Dala Group, LLC Top Holdings and 13F Report (2026) About Dala Group, LLCInvestment ActivityDala Group, LLC has $121.38 million in total holdings as of June 30, 2026.Dala Group, LLC owns shares of 68 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 6.34% of the portfolio was purchased this quarter.About 20.57% of the portfolio was sold this quarter.This quarter, Dala Group, LLC has purchased 73 new stocks and bought additional shares in 12 stocks.Dala Group, LLC sold shares of 45 stocks and completely divested from 7 stocks this quarter.Largest Holdings Invesco S&P MidCap Momentum ETF $19,058,965Xtrackers MSCI EAFE Hedged Equity ETF $15,973,427Vanguard Dividend Appreciation ETF $13,224,947iShares Semiconductor ETF $8,304,585First Trust Nasdaq Cybersecurity ETF $7,240,746 Largest New Holdings this Quarter 458140100 - Intel $322,825 Holding922908769 - Vanguard Total Stock Market ETF $270,107 Holding Largest Purchases this Quarter Xtrackers MSCI EAFE Hedged Equity ETF 46,093 shares (about $2.52M)Invesco S&P MidCap Momentum ETF 7,789 shares (about $1.33M)Vanguard Mid-Cap ETF 14,347 shares (about $1.16M)ProShares S&P 500 Aristocrats ETF 12,706 shares (about $713.57K)First Trust Nasdaq Cybersecurity ETF 3,903 shares (about $350.68K) Largest Sales this Quarter Alphabet 39,579 shares (about $14.15M)Apple 4,154 shares (about $1.20M)iShares Semiconductor ETF 1,816 shares (about $1.16M)Schwab US Dividend Equity ETF 34,359 shares (about $1.09M)Vanguard S&P 500 ETF 1,062 shares (about $729.43K) 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 PortfolioSectorXMMOInvesco S&P MidCap Momentum ETF$19,058,965$1,325,224 â–²7.5%112,01915.7%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$15,973,427$2,518,060 â–²18.7%292,39313.2%ETFVIGVanguard Dividend Appreciation ETF$13,224,947$239,933 â–²1.8%55,89110.9%ETFSOXXiShares Semiconductor ETF$8,304,585$1,163,577 â–¼-12.3%12,9616.8%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$7,240,746$350,685 â–²5.1%80,5876.0%ETFVOOVanguard S&P 500 ETF$5,142,405$729,429 â–¼-12.4%7,4874.2%ETFSPYSPDR S&P 500 ETF Trust$3,386,745$120,982 â–¼-3.4%4,5352.8%ETFJPMJPMorgan Chase & Co.$2,538,888$156,471 â–¼-5.8%7,7562.1%FinanceMELIMercadoLibre$2,366,162$519,401 â–¼-18.0%1,3941.9%Consumer DiscretionaryGOOGAlphabet$1,950,908$59,718 â–¼-3.0%5,5211.6%Communication ServicesAMZNAmazon.com$1,948,323$58,152 â–¼-2.9%8,1751.6%Consumer DiscretionaryDXJWisdomTree Japan Hedged Equity Fund$1,933,759$378,804 â–¼-16.4%11,1441.6%ETFAXONAxon Enterprise$1,919,529$195,653 â–²11.3%3,4241.6%IndustrialsHDHome Depot$1,894,247$126,965 â–¼-6.3%5,3711.6%Consumer DiscretionaryAAPLApple$1,873,476$1,201,918 â–¼-39.1%6,4751.5%TechnologyMSFTMicrosoft$1,776,165$26,482 â–¼-1.5%4,7621.5%TechnologyVOVanguard Mid-Cap ETF$1,696,126$1,155,915 â–²214.0%21,0521.4%ETFNOBLProShares S&P 500 Aristocrats ETF$1,665,426$713,569 â–²75.0%29,6551.4%ETFUNHUnitedHealth Group$1,629,279$53,201 â–¼-3.2%3,9201.3%HealthcareOCOwens Corning$1,616,754$121,602 â–¼-7.0%10,1711.3%IndustrialsNVDANVIDIA$1,535,197$190,874 â–¼-11.1%7,6731.3%TechnologyNEENextEra Energy$1,440,744$1,141 â–¼-0.1%16,4151.2%UtilitiesTTTrane Technologies$1,407,173$176,818 â–²14.4%2,8651.2%IndustrialsDFEMDimensional Emerging Markets Core Equity 2 ETF$1,234,968$6,665 â–¼-0.5%30,3881.0%ETFCATCaterpillar$1,029,664$80,925 â–¼-7.3%9670.8%IndustrialsVBVanguard Small-Cap ETF$1,001,534$98,820 â–¼-9.0%3,3040.8%ETFSCHDSchwab US Dividend Equity ETF$992,628$1,089,535 â–¼-52.3%31,3030.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$824,998$18,509 â–¼-2.2%8,3350.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$739,607$1,070 â–¼-0.1%8,9900.6%ETFVBKVanguard Small-Cap Growth ETF$726,646$123,607 â–¼-14.5%1,9870.6%ETFTMFCMotley Fool 100 Index ETF$654,095$9,216 â–¼-1.4%8,5880.5%ETFMKLMarkel Group$521,454$318,341 â–¼-37.9%2670.4%FinanceCSCOCisco Systems$516,000$98,079 â–¼-16.0%4,3930.4%TechnologyIWFiShares Russell 1000 Growth ETF$504,006$334,638 â–²197.6%4,0590.4%ETFJNJJohnson & Johnson$464,482$34,792 â–¼-7.0%1,8290.4%HealthcareMAMastercard$428,027$44,704 â–¼-9.5%8330.4%FinanceIWMiShares Russell 2000 ETF$427,8410.0%1,4240.4%ETFVVisa$427,0820.0%1,2450.4%FinanceEESWisdomTree U.S. SmallCap Fund$424,058$118,845 â–¼-21.9%6,2550.3%ETFGOOGLAlphabet$416,503$14,150,019 â–¼-97.1%1,1650.3%Communication ServicesAMDAdvanced Micro Devices$389,791$268,381 â–¼-40.8%6710.3%TechnologyVEAVanguard FTSE Developed Markets ETF$389,237$91,556 â–²30.8%5,4630.3%ETFVBRVanguard Small-Cap Value ETF$382,065$250,092 â–¼-39.6%1,5720.3%ETFWMWaste Management$378,570$25,401 â–¼-6.3%1,6990.3%IndustrialsWWDWoodward$376,5140.0%8850.3%IndustrialsVTVanguard Total World Stock ETF$360,458$142,488 â–¼-28.3%2,2970.3%ETFAVUVAvantis U.S. Small Cap Value ETF$355,133$637,792 â–¼-64.2%2,8470.3%ETFABBVAbbVie$336,710$6,543 â–¼-1.9%1,3380.3%HealthcareINTFiShares International Equity Factor ETF$335,2580.0%8,1850.3%ETFSCHWCharles Schwab$334,469$36,353 â–¼-9.8%3,6250.3%FinanceEFViShares MSCI EAFE Value ETF$327,6340.0%4,2800.3%ETFINTCIntel$322,825$322,825 â–²New Holding2,3120.3%TechnologyXOMExxonMobil$321,9760.0%2,3550.3%EnergyIJHiShares Core S&P Mid-Cap ETF$302,5800.0%3,9240.2%ETFMETAMeta Platforms$301,198$23,082 â–¼-7.1%5350.2%Communication ServicesTSLATesla$286,008$47,528 â–¼-14.2%6800.2%Consumer DiscretionaryWECWEC Energy Group$280,0140.0%2,3980.2%UtilitiesDVYiShares Select Dividend ETF$277,074$313 â–²0.1%1,7730.2%ETFBRK.BBerkshire Hathaway$276,267$6,006 â–²2.2%5520.2%FinanceVTIVanguard Total Stock Market ETF$270,107$270,107 â–²New Holding7300.2%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$265,197$20,017 â–¼-7.0%5,8030.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$262,400$94,116 â–¼-26.4%2,5650.2%ETFDLRDigital Realty Trust$251,862$73,961 â–¼-22.7%1,4030.2%Real EstateAVGOBroadcom$251,106$11,328 â–¼-4.3%6650.2%TechnologySPOTSpotify Technology$229,565$4,132 â–¼-1.8%5000.2%Communication ServicesLINDE PLC$224,2560.0%4320.2%SHSWALMART INC$219,554$54,152 â–¼-19.8%1,9380.2%COMLMTLockheed Martin$217,973$1,019 â–¼-0.5%4280.2%IndustrialsVNQVanguard Real Estate ETF$0$513,852 â–¼-100.0%00.0%ETFEPIWisdomTree India Earnings Fund$0$377,703 â–¼-100.0%00.0%ETFHONHoneywell International$0$344,618 â–¼-100.0%00.0%IndustrialsNOCNorthrop Grumman$0$285,176 â–¼-100.0%00.0%IndustrialsSHOPIFY INC$0$233,193 â–¼-100.0%00.0%CL A SUB VTG SHSDEDeere & Company$0$209,296 â–¼-100.0%00.0%IndustrialsROLRollins$0$200,637 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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