FINANCIAL DISCOVERY GROUP INC Q2 2026 Filing
Filed July 23, 2026
Portfolio Value
$21.8B
Holdings
21
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (21 positions)
| Stock | Value |
|---|---|
BONDPIMCO ETF TR | $5.0B |
XLFISELECT SECTOR SPDR TR | $3.6B |
CTASIMPLIFY EXCHANGE TRADED FUN | $3.2B |
XLESELECT SECTOR SPDR TR | $3.1B |
XLUSELECT SECTOR SPDR TR | $3.1B |
SPHDINVESCO EXCH TRADED FD TR II | $1.8B |
MUNIPIMCO ETF TR | $783.1M |
VEAVANGUARD TAX-MANAGED FDS | $462.5M |
IUSBISHARES TR | $268.8M |
SHYISHARES TR | $207.4M |
VEUVANGUARD INTL EQUITY INDEX F | $202.1M |
SGOVISHARES TR | $13.7M |
XLVSELECT SECTOR SPDR TR | $2.9M |
SHVISHARES TR | $2.4M |
IWDISHARES TR | $1.7M |
EFAISHARES TR | $1.7M |
SPYSTATE STR SPDR S&P 500 ETF T | $943K |
VTIVANGUARD INDEX FDS | $822K |
VBVANGUARD INDEX FDS | $398K |
VIGVANGUARD SPECIALIZED FUNDS | $246K |
MDYSTATE STR SPDR S&P MIDCAP 40 | $235K |