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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.2 Billion 52.21% of portfolio
537,977
Q2 2025 Reduced 3.96%
$0
$5.87 Billion 5.66% of portfolio
13,823
Q2 2025 Reduced 2.81%
$155B
$5.25 Billion 5.06% of portfolio
10,327
Q2 2025 Reduced 0.4%
$181B
$3.67 Billion 3.54% of portfolio
84,925
Q2 2025 Added 0.11%
$0
$2.36 Billion 2.28% of portfolio
12,157
Q2 2025 Reduced 0.08%
$0
$1.77 Billion 1.71% of portfolio
21,252
Q2 2025 Reduced 0.91%
$0
$1.67 Billion 1.61% of portfolio
18,864
Q2 2025 Added 21.95%
$0
$1.52 Billion 1.46% of portfolio
13,528
Q2 2025 Reduced 3.73%
$142B
$1.51 Billion 1.46% of portfolio
62,439
Q2 2025 Added 3.09%
$0
$1.38 Billion 1.33% of portfolio
9,944
Q2 2025 Added 32.55%
$0
$1.33 Billion 1.29% of portfolio
153,522
Q2 2025 Added 47.53%
$0
$1.19 Billion 1.14% of portfolio
6,079
Q2 2025 Added 3.23%
$3.44T
$1.16 Billion 1.12% of portfolio
5,645
Q2 2025 Added 2.17%
$622B
$1.11 Billion 1.07% of portfolio
2,280
Q2 2025 Reduced 1.85%
$199B
$924 Million 0.89% of portfolio
31,934
Q2 2025 Reduced 1.65%
$4.06B
$818 Million 0.79% of portfolio
23,364
Q2 2025 Reduced 1.2%
$2.37T
$730 Million 0.7% of portfolio
3,328
Q2 2025 Added 3.32%
$0
$730 Million 0.7% of portfolio
1,323
Q2 2025 Added 32.7%
$0
$697 Million 0.67% of portfolio
3,943
Q2 2025 Added 70.84%
Morgan Stanley ETF Trust
-
$680 Million 0.66% of portfolio
-
Q2 2025 New
$3.81T
$648 Million 0.62% of portfolio
1,303
Q2 2025 Added 1.32%
$433B
$602 Million 0.58% of portfolio
3,808
Q2 2025 Added 2.7%
$0
$593 Million 0.57% of portfolio
5,383
Q2 2025 Added 11.36%
$107B
$563 Million 0.54% of portfolio
1,848
Q1 2025 Reduced 0.27%
$53.9B
$564 Million 0.54% of portfolio
9,049
Q2 2025 Reduced 0.14%
$0
$538 Million 0.52% of portfolio
5,683
Q2 2025 Added 12.29%
$0
$500 Million 0.48% of portfolio
5,595
Q2 2025 Added 17.44%
$19.6B
$503 Million 0.48% of portfolio
985
Q2 2025 Reduced 2.57%
$1.15T
$500 Million 0.48% of portfolio
2,840
Q2 2025 Added 0.71%
$0
$476 Million 0.46% of portfolio
771
Q2 2025 Added 50.59%
$0
$475 Million 0.46% of portfolio
5,886
Q4 2024 New
$0
$473 Million 0.46% of portfolio
3,578
Q2 2025 Reduced 0.11%
$0
$429 Million 0.41% of portfolio
6,917
Q1 2025 Added 4.96%
$0
$422 Million 0.41% of portfolio
8,065
Q2 2025 Reduced 1.73%
$0
$416 Million 0.4% of portfolio
9,723
Q2 2025 Added 6.68%
$1.18T
$405 Million 0.39% of portfolio
2,285
Q4 2024 New
$107B
$376 Million 0.36% of portfolio
6,416
Q2 2025 Reduced 1.16%
$0
$377 Million 0.36% of portfolio
5,890
Q2 2025 New
$293B
$357 Million 0.34% of portfolio
1,386
Q2 2025 Added 0.43%
Linde PLC
-
$323 Million 0.31% of portfolio
-
Q4 2024 New
$0
$323 Million 0.31% of portfolio
1,276
Q4 2024 New
Fidelity Covington Trust
-
$312 Million 0.3% of portfolio
-
Q2 2025 Added 2.67%
$0
$316 Million 0.3% of portfolio
556
Q2 2025 Added 21.93%
$262B
$301 Million 0.29% of portfolio
3,074
Q2 2025 Added 0.39%
$35.1B
$266 Million 0.26% of portfolio
5,408
Q2 2025 Reduced 7.76%
$73.8B
$272 Million 0.26% of portfolio
762
Q4 2024 New
$0
$266 Million 0.26% of portfolio
932
Q1 2025 Added 0.32%
$0
$273 Million 0.26% of portfolio
3,754
Q1 2025 Reduced 0.05%
$0
$263 Million 0.25% of portfolio
2,646
Q2 2025 Reduced 2.86%

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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