DMC Group, LLC — 13F holdings

DMC Group, LLC reported 128 holdings worth $146M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

  1. AAPL APPLE INC — $14.8M (10.1%)
  2. AGG ISHARES TR — $5.87M (4.0%)
  3. BWZ SPDR SERIES TRUST — $5.33M (3.7%)
  4. AMD ADVANCED MICRO DEVICES INC — $4.24M (2.9%)
  5. IGSB ISHARES TR — $4.05M (2.8%)
  6. IGOV ISHARES TR — $3.77M (2.6%)
  7. INTC Intel Corp — $3.76M (2.6%)
  8. GOOGL ALPHABET INC — $3.44M (2.4%)
  9. IGIB ISHARES TR — $3.37M (2.3%)
  10. MSFT MICROSOFT CORP — $3.23M (2.2%)