Mendota Financial Group, LLC Portfolio Holdings

Mendota Financial Group, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 100 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 $17.8B, Dimensional ETF Tr with a value of $14.2B, Dimensional ETF Tr U S Small C with a value of $11.6B, Ishares Trust Ishares 5 10 Yea with a value of $11.2B, and Invesco S&P 500 Equal Weight E with a value of $9.39B.

Examining the 13F form we can see an increase of $3.49B in the current position value, from $134B to 137B.

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.