Dynamic Financial Group

Q1 2026 13F-HR Holdings

Location
Cedar Falls, IA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$122,285
Net value change ($000)
+5,066 (4.3%)
New positions
3
Sold out positions
3
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JAAA 3,075 17.6%
VZ 816 22.9%
BOXX 778 54.4%
IEFA 406 20.6%
PFE 390 25.6%
SLYG 233 12.1%
SLV 223 NEW
XLE 206 NEW
T 205 30.9%
FELV 200 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWF -575 -8.7%
PECO -252 -31.9%
LLY -213 -100.0%
TSLA -207 -100.0%
VTI -204 -100.0%
SGOV -141 -0.3%
MSFT -119 -18.9%
GE -103 -24.1%
AAPL -100 -6.7%
GOOGL -92 -10.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type