0%
Technology 9.7%
Healthcare 7.3%
Consumer Cyclical 6.2%
Consumer Defensive 3.2%
Real Estate 2.0%
Energy 1.6%
Basic Materials 1.3%