FINANCIAL DISCOVERY GROUP INC
Q1 2026 13F Holdings
- Locationatlanta, GA
- Num holdings
16
- Value ($000)
$42,796
- Date Filed 05/07/2026
- Form type13F-HR
- CIK 0001024431
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $12.21M | 29 % | 121,331 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $5.16M | 12 % | 55,956 | ||
SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 | $3.53M | 8 % | 43,002 | ||
SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | $3.52M | 8 % | 116,557 | ||
SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 | $3.01M | 7 % | 65,518 | ||
SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | $2.88M | 7 % | 47,093 | ||
SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | $2.61M | 6 % | 17,769 | ||
ISHARES TR | TRUST ISHARE 0-1 | 464288679 | $2.53M | 6 % | 22,887 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $1.61M | 4 % | 16,541 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | $1.59M | 4 % | 7,449 |
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