Dala Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing lists the firm's principal executive officer, Michael Heatwole, as the authorized signatory.
The report details a portfolio consisting of 71 individual securities. The largest holding disclosed in the filing is Nextria Energy Inc., for which the firm holds 1,714,000 shares. Other notable positions include Microsoft Corporation with 5,138 shares, Johnson & Johnson with 1,859 shares, and Amazon.com Inc. with 8,248 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The Vanguard S&P 500 ETF (VOO) is listed with 6,813 shares, while the Vanguard S&P 500 ETF Trust (SPY) holds 4,117 shares. Other ETFs in the portfolio include the Invesco S&P 500 Momentum ETF (SPMO) with 124,996 shares and the ProShares S&P 500 Dividend Aristocrats ETF (NOBL) with 25,387 shares.
Individual stock positions listed in the filing include Apple Inc. (10,081 shares), Berkshire Hathaway Inc. (539 shares), Visa Inc. (1,173 shares), and Walmart Inc. (2,241 shares). The filing indicates that all positions are held in a sole voting capacity with no shared investment power.
