Financial Discovery Group Inc Top Holdings and 13F Report (2026) About Financial Discovery Group IncInvestment ActivityFinancial Discovery Group Inc has $46.90 million in total holdings as of June 30, 2026.Financial Discovery Group Inc owns shares of 21 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 9.51% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, Financial Discovery Group Inc has purchased 16 new stocks and bought additional shares in 8 stocks.Financial Discovery Group Inc sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $13,737,126PIMCO ETF TR $4,988,944Consumer Staples Select Sector SPDR Fund $3,559,059Simplify Managed Futures Strategy ETF $3,228,102Energy Select Sector SPDR Fund $3,147,989 Largest New Holdings this Quarter 46434V613 - iShares Core Total USD Bond Market ETF $268,751 Holding921908844 - Vanguard Dividend Appreciation ETF $245,990 Holding78467Y107 - SPDR S&P MidCap 400 ETF Trust $234,916 Holding464287457 - iShares 1-3 Year Treasury Bond ETF $207,410 Holding922042775 - Vanguard FTSE All-World ex-US ETF $202,081 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 15,126 shares (about $1.52M)Energy Select Sector SPDR Fund 12,180 shares (about $646.88K)Invesco S&P 500 High Dividend Low Volatility ETF 11,612 shares (about $590.35K)iShares Core Total USD Bond Market ETF 5,823 shares (about $268.75K)Vanguard Dividend Appreciation ETF 1,040 shares (about $245.99K) Largest Sales this Quarter PIMCO ETF TR 1,852 shares (about $170.77K)iShares Short Treasury Bond ETF 971 shares (about $107.15K)iShares Russell 1000 Value ETF 295 shares (about $71.52K)iShares MSCI EAFE ETF 201 shares (about $20.88K)Consumer Staples Select Sector SPDR Fund 158 shares (about $13.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Discovery Group Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$13,737,126$1,522,734 â–²12.5%136,45729.3%ETFPIMCO ETF TR$4,988,944$170,773 â–¼-3.3%54,10410.6%ACTIVE BD ETFXLPConsumer Staples Select Sector SPDR Fund$3,559,059$13,125 â–¼-0.4%42,8447.6%ETFCTASimplify Managed Futures Strategy ETF$3,228,102$204,615 â–²6.8%124,4456.9%ETFXLEEnergy Select Sector SPDR Fund$3,147,989$646,880 â–²25.9%59,2736.7%ETFXLUUtilities Select Sector SPDR Fund$3,133,013$162,409 â–²5.5%69,1006.7%ETFXLVHealth Care Select Sector SPDR Fund$2,936,479$117,250 â–²4.2%18,5086.3%ETFSHViShares Short Treasury Bond ETF$2,418,431$107,150 â–¼-4.2%21,9165.2%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$1,751,489$590,354 â–²50.8%34,4513.7%ETFIWDiShares Russell 1000 Value ETF$1,734,327$71,516 â–¼-4.0%7,1543.7%ETFEFAiShares MSCI EAFE ETF$1,697,390$20,880 â–¼-1.2%16,3403.6%FinanceSPYSPDR S&P 500 ETF Trust$943,1710.0%1,2632.0%FinanceVTIVanguard Total Stock Market ETF$822,301$740 â–¼-0.1%2,2221.8%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$783,109$53,599 â–²7.3%14,8881.7%ETFVEAVanguard FTSE Developed Markets ETF$462,540$1,140 â–²0.2%6,4921.0%ETFVBVanguard Small-Cap ETF$397,8170.0%1,3120.8%ETFIUSBiShares Core Total USD Bond Market ETF$268,751$268,751 â–²New Holding5,8230.6%ManufacturingVIGVanguard Dividend Appreciation ETF$245,990$245,990 â–²New Holding1,0400.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$234,916$234,916 â–²New Holding3340.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$207,410$207,410 â–²New Holding2,5260.4%ManufacturingVEUVanguard FTSE All-World ex-US ETF$202,081$202,081 â–²New Holding2,4130.4%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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