Dynamic Financial Group
All 13F Filings
- Location
- Cedar Falls, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 117,219
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 97.13 K | 82.9% | 1.928 K | 0 | 1.928 K |
| ETFs | 20.09 K | 17.1% | 108 | 0 | 108 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
117,219
Holdings
69
QoQ value change ($000)
2,040
(1.8%)
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.