Dala Group
Dala Group reported 71 stocks worth $135M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are DBEF (13.9%), XMMO (13.6%) and VIG (10.6%). Compared with Q2 2026, the fund opened new positions in VUG, XOM and IVV, added to DBEF, XMMO and VIG, trimmed VOO, SPY and VO and sold out of AGG and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DBEF Dbx ETF TR | $18.7M | 13.9% | 341K | +48K (+17%) | 4 of 4 | |
| 2 |  XMMO Invesco S & P Midcap | $18.3M | 13.6% | 125K | +13K (+12%) | 4 of 4 | |
| 3 |  VIG Vanguard Dividend Appreciation ETF | $14.3M | 10.6% | 61K | +5,433 (+10%) | 4 of 4 | |
| 4 |  GOOGL Alphabet Inc | $9.4M | 7.0% | 27K | +26K (+2248%) | 4 of 4 | |
| 5 |  CIBR First TR Exchange Traded FD | $8.5M | 6.3% | 82K | +1,721 (+2%) | 4 of 4 | |
| 6 |  SOXX Ishares Semiconductor | $7.7M | 5.7% | 14K | +583 (+4%) | 4 of 4 | |
| 7 |  VOO Vanguard S&P 500 ETF | $4.8M | 3.5% | 6,813 | −674 (−9%) | 4 of 4 | |
| 8 |  AAPL Apple Inc | $3.4M | 2.5% | 10K | +3,606 (+56%) | 4 of 4 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $3.1M | 2.3% | 4,117 | −418 (−9%) | 4 of 4 | |
| 10 |  MELI Mercadolibre Inc | $2.7M | 2.0% | 1,569 | +175 (+13%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Dala Group 13F FAQ
What does Dala Group own?
Dala Group reported 71 stocks worth $135M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are DBEF (13.9%), XMMO (13.6%) and VIG (10.6%). The table above lists every position in the filing (the top 10 without an account).
What did Dala Group buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 42 added to, 13 trimmed and 2 sold out. New positions include VUG, XOM and IVV. It sold all of AGG and XOM.
When will Dala Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Dala Group's portfolio worth?
The Q3 2026 filing reports $135M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.