DAGCO, INC.

Q4 2025 13F Holdings

  • Location
    westlake, OH
  • Num holdings

    380

  • Value ($000)

    $432,961

  • Date Filed
    01/08/2026
  • Form type
    13F-HR
  • CIK
    0001767343
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SER TR

PORTFOLIO SH TSR
$44.33M
10 %

1,513,995

D
DGRO

ISHARES TR

CORE DIV GRWTH
$35.22M
8 %

507,307

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
$31.6M
7 %

64,763

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$30.35M
7 %

211,441

I
IVV

ISHARES TR

CORE S&P500 ETF
$26.53M
6 %

38,735

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$23.01M
5 %

705,499

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$19.12M
4 %

697,212

S
SDVY

FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF
$14.19M
3 %

370,184

A
AAPL

APPLE INC

COM
$12.55M
3 %

46,171

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$11.61M
3 %

52,810

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