CSP Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$97,679
Net value change ($000)
—
New positions
20
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 7/27/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
DFAC 33,983 —
DFSV 9,295 —
DUHP 8,608 —
DFIC 8,266 —
DFGP 8,153 —
DGCB 5,175 —
DFAU 4,909 —
DFEM 3,129 —
DISV 2,803 —
DIHP 2,730 —
Top Reduces (Value $000, Stocks/ETFs)
—
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type