Demars Financial Group, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$303.7M
Q ending 2026-03-31
Prior quarter
$298.8M
Q ending 2025-12-31
Change
+1.6% QoQ · +8578.2% YoY
Positions
103
reported holdings

Largest positions

Top 100 of 103 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Invesco Exchange Traded Fd TSPHQShares$46.9M624K
Invesco Exchange Traded Fd TXLGShares$42.3M775K
Ishares TrFLOTShares$36.0M707K
Ishares TrOEFShares$32.0M101K
Berkshire Hathaway Inc DelBRK/BShares$15.7M33K
Vaneck Etf TrustFLTRShares$14.7M576K
Nvidia CorporationNVDAShares$8.8M50K
Bwx Technologies IncBWXTShares$7.3M36K
Marathon Pete CorpMPCShares$7.2M29K
Apple IncAAPLShares$6.1M24K
Spdr Index Shs FdsFEZShares$4.4M70K
Ishares TrMCHIShares$4.3M76K
Sprott Asset Management LpCEFShares$3.9M81K
Ea Series TrustSTXGShares$3.2M69K
Proshares TrTQQQShares$3.2M76K
Spdr Series TrustSPYVShares$2.9M51K
Amazon Com IncAMZNShares$2.7M13K
Alphabet IncGOOGShares$2.1M7K
Salesforce IncCRMShares$2.0M11K
Ea Series TrustSHOCShares$2.0M27K
Chubb Ltd SwitzShares$1.9M6K
Taiwan Semiconductor ManufacTSMShares$1.8M5K
Chevron CorporationCVXShares$1.7M8K
Dell Technologies IncDELLShares$1.6M10K
Bristol-Myers Squibb CoBMYShares$1.5M25K
Intercontinental Exchange InICEShares$1.5M10K
IntuitINTUShares$1.4M3K
Microsoft CorpMSFTShares$1.4M4K
S&P Global IncSPGIShares$1.3M3K
Fidelity Greenwood Street TrFHEQShares$1.2M42K
Global X FdsMLPAShares$1.2M22K
Automatic Data Processing InADPShares$1.2M6K
Eog Res IncEOGShares$1.2M8K
Cme Group IncCMEShares$1.1M4K
Mastercard IncorporatedMAShares$1.1M2K
Alphabet IncGOOGLShares$1.1M4K
Fidelity Wise Origin BitcoinFBTCShares$1.0M17K
Tesla IncTSLAShares$1.0M3K
Ishares TrIJHShares$935K14K
Broadcom IncAVGOShares$894K3K
Nextera Energy IncNEEShares$881K9K
Ishares TrIWFShares$878K2K
Realty Income CorpOShares$863K14K
Select Sector Spdr TrXLEShares$859K14K
Wp Carey IncWPCShares$856K13K
American Wtr Wks Co Inc NewAWKShares$856K6K
Novo-Nordisk A SNVOShares$849K23K
Schwab Strategic TrSCHDShares$815K27K
Exxon Mobil CorpXOMShares$803K5K
Brookfield Asset Managmt LtdBAMShares$789K18K
American Tower CorpAMTShares$776K4K
Hunt J B Trans Svcs IncJBHTShares$757K4K
Powell Inds IncPOWLShares$743K1K
Home Depot IncHDShares$723K2K
Merck & Co IncMRKShares$692K6K
Profesionally Managed PortfoAKREShares$674K13K
Phillips 66PSXShares$662K4K
SempraSREShares$609K6K
Fidelity Covington TrustFSTAShares$602K12K
Fidelity Covington TrustFMDEShares$594K17K
Walmart IncWMTShares$588K5K
Fidelity Covington TrustFUTYShares$584K10K
Micron Technology IncMUShares$568K2K
Relx PlcRELXShares$552K17K
Lockheed Martin CorpLMTShares$544K900
Medical Properties Trust IncMPTShares$542K117K
Amcor PlcShares$520K13K
Allstate CorpALLShares$514K2K
Ishares TrDGROShares$466K7K
Vanguard Specialized FundsVIGShares$461K2K
Eli Lilly & CoLLYShares$451K490
Jpmorgan Chase & CoJPMShares$437K1K
Fidelity Covington TrustFHLCShares$424K6K
Enbridge IncENBShares$415K8K
Vanguard Index FdsVTIShares$409K1K
Oracle CorpORCLShares$404K3K
Vanguard Index FdsVOOShares$397K664
Oneok Inc NewOKEShares$388K4K
Cisco Sys IncCSCOShares$370K5K
Keurig Dr Pepper IncKDPShares$363K14K
Intel CorpINTCShares$339K8K
Select Sector Spdr TrXLUShares$335K7K
Spdr Series TrustXBIShares$333K3K
Costco Wholesale CorporationCOSTShares$292K293
Palantir Technologies IncPLTRShares$275K2K
Clorox Co DelCLXShares$275K3K
Pepsico IncPEPShares$267K2K
Meta Platforms IncMETAShares$265K463
Netflix Inc.NFLXShares$256K3K
Qualcomm IncQCOMShares$255K2K
Rtx CorporationRTXShares$251K1K
Wells Fargo & CoWFCShares$250K3K
Fidelity Covington TrustFRELShares$246K9K
Ishares TrHEFAShares$244K6K
Verizon Communications IncVZShares$242K5K
Ishares TrTLHShares$225K2K
Vaneck Etf TrustGDXShares$213K2K
Duke Energy Corp NewDUKShares$212K2K
Spdr Index Shs FdsSPDWShares$210K5K
Sprott Fds TrSLVRShares$207K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.