Premier Financial Group Portfolio Holdings

Premier Financial Group

  • $374 Billion
  • Q3 2025

Premier Financial Group has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $374 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Small C with a value of $79B, Dimensional ETF Tr U S Target with a value of $67.6B, Dimensionl Us Large Cap Value ETF with a value of $37B, Dimensional ETF Tr with a value of $35.2B, and Dimensional ETF Tr Dimensional with a value of $29.9B.

Examining the 13F form we can see an increase of $14.5B in the current position value, from $360B to 374B.

Premier Financial Group is based out at Eureka, CA

Below you can find more details about Premier Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $374 Billion
ETFs: $332 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $374 Billion
  • Prior Value $360 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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