Financial Discovery Group
Financial Discovery Group reported 21 stocks worth $46.9M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are SGOV (29.3%), BOND (10.6%) and XLP (7.6%). Compared with Q1 2026, the fund opened new positions in IUSB, VIG and MDY, added to SGOV, CTA and XLE and trimmed BOND, XLP and SHV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SGOV Ishares TR | $13.7M | 29.3% | 136K | +15K (+12%) | 2 of 2 | |
| 2 |  BOND Pimco ETF TR | $5M | 10.6% | 54K | −1,852 (−3%) | 2 of 2 | |
| 3 |  XLP State Street | $3.6M | 7.6% | 43K | −158 (−0%) | 2 of 2 | |
| 4 |  CTA Simplify Exchange Traded Fun | $3.2M | 6.9% | 124K | +7,888 (+7%) | 2 of 2 | |
| 5 |  XLE Select Sector Spdr TR | $3.1M | 6.7% | 59K | +12K (+26%) | 2 of 2 | |
| 6 |  XLU Select Sector Spdr TR | $3.1M | 6.7% | 69K | +3,582 (+5%) | 2 of 2 | |
| 7 |  XLV State Street | $2.9M | 6.3% | 19K | +739 (+4%) | 2 of 2 | |
| 8 |  SHV Ishares TR | $2.4M | 5.2% | 22K | −971 (−4%) | 2 of 2 | |
| 9 |  SPHD Invesco S&P 500 High | $1.8M | 3.7% | 34K | +12K (+51%) | 2 of 2 | |
| 10 |  IWD Ishares TR | $1.7M | 3.7% | 7,154 | −295 (−4%) | 2 of 2 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 2 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Financial Discovery Group 13F FAQ
What does Financial Discovery Group own?
Financial Discovery Group reported 21 stocks worth $46.9M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are SGOV (29.3%), BOND (10.6%) and XLP (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did Financial Discovery Group buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 8 added to, 5 trimmed and 0 sold out. New positions include IUSB, VIG and MDY.
When will Financial Discovery Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Financial Discovery Group's portfolio worth?
The Q2 2026 filing reports $46.9M 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.