Demars Financial Group, LLC
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$303.7M
Holdings
103
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPHQ
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 639.6k shares)
15.4%
02
$XLG
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 795.1k shares)
13.9%
03
$FLOT
ISHARES TR
Q1 2026: Exited (was 716.5k shares)
11.9%
04
$OEF
ISHARES TR
Q1 2026: Exited (was 103.9k shares)
10.5%
05
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 87.0% (33.5k → 4.4k shares)
5.2%
06
$FLTR
VANECK ETF TRUST
Q1 2026: Exited (was 521.7k shares)
4.8%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 70.6% (49.8k → 14.6k shares)
2.9%
08
$BWXT
BWX TECHNOLOGIES INC
Q1 2026: Exited (was 37.0k shares)
2.4%
09
$MPC
MARATHON PETE CORP
Q1 2026: Exited (was 30.2k shares)
2.4%
10
$AAPL
APPLE INC
Q1 2026: Increased +64.7% (23.7k → 39.0k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:19 UTC.