FINANCIAL DISCOVERY GROUP INC - Portfolio overview

FINANCIAL DISCOVERY GROUP INC has 16 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 28.54%
2. BOND - PIMCO ETF TR, 12.07%
3. XLP - SELECT SECTOR SPDR TR, 8.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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