Dynamic Financial Group Portfolio Holdings

Dynamic Financial Group

  • $117 Billion
  • Q4 2025

Dynamic Financial Group has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 69 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 $44B, Janus Detroit Str Tr Janus Hen with a value of $17.5B, Ishares Russell 1000 Gr ETF with a value of $6.6B, Deere & CO with a value of $4.89B, and Verizon Communications Inc with a value of $3.56B.

Examining the 13F form we can see an increase of $2.04B in the current position value, from $115B to 117B.

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 $117 Billion
ETFs: $90.5 Billion
Communication Services: $5.8 Billion
Industrials: $5.69 Billion
Financial Services: $3.9 Billion
Technology: $2.82 Billion
Consumer Cyclical: $1.75 Billion
Healthcare: $1.74 Billion
Real Estate: $791 Million
Other: $1.04 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.4B
$269 Million 0.23% of portfolio
762
Q4 2024 New
$0
$259 Million 0.22% of portfolio
6,294
Q4 2025 Added 2.16%
$533B
$255 Million 0.22% of portfolio
727
Q4 2024 New
$0
$260 Million 0.22% of portfolio
5,615
Q3 2025 Reduced 1.3%
$0
$249 Million 0.21% of portfolio
1,730
Q4 2025 Added 35.58%
$0
$249 Million 0.21% of portfolio
4,306
Q4 2025 Added 0.42%
$0
$233 Million 0.2% of portfolio
5,607
Q4 2025 Added 10.83%
$0
$229 Million 0.2% of portfolio
758
Q4 2025 Added 0.13%
$0
$223 Million 0.19% of portfolio
4,085
Q4 2025 Added 6.44%
$0
$217 Million 0.19% of portfolio
672
Q3 2025 New
$224B
$227 Million 0.19% of portfolio
742
Q3 2025 Reduced 1.33%
$0
$209 Million 0.18% of portfolio
333
Q4 2025 Reduced 39.67%
$0
$215 Million 0.18% of portfolio
3,204
Q4 2025 New
$0
$206 Million 0.18% of portfolio
6,002
Q4 2025 Reduced 7.52%
$971B
$213 Million 0.18% of portfolio
198
Q4 2025 New
$1.29T
$207 Million 0.18% of portfolio
460
Q4 2025 Reduced 39.47%
$0
$202 Million 0.17% of portfolio
1,538
Q4 2025 New
Ge Vernova Inc
-
$202 Million 0.17% of portfolio
-
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $117 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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