DMC Group, LLC - Portfolio overview

DMC Group, LLC has 162 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 9.54%
2. AGG - ISHARES CORE U S AGGREGATE BOND ETF, 4.20%
3. BWZ - SPDR BLOOMBERG SHORT TERM INTL TSY BD ETF, 3.12%

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

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