Dala Group, LLC Top Holdings and 13F Report (2026) About Dala Group, LLCInvestment ActivityDala Group, LLC has $135.03 million in total holdings as of September 30, 2026.Dala Group, LLC owns shares of 71 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 14.73% of the portfolio was purchased this quarter.About 1.99% of the portfolio was sold this quarter.This quarter, Dala Group, LLC has purchased 68 new stocks and bought additional shares in 42 stocks.Dala Group, LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Xtrackers MSCI EAFE Hedged Equity ETF $18,731,399Invesco S&P MidCap Momentum ETF $18,343,163Vanguard Dividend Appreciation ETF $14,307,576Alphabet $9,410,415First Trust Nasdaq Cybersecurity ETF $8,485,160 Largest New Holdings this Quarter 922908736 - Vanguard Growth ETF $422,137 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $336,730 Holding464287200 - iShares Core S&P 500 ETF $219,965 Holding22788C105 - CrowdStrike $206,505 Holding666807102 - Northrop Grumman $202,095 Holding Largest Purchases this Quarter Alphabet 26,184 shares (about $9.01M)Xtrackers MSCI EAFE Hedged Equity ETF 48,488 shares (about $2.66M)Invesco S&P MidCap Momentum ETF 12,977 shares (about $1.90M)Vanguard Dividend Appreciation ETF 5,433 shares (about $1.27M)Apple 3,606 shares (about $1.20M) Largest Sales this Quarter Vanguard S&P 500 ETF 674 shares (about $472.39K)SPDR S&P 500 ETF Trust 418 shares (about $318.80K)ProShares S&P 500 Aristocrats ETF 4,268 shares (about $230.90K)WisdomTree U.S. SmallCap Fund 3,073 shares (about $198.47K)Mastercard 161 shares (about $88.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDala Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDBEFXtrackers MSCI EAFE Hedged Equity ETF$18,731,399$2,664,414 ▲16.6%340,88113.9%ETFXMMOInvesco S&P MidCap Momentum ETF$18,343,163$1,904,375 ▲11.6%124,99613.6%ETFVIGVanguard Dividend Appreciation ETF$14,307,576$1,267,580 ▲9.7%61,32410.6%ETFGOOGLAlphabet$9,410,415$9,009,555 ▲2,247.6%27,3497.0%Communication ServicesCIBRFirst Trust Nasdaq Cybersecurity ETF$8,485,160$177,418 ▲2.1%82,3086.3%ETFSOXXiShares Semiconductor ETF$7,701,626$331,516 ▲4.5%13,5445.7%ETFVOOVanguard S&P 500 ETF$4,775,048$472,388 ▼-9.0%6,8133.5%ETFAAPLApple$3,357,170$1,200,868 ▲55.7%10,0812.5%TechnologySPYSPDR S&P 500 ETF Trust$3,139,987$318,804 ▼-9.2%4,1172.3%ETFMELIMercadoLibre$2,711,207$302,397 ▲12.6%1,5692.0%Consumer DiscretionaryMSFTMicrosoft$2,635,324$192,854 ▲7.9%5,1382.0%TechnologyJPMJPMorgan Chase & Co.$2,575,938$9,925 ▲0.4%7,7861.9%FinanceDXJWisdomTree Japan Hedged Equity Fund$2,240,039$228,030 ▲11.3%12,4071.7%ETFAMZNAmazon.com$2,054,888$18,187 ▲0.9%8,2481.5%Consumer DiscretionaryGOOGAlphabet$1,951,409$70,192 ▲3.7%5,7271.4%Communication ServicesNVDANVIDIA$1,876,707$124,246 ▲7.1%8,2171.4%TechnologyVOVanguard Mid-Cap ETF$1,641,102$9,803 ▼-0.6%20,9271.2%ETFHDHome Depot$1,581,451$53,483 ▲3.5%5,5591.2%Consumer DiscretionaryAXONAxon Enterprise$1,503,599$57,035 ▲3.9%3,5591.1%IndustrialsUNHUnitedHealth Group$1,466,345$27,528 ▲1.9%3,9951.1%HealthcareNOBLProShares S&P 500 Aristocrats ETF$1,373,441$230,900 ▼-14.4%25,3871.0%ETFTTTrane Technologies$1,373,033$78,188 ▲6.0%3,0381.0%IndustrialsNEENextEra Energy$1,298,163$54,911 ▲4.4%17,1401.0%UtilitiesOCOwens Corning$1,226,563$39,224 ▲3.3%10,5070.9%IndustrialsDFEMDimensional Emerging Markets Core Equity 2 ETF$1,210,268$3,257 ▲0.3%30,4700.9%ETFSCHDSchwab US Dividend Equity ETF$991,442$26,837 ▼-2.6%30,4780.7%ETFVBVanguard Small-Cap ETF$928,144$11,950 ▼-1.3%3,2620.7%ETFCATCaterpillar$803,464$19,458 ▲2.5%9910.6%IndustrialsSCZiShares MSCI EAFE Small-Cap ETF$758,9360.0%8,9900.6%ETFVBKVanguard Small-Cap Growth ETF$718,446$47,288 ▲7.0%2,1270.5%ETFTMFCMotley Fool 100 Index ETF$696,513$8,809 ▲1.3%8,6980.5%ETFCSCOCisco Systems$525,681$52,848 ▲11.2%4,8840.4%TechnologyVTVanguard Total World Stock ETF$511,438$148,854 ▲41.1%3,2400.4%ETFIWFiShares Russell 1000 Growth ETF$508,4300.0%4,0590.4%ETFAMDAdvanced Micro Devices$499,916$89,336 ▲21.8%8170.4%TechnologyJNJJohnson & Johnson$492,150$7,942 ▲1.6%1,8590.4%HealthcareVBRVanguard Small-Cap Value ETF$431,966$68,837 ▲19.0%1,8700.3%ETFVUGVanguard Growth ETF$422,137$422,137 ▲New Holding4,6850.3%ETFVVisa$421,323$25,861 ▼-5.8%1,1730.3%FinanceMETAMeta Platforms$407,402$19,573 ▲5.0%5620.3%Communication ServicesIWMiShares Russell 2000 ETF$395,7150.0%1,4240.3%ETFVEAVanguard FTSE Developed Markets ETF$386,470$706 ▲0.2%5,4730.3%ETFMKLMarkel Group$383,589$73,635 ▼-16.1%2240.3%FinanceSCHWCharles Schwab$374,318$20,035 ▲5.7%3,8300.3%FinanceMAMastercard$370,727$88,820 ▼-19.3%6720.3%FinanceABBVAbbVie$352,579$2,616 ▲0.7%1,3480.3%HealthcareVTIVanguard Total Stock Market ETF$347,482$74,434 ▲27.3%9290.3%ETFAVUVAvantis U.S. Small Cap Value ETF$345,948$10,601 ▲3.2%2,9370.3%ETFINTFiShares International Equity Factor ETF$339,7590.0%8,1850.3%ETFEFViShares MSCI EAFE Value ETF$338,7190.0%4,2800.3%ETFEXXONMOBIL HOLDINGS CORP$336,730$336,730 ▲New Holding2,0690.2%COM SHS *A*WMWaste Management$310,854$35,695 ▼-10.3%1,5240.2%IndustrialsIJHiShares Core S&P Mid-Cap ETF$306,003$23,672 ▲8.4%4,2530.2%ETFINTCIntel$299,733$21,762 ▲7.8%2,4930.2%TechnologyWWDWoodward$290,8020.0%8850.2%IndustrialsDVYiShares Select Dividend ETF$269,881$304 ▲0.1%1,7750.2%ETFBRK.BBerkshire Hathaway$268,446$6,475 ▼-2.4%5390.2%FinanceGSIEGoldman Sachs ActiveBeta International Equity ETF$266,0100.0%5,8030.2%ETFTSLATesla$265,043$23,772 ▲9.9%7470.2%Consumer DiscretionaryEMXCiShares MSCI Emerging Markets ex China ETF$254,1400.0%2,5650.2%ETFAVGOBroadcom$250,714$17,206 ▲7.4%7140.2%TechnologySPOTSpotify Technology$247,102$3,412 ▲1.4%5070.2%Communication ServicesWECWEC Energy Group$241,6700.0%2,3980.2%UtilitiesWALMART INC$232,866$31,485 ▲15.6%2,2410.2%COMIVViShares Core S&P 500 ETF$219,965$219,965 ▲New Holding2870.2%ETFLMTLockheed Martin$217,9930.0%4280.2%IndustrialsDLRDigital Realty Trust$209,663$36,700 ▼-14.9%1,1940.2%Real EstateCRWDCrowdStrike$206,505$206,505 ▲New Holding7800.2%TechnologyEESWisdomTree U.S. SmallCap Fund$205,507$198,467 ▼-49.1%3,1820.2%ETFLINDE PLC$205,1160.0%4320.2%SHSNOCNorthrop Grumman$202,095$202,095 ▲New Holding4180.1%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$0$824,998 ▼-100.0%00.0%ETFXOMExxonMobil$0$321,976 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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