SEC 13F Intelligence

Managers / Q3 2020 · view latest →

Demars Financial Group, LLC

CIK 0001723115 · 420 N EVERGREEN RD, STE 300, SPOKANE VALLEY, WA, 99216 · 509-536-9556

Reported Value
$131M
Q3 2020
Positions
62
Filings on Record
27
2019–present window
Filed
Oct 21, 2020
original filing

Summary

Demars Financial Group, LLC reported $131M in U.S.-listed holdings across 62 positions for Q3 2020.

The portfolio is heavily concentrated: IYF alone accounts for 41.3% of reported value.

Compared with Q2 2020, the fund opened 3 new positions and exited 256.

Portfolio Metrics

Turnover
+5.7%
vs prior filed quarter
Top-10 Concentration
+77.7%
share of reported value
Largest Position
+41.3%
Ishares Tr
New / Exited
3 / 256
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $111MQ4 ’19Q1 ’20: $96MQ2 ’20: $127MQ3 ’20: $131MQ3 ’20Q4 ’20: $141MQ1 ’21: $149MQ2 ’21: $166MQ2 ’21Q3 ’21: $170MQ4 ’21: $189MQ1 ’22: $199MQ1 ’22Q2 ’22: $176MQ3 ’22: $168MQ4 ’22: $181MQ4 ’22Q1 ’23: $181MQ2 ’23: $180MQ3 ’23: $175MQ3 ’23Q4 ’23: $187MQ1 ’24: $203MQ2 ’24: $209MQ2 ’24Q3 ’24: $219MQ1 ’25: $3MQ3 ’25: $289MQ3 ’25Q4 ’25: $299MQ1 ’26: $304Mfilingsflow.com

Portfolio Composition

By security type
ETP: 59.7%Common Stock: 36.8%REIT: 3.1%Closed-End Fund: 0.4%
  • ETP · 59.7% · $78M
  • Common Stock · 36.8% · $48M
  • REIT · 3.1% · $4M
  • Closed-End Fund · 0.4% · $575,000

Quarter-over-Quarter Changes full breakdown →

vs Q2 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPROTT PHYSICAL GOLD & SILVENEW+31.4K31.4K+$575,000$575,000
BROOKFIELD ASSET MGMT INCNEW+00+$0$0
ISHARES INCNEW+00+$0$0
ISHARES TRSOLD OUT258.9K0$287,000$0
EXMOCEXXON MOBIL CORPSOLD OUT57.8K0$259,000$0
ISHARES TRSOLD OUT1.6K0$186,000$0
AVAAVISTA CORPSOLD OUT493.0K0$179,000$0
VANGUARD SCOTTSDALE FDSSOLD OUT2.1K0$174,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2020

47 positions
#IssuerClass% PortfolioValueShares
1IYFISHARES TRCR 5 10 YR ETF · 0-5YR INVT GR CP · RUS 1000 GRW ETF · CORE DIV GRWTH · FLTG RATE NT ETF · U.S. FINLS ETF · US INDUSTRIALS · CORE S&P MCP ETF · CORE US AGGBD ET · IBOXX INV CP ETF41.35%$54M870.1K
2FIDELITY COVINGTON TRUSTMSCI HLTH CARE I · MSCI UTILS INDEX · MSCI RL EST ETF · MSCI CONSM DIS · MSCI INFO TECH I · MSCI COMMNTN SVC · CONSMR STAPLES13.43%$18M418.5K
3NVDANVIDIA CORPORATIONhistory →COM4.40%$6M10.7K
4AAPLAPPLE INChistory →COM3.24%$4M36.7K
5MAMASTERCARD INCORPORATEDhistory →CL A3.09%$4M12.0K
6MRKMERCK & CO. INChistory →COM2.69%$4M42.6K
7FQIDIGITAL RLTY TR INChistory →COM2.67%$4M23.9K
8MSFTMICROSOFT CORPhistory →COM2.60%$3M16.2K
9LNTALLIANT ENERGY CORPhistory →COM2.14%$3M54.3K
10DGDOLLAR GEN CORP NEWhistory →COM2.09%$3M13.1K
11ABTABBOTT LABShistory →COM2.09%$3M25.2K
12VANECK VECTORS ETF TRINVT GRADE FLTG1.95%$3M101.5K
13PEPPEPSICO INChistory →COM1.80%$2M17.1K
14CERNCHFCERNER CORPhistory →COM1.71%$2M31.1K
15NDQINVESCO QQQ TRhistory →UNIT SER 11.30%$2M6.1K
16HDHOME DEPOT INChistory →COM1.13%$1M5.4K
17BACVERIZON COMMUNICATIONS INChistory →COM1.13%$1M25.0K
18WMTWALMART INCCOM0.94%$1M8.8K
19PGPROCTER AND GAMBLE COCOM0.88%$1M8.3K
20GOOGLALPHABET INCCAP STK CL A0.83%$1M742
21ICEINTERCONTINENTAL EXCHANGE INCOM0.73%$962,0009.6K
22SSGA ACTIVE ETF TRSPDR TR TACTIC0.68%$893,00018.1K
23DUKDUKE ENERGY CORP NEWCOM NEW0.62%$809,0009.1K
24NOCNORTHROP GRUMMAN CORPCOM0.61%$796,0002.5K
25CA8ACACI INTL INCCL A0.46%$605,0002.8K
26SPROTT PHYSICAL GOLD & SILVETR UNIT0.44%$575,00031.4K
27TAT&T INCCOM0.42%$550,00019.3K
28VANGUARD SCOTTSDALE FDSINT-TERM CORP0.40%$528,0005.5K
29SCHWAB STRATEGIC TRUS DIVIDEND EQ0.39%$510,0009.2K
30JBHTHUNT J B TRANS SVCS INCCOM0.35%$463,0003.7K
31UPSUNITED PARCEL SERVICE INCCL B0.35%$455,0002.7K
32CVSCVS HEALTH CORPCOM0.29%$386,0006.6K
33PYPLPAYPAL HLDGS INCCOM0.26%$335,0001.7K
34ABBVABBVIE INCCOM0.26%$335,0003.8K
35FDXFEDEX CORPCOM0.24%$318,0001.3K
36QCOMQUALCOMM INCCOM0.21%$279,0002.4K
37BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.21%$275,0001.3K
38IRON MTN INC NEWCOM0.19%$255,0009.5K
39VANGUARD SPECIALIZED FUNDSDIV APP ETF0.19%$248,0001.9K
40GISGENERAL MLS INCCOM0.18%$239,0003.9K
41KRKROGER COCOM0.18%$237,0007.0K
42MKTXMARKETAXESS HLDGS INCCOM0.18%$234,000485
43HSYHERSHEY COCOM0.18%$233,0001.6K
44ENBENBRIDGE INCCOM0.16%$208,0007.1K
45MPTMEDICAL PPTYS TRUST INCCOM0.15%$194,00011.0K
46ARCCARES CAPITAL CORPCOM0.11%$145,00010.4K
47ARCPEURVEREIT INCCOM0.10%$133,00020.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$304M103Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$299M89Jan 22, 202613F-HRchanges · EDGAR ↗
Q3 2025$289M94Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025Under review85Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$3M72Apr 18, 202513F-HRchanges · EDGAR ↗
Q4 2024Under review70Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$219M67Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$209M67Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$203M68Apr 24, 202413F-HRchanges · EDGAR ↗
Q4 2023$187M65Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$175M73Oct 18, 202313F-HRchanges · EDGAR ↗
Q2 2023$180M72Jul 20, 202313F-HRchanges · EDGAR ↗
Q1 2023$181M73Apr 20, 202313F-HRchanges · EDGAR ↗
Q4 2022$181M69Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$168M64Oct 21, 202213F-HRchanges · EDGAR ↗
Q2 2022$176M74Jul 22, 202213F-HRchanges · EDGAR ↗
Q1 2022$199M87Apr 27, 202213F-HRchanges · EDGAR ↗
Q4 2021$189M88Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$170M84Oct 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$166M85Jul 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$149M80Apr 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$141M69Jan 25, 202113F-HRchanges · EDGAR ↗
Q3 2020$131M62Oct 21, 202013F-HRchanges · EDGAR ↗
Q2 2020$127M319Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$96M52Apr 27, 202013F-HRchanges · EDGAR ↗
Q4 2019$111M45Feb 13, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.