Dynamic Financial Group Portfolio Holdings

Dynamic Financial Group

  • $115 Billion
  • Q3 2025

Dynamic Financial Group has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 66 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 $61.5B, Ishares Russell 1000 Gr ETF with a value of $6.4B, Deere & CO with a value of $4.73B, Verizon Communications Inc with a value of $3.72B, and Ishares Russell 1000 Val ETF with a value of $2.55B.

Examining the 13F form we can see an increase of $11.4B in the current position value, from $104B to 115B.

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 $115 Billion
ETFs: $90.4 Billion
Communication Services: $5.72 Billion
Industrials: $5.45 Billion
Financial Services: $3.52 Billion
Technology: $2.79 Billion
Consumer Cyclical: $1.85 Billion
Healthcare: $1.6 Billion
Real Estate: $782 Million
Other: $1.01 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61.5 Billion 53.42% of portfolio
611,051
Q3 2025 Added 13.58%
$0
$6.4 Billion 5.56% of portfolio
13,667
Q3 2025 Reduced 1.13%
$144B
$4.73 Billion 4.1% of portfolio
10,334
Q3 2025 Added 0.07%
$172B
$3.72 Billion 3.23% of portfolio
84,666
Q3 2025 Reduced 0.3%
$0
$2.55 Billion 2.21% of portfolio
12,524
Q3 2025 Added 3.02%
$0
$1.92 Billion 1.67% of portfolio
22,004
Q3 2025 Added 3.54%
$0
$1.93 Billion 1.67% of portfolio
214,755
Q3 2025 Added 39.89%
$0
$1.85 Billion 1.6% of portfolio
19,565
Q3 2025 Added 3.72%
$141B
$1.6 Billion 1.39% of portfolio
62,681
Q3 2025 Added 0.39%
$0
$1.52 Billion 1.32% of portfolio
13,384
Q3 2025 Reduced 1.06%
$4.3T
$1.42 Billion 1.23% of portfolio
5,583
Q3 2025 Reduced 1.1%
$0
$1.4 Billion 1.22% of portfolio
9,837
Q3 2025 Reduced 1.08%
$0
$1.3 Billion 1.13% of portfolio
6,228
Q3 2025 Added 2.45%
$662B
$1.07 Billion 0.93% of portfolio
2,123
Q3 2025 Reduced 6.89%
$4.04B
$782 Million 0.68% of portfolio
22,784
Q3 2025 Reduced 2.48%
$0
$777 Million 0.67% of portfolio
1,294
Q3 2025 Reduced 2.19%
$0
$736 Million 0.64% of portfolio
3,949
Q3 2025 Added 0.15%
$2.39T
$731 Million 0.63% of portfolio
3,328
Q2 2025 Added 3.32%
$465B
$693 Million 0.6% of portfolio
3,712
Q3 2025 Reduced 2.52%
$3.78T
$675 Million 0.59% of portfolio
1,303
Q2 2025 Added 1.32%
$1.65T
$683 Million 0.59% of portfolio
2,810
Q3 2025 Reduced 1.06%
Morgan Stanley ETF Trust
-
$670 Million 0.58% of portfolio
-
Q3 2025 Reduced 1.11%
$130B
$653 Million 0.57% of portfolio
1,838
Q3 2025 Reduced 0.54%
$0
$650 Million 0.56% of portfolio
5,385
Q3 2025 Added 0.04%
$0
$578 Million 0.5% of portfolio
11,376
Q3 2025 New
$0
$581 Million 0.5% of portfolio
5,811
Q3 2025 Added 2.25%
$65.3B
$572 Million 0.5% of portfolio
7,867
Q3 2025 Reduced 13.06%
$0
$573 Million 0.5% of portfolio
1,194
Q3 2025 Reduced 28.5%
$1.74T
$557 Million 0.48% of portfolio
2,285
Q4 2024 New
$20.1B
$557 Million 0.48% of portfolio
986
Q3 2025 Added 0.1%
$0
$530 Million 0.46% of portfolio
5,671
Q3 2025 Added 1.36%
$0
$496 Million 0.43% of portfolio
745
Q3 2025 Reduced 3.37%
$0
$478 Million 0.41% of portfolio
5,886
Q4 2024 New
$0
$477 Million 0.41% of portfolio
3,414
Q3 2025 Reduced 4.58%
$0
$453 Million 0.39% of portfolio
8,182
Q3 2025 Added 1.45%
$0
$451 Million 0.39% of portfolio
6,917
Q1 2025 Added 4.96%
$0
$432 Million 0.37% of portfolio
9,219
Q3 2025 Reduced 5.18%
$104B
$416 Million 0.36% of portfolio
6,295
Q3 2025 Reduced 1.89%
$328B
$417 Million 0.36% of portfolio
1,387
Q3 2025 Added 0.07%
$0
$402 Million 0.35% of portfolio
5,901
Q3 2025 Added 0.19%
$0
$360 Million 0.31% of portfolio
1,276
Q4 2024 New
Fidelity Covington Trust
-
$329 Million 0.29% of portfolio
-
Q3 2025 Added 0.21%
$1.29T
$338 Million 0.29% of portfolio
760
Q2 2025 New
$0
$338 Million 0.29% of portfolio
552
Q3 2025 Reduced 0.72%
$279B
$317 Million 0.28% of portfolio
3,075
Q3 2025 Added 0.03%
Linde PLC
-
$327 Million 0.28% of portfolio
-
Q4 2024 New
$37.5B
$307 Million 0.27% of portfolio
5,408
Q2 2025 Reduced 7.76%
$0
$286 Million 0.25% of portfolio
2,583
Q3 2025 Reduced 2.38%
$0
$288 Million 0.25% of portfolio
934
Q3 2025 Added 0.21%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $115 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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