Demars Financial Group, LLC

All 13F Filings

Location
Spokane Valley, WA
Most recent 13F
Q2 2026
Holdings value ($000)
360,897
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 7/21/2026 113 360,897 13F-HR Demars Financial Group, LLC
Q1 2026 4/29/2026 103 303,729 13F-HR Demars Financial Group, LLC
Q4 2025 1/22/2026 89 298,802 13F-HR Demars Financial Group, LLC
Q3 2025 10/30/2025 94 288,648 13F-HR Demars Financial Group, LLC
Q2 2025 7/30/2025 85 260,351 13F-HR Demars Financial Group, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 133.2 K 36.9% 26.22 K 0 26.22 K
ETFs 184.7 K 51.2% 24.06 K 0 24.06 K
Debt 42.94 K 11.9% 6.894 K 0 6.894 K
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Fund Snapshot

Q2 2026
Latest filed
7/21/2026
Total value ($000)
360,897
Holdings
113
QoQ value change ($000)
57,168 (18.8%)
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.