Premier Financial Group Top Holdings and 13F Report (2026) About Premier Financial GroupInvestment ActivityPremier Financial Group has $587.26 million in total holdings as of March 31, 2026.Premier Financial Group owns shares of 46 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.66% of the portfolio was purchased this quarter.About 4.15% of the portfolio was sold this quarter.This quarter, Premier Financial Group has purchased 57 new stocks and bought additional shares in 13 stocks.Premier Financial Group sold shares of 13 stocks and completely divested from 19 stocks this quarter.Largest Holdings Dimensional International High Profitability ETF $211,076,409Dimensional U.S. Small Cap ETF $85,263,650Dimensional U.S. Targeted Value ETF $74,805,720Dimensional US Large Cap Value ETF $40,882,581Dimensional International Value ETF $37,770,342 Largest New Holdings this Quarter 60935P401 - MONARCH PROCAP ETF $125,643 Holding78643X400 - STATE STREET SPDR S&P CHINA ETF $115,959 Holding60935P104 - MONARCH AMBASSADOR INCOME ETF $71,017 Holding46090E109 - INVESCO QQQ TR $45,247 Holding60935P203 - MONARCH BLUE CHIPS CORE ETF $43,747 Holding Largest Purchases this Quarter Dimensional International High Profitability ETF 7,447 shares (about $2.45M)Dimensional US High Profitability ETF 8,815 shares (about $327.96K)Dimensional U.S. Equity ETF 4,347 shares (about $312.28K)MONARCH PROCAP ETF 3,995 shares (about $125.64K)STATE STREET SPDR S&P CHINA ETF 1,243 shares (about $115.96K) Largest Sales this Quarter Dimensional US High Profitability ETF 512,260 shares (about $22.08M)Dimensional US Marketwide Value ETF 10,960 shares (about $534.57K)Dimensional International Value ETF 4,163 shares (about $222.98K)iShares Silver Trust 2,372 shares (about $163.05K)Dimensional U.S. Targeted Value ETF 2,550 shares (about $160.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPremier Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDIHPDimensional International High Profitability ETF$211,076,409$2,449,592 â–²1.2%641,69335.9%ETFDFASDimensional U.S. Small Cap ETF$85,263,650$30,717 â–¼0.0%1,182,49314.5%ETFDFATDimensional U.S. Targeted Value ETF$74,805,720$160,752 â–¼-0.2%1,186,63912.7%ETFDFLVDimensional US Large Cap Value ETF$40,882,581$112,136 â–²0.3%1,138,9497.0%ETFDFIVDimensional International Value ETF$37,770,342$222,982 â–¼-0.6%705,1616.4%ETFDISVDimensional International Small Cap Value ETF$29,600,309$94,610 â–²0.3%737,4275.0%ETFDFUVDimensional US Marketwide Value ETF$28,041,561$534,574 â–¼-1.9%574,9174.8%ETFDFUSDimensional U.S. Equity ETF$27,176,201$312,280 â–²1.2%378,2984.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$21,355,049$26,482 â–²0.1%608,8403.6%ETFDUHPDimensional US High Profitability ETF$19,822,495$327,962 â–²1.7%532,7913.4%ETFDFSUDimensional US Sustainability Core 1 ETF$2,796,974$53,254 â–²1.9%67,1220.5%ETFGLDSPDR Gold Shares$2,233,747$30,780 â–¼-1.4%5,0800.4%FinanceDFSIDimensional International Sustainability Core 1 ETF$1,449,729$13,792 â–²1.0%33,4270.2%ETFSLViShares Silver Trust$957,136$163,051 â–¼-14.6%13,9240.2%ETFIVViShares Core S&P 500 ETF$630,257$15,211 â–¼-2.4%9530.1%ETFVOTETCW Transform 500 ETF$624,047$1,392 â–²0.2%8,0680.1%ETFDUHPDimensional US High Profitability ETF$504,901$22,075,844 â–¼-97.8%11,7160.1%ETFSPYSPDR S&P 500 ETF Trust$491,129$5,267 â–²1.1%7460.1%FinanceIWRiShares Russell Mid-Cap ETF$203,688$13,579 â–¼-6.3%2,0700.0%ETFIWMiShares Russell 2000 ETF$165,129$10,084 â–¼-5.8%6550.0%FinanceSGDMSprott Gold Miners ETF$160,7200.0%2,0000.0%ETFDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF$154,805$4,291 â–¼-2.7%2,3450.0%ETFMONARCH PROCAP ETF$125,643$125,643 â–²New Holding3,9950.0%ETFSTATE STREET SPDR S&P CHINA ETF$115,959$115,959 â–²New Holding1,2430.0%ETFIJRiShares Core S&P Small-Cap ETF$105,8610.0%8400.0%ETFVTIVanguard Total Stock Market ETF$97,1740.0%2990.0%ETFVEAVanguard FTSE Developed Markets ETF$79,023$2,883 â–¼-3.5%1,2060.0%ETFMONARCH AMBASSADOR INCOME ETF$71,017$71,017 â–²New Holding2,9370.0%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$61,7710.0%2,1620.0%ETFXBISPDR S&P Biotech ETF$59,3160.0%4580.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$57,9510.0%5800.0%ETFSPABSPDR Portfolio Aggregate Bond ETF$49,5480.0%1,9370.0%ETFINVESCO QQQ TR$45,247$45,247 â–²New Holding770.0%ETFMONARCH BLUE CHIPS CORE ETF$43,747$43,747 â–²New Holding1,2600.0%ETFGLOBAL X DEFENSE TECH ETF$42,143$42,143 â–²New Holding5700.0%ETFMONARCH SELECT SUBSECTORETF$35,5750.0%1,1710.0%ETFPLTMGraniteShares Platinum Trust$29,406$28,891 â–²5,611.1%1,5420.0%FinanceMONARCH DIVIDEND PLUS ETF$23,976$23,976 â–²New Holding9340.0%ETFVOOVanguard S&P 500 ETF$18,761$12,104 â–¼-39.2%310.0%ETFGRAYSCALE BITCOIN TRUST ETF$7,9690.0%1490.0%ETFPLTMGraniteShares Platinum Trust$7,145$6,324 â–²770.4%2350.0%FinanceVYMVanguard High Dividend Yield ETF$6,0780.0%410.0%Financial ServicesT-REX 2X LONG MSTR DAILYTARGET ETF$4,413$2,172 â–²97.0%1,0360.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,7400.0%190.0%ETFXLBMaterials Select Sector SPDR Fund$2,7290.0%540.0%ETFYIELDMAX MSTR OPTION INCOME STRATEGY ETF$1,430$1,430 â–²New Holding670.0%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$0$482,562 â–¼-100.0%00.0%ETFMPROMonarch ProCap Index ETF$0$122,846 â–¼-100.0%00.0%ETFGXCSPDR S&P China ETF$0$120,615 â–¼-100.0%00.0%ETFMAMBMonarch Ambassador Income Index ETF$0$70,253 â–¼-100.0%00.0%ETFQQQInvesco QQQ$0$47,611 â–¼-100.0%00.0%FinanceMBCCMonarch Blue Chips Core Index ETF$0$46,747 â–¼-100.0%00.0%ETFRSPInvesco S&P 500 Equal Weight ETF$0$41,596 â–¼-100.0%00.0%ETFVTEBVanguard Tax-Exempt Bond ETF$0$39,652 â–¼-100.0%00.0%ETFIUSViShares Core S&P U.S. Value ETF$0$29,062 â–¼-100.0%00.0%ManufacturingMONARCH DIVIDEND PLUS INDEX ETF$0$25,179 â–¼-100.0%00.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$10,901 â–¼-100.0%00.0%ETFMBBiShares MBS ETF$0$9,145 â–¼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$8,399 â–¼-100.0%00.0%ETFSYLDCambria Shareholder Yield ETF$0$5,729 â–¼-100.0%00.0%ETFNOBLProShares S&P 500 Aristocrats ETF$0$5,648 â–¼-100.0%00.0%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$5,084 â–¼-100.0%00.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$0$4,523 â–¼-100.0%00.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$0$4,442 â–¼-100.0%00.0%ManufacturingTIDAL TR II YIELDMAX MSTR OPTION INCOME STRATEGY ETF NEW$0$2,007 â–¼-100.0%00.0%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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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