Mendota Financial Group, LLC
CIK: 1964538SEC EDGAR →
Portfolio Value
$144.5B
Holdings
32
As of
Q3 2026
New Positions
32
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 273,353 | $22.7B | 15.71% |
| 2 | DIMENSIONAL ETF TRUST | 365,999 | $15.2B | 10.50% |
| 3 | DIMENSIONAL ETF TRUST | 173,058 | $13.4B | 9.28% |
| 4 | AMERICAN CENTY ETF TR | 135,835 | $12.3B | 8.49% |
| 5 | ISHARES TR | 236,711 | $11.9B | 8.25% |
| 6 | VANGUARD SCOTTSDALE FDS | 220,376 | $9.8B | 6.78% |
| 7 | VANGUARD MALVERN FDS | 127,367 | $9.4B | 6.49% |
| 8 | ISHARES TR | 147,531 | $7.6B | 5.23% |
| 9 | AMERICAN CENTY ETF TR | 82,318 | $6.3B | 4.34% |
| 10 | CAPITAL GROUP INTERNATIONAL | 165,837 | $6.1B | 4.21% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $143.8B | 99.6% |
| Unknown | 3 | $623.7M | 0.4% |
| Technology | 1 | $370K | 0.0% |