FINANCIAL DISCOVERY GROUP INC
Q2 2026 13F Holdings
- Locationatlanta, GA
- Num holdings
21
- Value ($000)
$46,900
- Date Filed 07/23/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $13.74M | 29 % | 136,457 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $4.99M | 11 % | 54,104 | ||
SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 | $3.56M | 8 % | 42,844 | ||
SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | $3.23M | 7 % | 124,445 | ||
SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | $3.15M | 7 % | 59,273 | ||
SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 | $3.13M | 7 % | 69,100 | ||
SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | $2.94M | 6 % | 18,508 | ||
ISHARES TR | TRUST ISHARE 0-1 | 464288679 | $2.42M | 5 % | 21,916 | ||
INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 46138E362 | $1.75M | 4 % | 34,451 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | $1.73M | 4 % | 7,154 |
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