CSP Financial Group, LLC

CIK 2111080 · View on SEC EDGAR ↗

Portfolio value
$117.3M
#8,076 of 9,443 by 13F value · top 85.5%
Positions
24
As of
June 30, 2026

Portfolio value QoQ: +20.1% 13F does not disclose cash

Top 10 holdings weight
88.09%
Top 25 holdings weight
100.00%
Positions above 1%
16
Effective number of positions
6.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.11% Est. buys $9,569,399 · sells $119,314

New positions
4
Increased
18
Decreased
2
Closed
0
On this page

Sector breakdown

Technology
0.8%
Retail
0.3%
Other/Unmapped
98.9%

Full portfolio 24 positions

Type Streak 8Q trend
DFAC $41,043,746 34.98% 925,242 $7,060,529 Up ×1
DFSV $10,955,708 9.34% 282,436 $1,660,686 Up ×1
DUHP $10,735,463 9.15% 257,260 $2,127,669 Up ×1
DFIC $9,876,958 8.42% 265,082 $1,610,860 Up ×1
DFGP Dimensional Global Core Plus Fixed Income ETF $9,053,064 7.72% 166,233 $899,792 Up ×1
DGCB Dimensional Global Credit ETF $5,583,281 4.76% 102,127 $408,509 Up ×1
DFAU $5,507,682 4.69% 106,552 $598,473 Down ×1
DFEM $4,073,473 3.47% 100,233 $944,661 Up ×1
DIHP $3,296,808 2.81% 96,610 $566,330 Up ×1
DISV $3,241,040 2.76% 80,764 $438,159 Up ×1
DEHP $2,139,826 1.82% 50,031 $628,524 Up ×1
DFEV $2,087,458 1.78% 48,924 $537,353 Up ×1
DFGR $1,904,961 1.62% 65,756 $298,778 Up ×1
VTI $1,547,711 1.32% 4,183 $203,265 Down ×1
DFAI $1,412,538 1.20% 34,243 $112,472 Up ×1
DFSD $1,170,171 1.00% 24,506 $46,864 Up ×1
DFCF $980,057 0.84% 23,219 $41,889 Up ×1
DFAE $704,335 0.60% 17,516 $121,206 Up ×1
DFGX Dimensional Global ex US Core Fixed Income ETF $488,925 0.42% 9,123 $31,734 Up ×1
NVDA NVIDIA Corporation - Common Stock $383,953 0.33% 1,919 Up ×1
AAPL Apple Inc. - Common Stock $366,081 0.31% 1,265 Up ×1
AMZN Amazon.com, Inc. - Common Stock $327,956 0.28% 1,376 Up ×1
MSFT Microsoft Corporation - Common Stock $245,304 0.21% 658 Up ×1
DUSB $215,995 0.18% 4,254 $2,257 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
NVDA $383,953 1,919 0.33%
AAPL $366,081 1,265 0.31%
AMZN $327,956 1,376 0.28%
MSFT $245,304 658 0.21%

Top movers (QoQ)

Security Action Shares Δ Value Δ
DFAC Bought more +51K +$7.1M
DUHP Bought more +23K +$2.1M
DFSV Bought more +17K +$1.7M
DFIC Bought more +32K +$1.6M
DFEM Bought more +10K +$945K
DFGP Bought more +15K +$900K
DEHP Bought more +5K +$629K
DFAU Trimmed -2K +$598K
DIHP Bought more +12K +$566K
DFEV Bought more +6K +$537K