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Premier Financial Group

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

Top 5 stock holdings are DIHP, DFAS, DFAT, DFLV, DFIV, and represent 76.19% of Premier Financial Group's stock portfolio.
Added to shares of these 10 stocks: DIHP, DUHP, DFUS, Monarch Procap Etf, State Street Spdr S&p China Etf, DFLV, DISV, Monarch Ambassador Income Etf, DFSU, Invesco Qqq mf closed and mf open.
Started 8 new stock positions in Invesco Qqq mf closed and mf open, Monarch Blue Chips Core Etf, MSTY, Monarch Ambassador Income Etf, Monarch Dividend Plus Etf, SHLD, State Street Spdr S&p China Etf, Monarch Procap Etf.
Reduced shares in these 10 stocks: DFUV, DFSE, DFIV, SLV, DFAT, MPRO, , MAMB, QQQ, MBCC.
Sold out of its positions in SYLD, DFSE, QQQ, RSP, IEF, IUSV, EMB, HYG, MBB, IGSB. MDPL, MPRO, MBCC, MAMB, NOBL, GXC, XLV, YieldMax MSTR Opt, VTEB.
Premier Financial Group was a net buyer of stock by $2.2M.
Premier Financial Group has $590M in assets under management (AUM), dropping by 53.93%.
Central Index Key (CIK): 0001989061

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Portfolio Holdings for Premier Financial Group

Premier Financial Group holds 44 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
Dimensional International High Profitability Etf Etf (DIHP)	35.8	$211M		642k	328.94	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	14.4	$85M		1.2M	72.11	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	12.7	$75M		1.2M	63.04	View chart
Dimensional Us Large Capvalue Etf Etf (DFLV)	6.9	$41M		1.1M	35.90	View chart
Dimensional International Value Etf Etf (DFIV)	6.4	$38M		705k	53.56	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	5.0	$30M		737k	40.14	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	4.7	$28M		575k	48.77	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	4.6	$27M		378k	71.84	View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DUHP)	4.0	$24M	+3%	545k	43.09	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	3.6	$21M		609k	35.08	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.5	$2.8M		67k	41.67	View chart
Spdr Gold Shares Etf (GLD)	0.4	$2.2M		5.1k	439.71	View chart
Dimensional International Sustainability Core 1 Et Etf (DFSI)	0.2	$1.4M		33k	43.37	View chart
Ishares Silver Trust Etf (SLV)	0.2	$957k	-14%	14k	68.74	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$630k	-2%	953.00	661.34	View chart
Tcw Transform 500 Etf Etf (VOTE)	0.1	$624k		8.1k	77.35	View chart
State Street Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$491k		746.00	658.35	View chart
Ishares Russell Mid-cap Etf Etf (IWR)	0.0	$204k	-6%	2.1k	98.40	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$165k	-5%	655.00	252.11	View chart
Sprott Gold Miners Etf Etf (SGDM)	0.0	$161k		2.0k	80.36	View chart
Dimensional Emerging Markets Ex China Core Equity Etf Etf (DEXC)	0.0	$155k	-2%	2.3k	66.01	View chart
Monarch Procap Etf Etf	0.0	$126k	NEW	4.0k	31.45	View chart
State Street Spdr S&p China Etf Etf	0.0	$116k	NEW	1.2k	93.29	View chart
Ishares Core S&p Small-cap Etf Etf (IJR)	0.0	$106k		840.00	126.03	View chart
Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)	0.0	$97k		299.00	325.00	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)	0.0	$79k	-3%	1.2k	65.52	View chart
Monarch Ambassador Income Etf Etf	0.0	$71k	NEW	2.9k	24.18	View chart
State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	0.0	$62k		2.2k	28.57	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$59k		458.00	129.51	View chart
State Street Spdr Portfolio S&p 500 Growthetf Etf (SPYG)	0.0	$58k		580.00	99.92	View chart
State Street Spdr Portfolio Aggregate Bondetf Etf (SPAB)	0.0	$50k		1.9k	25.58	View chart
Invesco Qqq Tr Etf	0.0	$45k	NEW	77.00	587.62	View chart
Monarch Blue Chips Core Etf Etf	0.0	$44k	NEW	1.3k	34.72	View chart
Global X Defense Tech Etf Etf (SHLD)	0.0	$42k	NEW	570.00	73.94	View chart
Monarch Select Subsectoretf Etf (MSSS)	0.0	$36k		1.2k	30.38	View chart
Graniteshares Platinum Trust Etf (PLTM)	0.0	$34k	+73%	1.8k	19.07	View chart
Monarch Dividend Plus Etf Etf	0.0	$24k	NEW	934.00	25.67	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$19k	-39%	31.00	605.19	View chart
Grayscale Bitcoin Trust Etf Etf (BTC)	0.0	$8.0k		149.00	53.48	View chart
Vanguard High Dividend Yield Index Fund Etf Shares Etf (VYM)	0.0	$6.1k		41.00	148.24	View chart
T-rex 2x Long Mstr Dailytarget Etf Etf	0.0	$4.4k	+96%	1.0k	4.26	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$2.7k		19.00	144.21	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$2.7k		54.00	50.54	View chart
Yieldmax Mstr Option Income Strategy Etf Etf (MSTY)	0.0	$1.4k	NEW	67.00	21.34	View chart

Past Filings by Premier Financial Group

SEC 13F filings are viewable for Premier Financial Group going back to 2025

Premier Financial Group 2026 Q1 filed May 6, 2026
Premier Financial Group 2025 Q4 filed Feb. 9, 2026
Premier Financial Group 2025 Q3 filed Oct. 20, 2025

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