Sloy Dahl & Holst, LLC

All 13F Filings

Location
Vancouver, WA
Most recent 13F
Q2 2026
Holdings value ($000)
810,548
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/13/2026 122 810,548 13F-HR Sloy Dahl & Holst, LLC
Q1 2026 5/13/2026 112 728,419 13F-HR Sloy Dahl & Holst, LLC
Q4 2025 2/4/2026 115 832,704 13F-HR Sloy Dahl & Holst, LLC
Q3 2025 10/14/2025 116 943,722 13F-HR Sloy Dahl & Holst, LLC
Q2 2025 7/30/2025 111 719,882 13F-HR Sloy Dahl & Holst, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 716.3 K 88.4% 68.99 K 0 68.99 K
ETFs 93.12 K 11.5% 13.14 K 0 13.14 K
Debt 1.154 K 0.1% 0 2 -2
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
810,548
Holdings
122
QoQ value change ($000)
82,129 (11.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.