Universe · entity
FINANCIAL DISCOVERY GROUP INC
Institutional manager (13F) · CIK 1024431
13F holdings · as of 2026-03-31 · top 16 · reported portfolio $43M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $12M | 121,331 |
| 2 | PIMCO ETF TR | $5M | 55,956 |
| 3 | SELECT SECTOR SPDR TR | $4M | 43,002 |
| 4 | SIMPLIFY EXCHANGE TRADED FUN | $4M | 116,557 |
| 5 | SELECT SECTOR SPDR TR | $3M | 65,518 |
| 6 | SELECT SECTOR SPDR TR | $3M | 47,093 |
| 7 | SELECT SECTOR SPDR TR | $3M | 17,769 |
| 8 | ISHARES TR | $3M | 22,887 |
| 9 | ISHARES TR | $2M | 16,541 |
| 10 | ISHARES TR | $2M | 7,449 |
| 11 | INVESCO EXCH TRADED FD TR II | $1M | 22,839 |
| 12 | STATE STR SPDR S&P 500 ETF T | $821k | 1,263 |
| 13 | PIMCO ETF TR | $724k | 13,869 |
| 14 | VANGUARD INDEX FDS | $713k | 2,224 |
| 15 | VANGUARD TAX-MANAGED FDS | $415k | 6,476 |
| 16 | VANGUARD INDEX FDS | $344k | 1,312 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.