Dynamic Financial Group Portfolio Holdings

Dynamic Financial Group

  • $104 Billion
  • Q2 2025

Dynamic Financial Group has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $54.2B, Ishares Russell 1000 Gr ETF with a value of $5.87B, Deere & CO with a value of $5.25B, Verizon Communications Inc with a value of $3.67B, and Ishares Russell 1000 Val ETF with a value of $2.36B.

Examining the 13F form we can see an increase of $3.9B in the current position value, from $99.9B to 104B.

Dynamic Financial Group is based out at Cedar Falls, IA

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

Portfolio value $104 Billion
ETFs: $80.2 Billion
Industrials: $5.87 Billion
Communication Services: $5.5 Billion
Financial Services: $2.97 Billion
Technology: $2.41 Billion
Consumer Cyclical: $1.69 Billion
Healthcare: $1.51 Billion
Real Estate: $818 Million
Other: $936 Million

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 61
  • Current Value $104 Billion
  • Prior Value $99.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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