FINANCIAL DISCOVERY GROUP INC: 13F holdings
CIK 10244312026Q2
| Positions | 21 |
|---|---|
| Reported value | $46.9m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SGOV ISHARES TR | 136,457 | $13.7m | 29.3% |
| BOND PIMCO ETF TR | 54,104 | $5.0m | 10.6% |
| XLP SELECT SECTOR SPDR TR | 42,844 | $3.6m | 7.6% |
| SIMPLIFY EXCHANGE TRADED FUN | 124,445 | $3.2m | 6.9% |
| XLE SELECT SECTOR SPDR TR | 59,273 | $3.1m | 6.7% |
| XLU SELECT SECTOR SPDR TR | 69,100 | $3.1m | 6.7% |
| XLV SELECT SECTOR SPDR TR | 18,508 | $2.9m | 6.3% |
| SHV ISHARES TR | 21,916 | $2.4m | 5.2% |
| SPHD INVESCO EXCH TRADED FD TR II | 34,451 | $1.8m | 3.7% |
| IWD ISHARES TR | 7,154 | $1.7m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1024431")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.