Dynamic Financial Group has filed its Form 13F-HR, disclosing the firm’s equity securities portfolio as of the close of business on September 30, 2026. The filing was signed by Darren Yoder, the Chief Compliance Officer, on October 28, 2026.
The report lists 78 separate holdings, with the largest position being a stake in Janus Henderson AAA Bond Fund Class A, which holds 23,967,288 shares valued at $474,882,000. The firm also holds significant positions in exchange-traded funds (ETFs) and individual equities. Among the top individual stock holdings are Pfizer Inc., with 69,069 shares; Verizon Communications Inc., with 84,603 shares; and Deere & Co., with 18,426 shares.
The portfolio is heavily diversified across various sectors and market caps. Major holdings include SPDR Gold Shares, with 1,485 shares; Apple Inc., with 5,468 shares; and Berkshire Hathaway Inc. Class B, with 1,857 shares. The filing also lists numerous ETFs tracking different market indices, such as the iShares Core S&P U.S. Value ETF, the Vanguard S&P 500 ETF, and the iShares Core MSCI EAFE ETF.
