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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLV ISHARES SILVER TR Financial Services 3,279.0 $223K 0.18% NEW $68.14 -1.8%
62 V VISA INC Financial Services 727.0 $220K 0.18% $302.24 +10.1%
63 GEV GE VERNOVA INC Utilities 248.0 $216K 0.18% -61.0 -19.7% $872.90 +16.0%
64 SVAL ISHARES TR 6,005.0 $216K 0.18% $35.94 +7.8%
65 IWO ISHARES TR 672.0 $211K 0.17% $313.96 +12.5%
66 VOO VANGUARD INDEX FDS 346.0 $207K 0.17% +13.0 +3.9% $597.99 +12.8%
67 XLE SELECT SECTOR SPDR TR 3,370.0 $206K 0.17% NEW $61.26 +0.0%
68 IJJ ISHARES TR 1,538.0 $204K 0.17% $132.50 +3.7%
69 FELV FIDELITY COVINGTON TRUST 5,731.0 $200K 0.16% NEW $34.91 +9.4%
Page 4 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%