Mendota Financial Group, LLC Portfolio Holdings

Mendota Financial Group, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $14B, Dimensional ETF Tr with a value of $11.7B, Invesco S&P 500 Equal Weight E with a value of $11.1B, Ishares Trust Ishares 5 10 Yea with a value of $10.1B, and Dimensional ETF Tr U S Small C with a value of $9.19B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $92.2B to 106B.

Mendota Financial Group, LLC is based out at Madison, WI

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