Dynamic Financial Group
All 13F Filings
- Location
- Cedar Falls, IA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 122,285
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 69 | 122,285 | 13F-HR | Dynamic Financial Group |
| Q4 2025 | 1/26/2026 | 69 | 117,219 | 13F-HR | Dynamic Financial Group |
| Q3 2025 | 10/28/2025 | 66 | 115,179 | 13F-HR | Dynamic Financial Group |
| Q2 2025 | 7/25/2025 | 61 | 103,754 | 13F-HR | Dynamic Financial Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 47.87 K | 39.1% | 0 | 49.26 K | -49.26 K |
| ETFs | 74.41 K | 60.9% | 54.33 K | 0 | 54.33 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
122,285
Holdings
69
QoQ value change ($000)
5,066
(4.3%)
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.