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Dala Group

Latest statistics and disclosures from Dala Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002129058

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Positions held by Dala Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Dala Group

Dala Group holds 73 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	12.6	$15M	104k	144.99	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	10.2	$12M	246k	49.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	9.9	$12M	55k	215.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	9.8	$12M	41k	287.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.3	$5.1M	8.5k	597.54	View chart
Ishares Tr Ishares Semicdtr (SOXX)	4.1	$4.9M	15k	328.50	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	4.0	$4.8M	77k	62.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.6	$3.1M	4.7k	650.36	View chart
MercadoLibre (MELI)	2.5	$3.0M	1.7k	1760.06	View chart
Apple (AAPL)	2.3	$2.7M	11k	253.91	View chart
JPMorgan Chase & Co. (JPM)	2.0	$2.4M	8.2k	294.29	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	1.8	$2.1M	13k	158.51	View chart
Schwab U.s. Dividend Equity Etf Us Dividend Eq (SCHD)	1.7	$2.0M	66k	30.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$1.9M	6.7k	287.32	View chart
Home Depot (HD)	1.6	$1.9M	5.7k	329.11	View chart
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL)	1.5	$1.8M	17k	106.01	View chart
Microsoft Corporation (MSFT)	1.5	$1.8M	4.8k	371.61	View chart
Amazon (AMZN)	1.5	$1.8M	8.4k	208.50	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$1.6M	5.7k	287.27	View chart
Nextera Energy (NEE)	1.3	$1.5M	16k	92.84	View chart
NVIDIA Corporation (NVDA)	1.3	$1.5M	8.6k	174.93	View chart
Axon Enterprise (AXON)	1.1	$1.3M	3.1k	427.11	View chart
Owens Corning (OC)	1.0	$1.2M	11k	108.29	View chart
UnitedHealth (UNH)	0.9	$1.1M	4.0k	271.31	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.9	$1.1M	31k	34.55	View chart
Trane Technologies SHS (TT)	0.9	$1.0M	2.5k	416.74	View chart
Vanguard Small-cap Index Fund Etf Shares Small Cp Etf (VB)	0.8	$951k	3.6k	261.91	View chart
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)	0.7	$879k	8.0k	110.47	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$846k	8.5k	99.28	View chart
Markel Corporation (MKL)	0.7	$825k	430.00	1918.45	View chart
Caterpillar (CAT)	0.6	$735k	1.0k	705.12	View chart
Ishares Msci Eafe Small-cap Etf Eafe Sml Cp Etf (SCZ)	0.6	$706k	9.0k	78.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$703k	2.3k	302.24	View chart
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	0.5	$582k	1.4k	426.40	View chart
Motley Fool 100 Index Etf Motley Fol Etf (TMFC)	0.5	$575k	8.7k	65.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$563k	2.6k	216.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$514k	5.8k	88.70	View chart
Johnson & Johnson (JNJ)	0.4	$480k	2.0k	243.93	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.4	$464k	8.0k	57.98	View chart
Mastercard Inc Class Class A Cl A (MA)	0.4	$460k	920.00	499.80	View chart
Vanguard Total World Stock Index Fund Etf Shares Tt Wrld St Etf (VT)	0.4	$443k	3.2k	138.32	View chart
Waste Management (WM)	0.3	$417k	1.8k	229.73	View chart
Cisco Systems (CSCO)	0.3	$406k	5.2k	77.56	View chart
Exxon Mobil Corporation (XOM)	0.3	$400k	2.4k	169.66	View chart
Charles Schwab Corporation (SCHW)	0.3	$379k	4.0k	94.28	View chart
Wisdomtree India Earnings Fund India Erngs Fd (EPI)	0.3	$378k	9.3k	40.80	View chart
Visa Inc Class Class A Com Cl A (V)	0.3	$376k	1.2k	302.20	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.3	$353k	1.4k	248.00	View chart
Honeywell International (HON)	0.3	$345k	1.5k	225.09	View chart
Meta Platforms Cl A (META)	0.3	$331k	576.00	574.92	View chart
Digital Realty Trust (DLR)	0.3	$327k	1.8k	180.21	View chart
Ishares International Equity Factor Etf Intl Eqty Factor (INTF)	0.3	$319k	8.2k	38.96	View chart
Ishares Msci Eafe Value Etf Eafe Value Etf (EFV)	0.3	$318k	4.3k	74.35	View chart
Woodward Governor Company (WWD)	0.3	$317k	885.00	357.92	View chart
Wal-Mart Stores (WMT)	0.2	$298k	2.4k	123.22	View chart
Abbvie (ABBV)	0.2	$297k	1.4k	217.59	View chart
Tesla Motors (TSLA)	0.2	$295k	793.00	372.34	View chart
Northrop Grumman Corporation (NOC)	0.2	$285k	418.00	682.24	View chart
Wec Energy Group (WEC)	0.2	$278k	2.4k	115.77	View chart
Ishares Msci Emerging Markets Ex China Etf Msci Emrg Chn (EMXC)	0.2	$274k	3.5k	78.66	View chart
Goldman Sachs Activebeta International Equity Etf Activebeta Int (GSIE)	0.2	$269k	6.2k	43.13	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.2	$268k	1.8k	151.39	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Van Ftse Dev Mkt (VEA)	0.2	$268k	4.2k	64.08	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	0.2	$265k	3.9k	67.53	View chart
Lockheed Martin Corporation (LMT)	0.2	$260k	430.00	603.59	View chart
Berkshire Hathaway Class B Cl B New (BRK.B)	0.2	$259k	540.00	479.29	View chart
Spotify Technology S A F SHS (SPOT)	0.2	$247k	509.00	484.91	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$233k	1.8k	127.29	View chart
Advanced Micro Devices (AMD)	0.2	$233k	1.1k	205.54	View chart
Broadcom (AVGO)	0.2	$215k	695.00	309.39	View chart
Linde Plc F SHS (LIN)	0.2	$214k	432.00	495.91	View chart
Deere & Company (DE)	0.2	$209k	388.00	539.42	View chart
Rollins (ROL)	0.2	$201k	3.8k	53.40	View chart

Past Filings by Dala Group

SEC 13F filings are viewable for Dala Group going back to 2026

Dala Group 2026 Q1 filed June 1, 2026

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