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Dynamic Financial Group
Dynamic Financial Group, LLC is an investment advisory firm headquartered in Cedar Falls, Iowa. Founded in 2017, it specializes in providing asset management and comprehensive financial planning for individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. The firm operates as a fiduciary, offering customized portfolio management, financial consulting, and retirement solutions. It is registered with the SEC as an Investment Adviser and is dedicated to acting in its clients' best interests. The team consists of dedicated professionals with a diversity of specialties, serving both local and broader client bases.
Investment Strategy
Dynamic Financial Group offers comprehensive portfolio management, focusing on asset allocation, alternative investments, individual stocks, long-term holdings, and fixed income securities. Investment management is discretionary, based on clients’ objectives and risk profiles, with annual reviews to ensure alignment. The firm emphasizes a holistic approach, coordinating savings, investments, and corporate benefits into tailored financial strategies. Clients may impose reasonable investment restrictions, and the firm does not utilize performance-based fees or voting authority for securities.
Latest 13F Filing Activity
Dynamic Financial Group filed their most recent 13F report on Jun 30, 2025 disclosing 61 equity positions with a total 13F market value of $104M. The fund increased holdings in Ishares TR, Morgan Stanley Etf Trust, Ishares TR among other positions. Dynamic Financial Group reduced exposure to Ishares TR, Unitedhealth Group Inc., Ishares TR among others.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 52.21% | $54.2M | 537,977 | $100.33 | $100.69 | -$2.2M |
I IWF | ISHARES TR | 5.66% | $5.9M | 13,823 | $401.14 | $424.58 | +$733.1K |
D DE | DEERE & CO | 5.06% | $5.3M | 10,327 | $423.70 | $508.49 | +$385.1K |
V VZ | VERIZON COMMUNICATIONS INC | 3.54% | $3.7M | 84,925 | $40.00 | $43.27 | -$173.3K |
I IWD | ISHARES TR | 2.28% | $2.4M | 12,157 | $185.13 | $194.23 | +$71.9K |
Industry Allocation
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