Demars Financial Group, LLC Portfolio Holdings

Demars Financial Group, LLC

  • $289 Billion
  • Q3 2025

Demars Financial Group, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $289 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $44.8B, Invesco Exchange Traded Fd Tr with a value of $44.1B, Ishares Tr Fltg Rate Nt ETF with a value of $38.1B, Ishares S&P 100 ETF with a value of $33.3B, and Berkshire Hathaway Inc Class B with a value of $16.1B.

Examining the 13F form we can see an increase of $28.3B in the current position value, from $260B to 289B.

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

Portfolio value $289 Billion
ETFs: $198 Billion
Financial Services: $24.3 Billion
Technology: $22.9 Billion
Energy: $9.38 Billion
Industrials: $8.94 Billion
Consumer Cyclical: $4.79 Billion
Healthcare: $3.45 Billion
Communication Services: $3.19 Billion
Other: $6.41 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.02 Billion 1.04% of portfolio
82,212
Q3 2025 Reduced 7.05%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $289 Billion
  • Prior Value $260 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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