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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 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 3,328.0 $693K 0.57% $208.27 +25.1%
22 VTV VANGUARD INDEX FDS 3,352.0 $658K 0.54% $196.18 +5.5%
23 GOOG ALPHABET INC Communication Services 2,285.0 $655K 0.54% $286.86 +35.9%
24 NVDA NVIDIA CORPORATION Technology 3,747.0 $654K 0.53% +23.0 +0.6% $174.41 +27.5%
25 GLD SPDR GOLD TR Financial Services 1,478.0 $636K 0.52% -270.0 -15.4% $430.29 -4.2%
26 EVLN MORGAN STANLEY ETF TRUST 13,156.0 $634K 0.52% +96.0 +0.7% $48.18 +1.5%
27 EFA ISHARES TR 6,326.0 $614K 0.50% +125.0 +2.0% $97.13 +5.2%
28 IVW ISHARES TR 5,390.0 $610K 0.50% $113.11 +19.5%
29 IAU ISHARES GOLD TR Financial Services 6,701.0 $591K 0.48% -901.0 -11.8% $88.16 -4.2%
30 SPEM SPDR INDEX SHS FDS 12,501.0 $586K 0.48% +1K +12.6% $46.91 +7.8%
31 IUSV ISHARES TR 5,673.0 $580K 0.47% $102.24 +6.2%
32 PECO PHILLIPS EDISON & CO INC Real Estate 14,393.0 $539K 0.44% -8K -35.2% $37.42 +6.0%
33 IJH ISHARES TR 7,961.0 $538K 0.44% +1K +15.1% $67.53 +5.6%
34 SPYV SPDR SERIES TRUST 9,339.0 $528K 0.43% +738.0 +8.6% $56.58 +6.2%
35 MSFT MICROSOFT CORP Technology 1,381.0 $511K 0.42% +78.0 +6.0% $370.12 +11.7%
36 SPY STATE STR SPDR S&P 500 ETF T Financial Services 744.0 $484K 0.40% +17.0 +2.3% $650.44 +13.1%
37 MO ALTRIA GROUP INC Consumer Defensive 7,125.0 $470K 0.39% $65.99 +12.4%
38 HYG ISHARES TR 5,886.0 $468K 0.38% $79.56 -0.1%
39 DGRO ISHARES TR 5,924.0 $416K 0.34% $70.17 +4.6%
40 XOM EXXON MOBIL CORP Energy 2,426.0 $412K 0.34% $169.67 -3.8%
Page 2 of 4  ·  69 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%