Financial Discovery Group

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

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

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Portfolio Holdings for Financial Discovery Group

Financial Discovery Group holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV) 28.5 $12M 121k 100.66
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Pimco Etf Tr Active Bd Etf (BOND) 12.1 $5.2M 56k 92.28
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Select Sector Spdr Tr State Street Con (XLP) 8.2 $3.5M 43k 81.98
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Simplify Exchange Traded Fun Managed Futures (CTA) 8.2 $3.5M 117k 30.22
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Select Sector Spdr Tr State Street Uti (XLU) 7.0 $3.0M 66k 45.89
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Select Sector Spdr Tr State Street Ene (XLE) 6.7 $2.9M 47k 61.26
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Select Sector Spdr Tr State Street Hea (XLV) 6.1 $2.6M 18k 146.61
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Ishares Tr Trust Ishare 0-1 (SHV) 5.9 $2.5M 23k 110.39
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Ishares Tr Msci Eafe Etf (EFA) 3.8 $1.6M 17k 97.13
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Ishares Tr Rus 1000 Val Etf (IWD) 3.7 $1.6M 7.4k 213.67
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 2.6 $1.1M 23k 49.61
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.9 $821k 1.3k 650.34
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.7 $724k 14k 52.19
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Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $713k 2.2k 320.78
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $415k 6.5k 64.08
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Vanguard Index Fds Small Cp Etf (VB) 0.8 $344k 1.3k 261.94
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Past Filings by Financial Discovery Group

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