SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Dentgroup LLC

CIK 0001867570 · 301 MAIN STREET, SUITE 1502, BATON ROUGE, LA, 70801 · 225-922-9955

Reported Value
$116M
Q4 2022
Positions
104
Filings on Record
17
2019–present window
Filed
Jan 9, 2023
original filing

Summary

Dentgroup LLC reported $116M in U.S.-listed holdings across 104 positions for Q4 2022.

The portfolio is heavily concentrated: ACWX alone accounts for 45.5% of reported value.

Compared with Q3 2022, the fund opened 16 new positions and exited 1.

Portfolio Metrics

Turnover
+1.1%
vs prior filed quarter
Top-10 Concentration
+88.7%
share of reported value
Largest Position
+45.5%
Ishares Tr
New / Exited
16 / 1
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 ’21: $106MQ4 ’21Q1 ’22: $104MQ2 ’22: $90MQ3 ’22: $100MQ3 ’22Q4 ’22: $116MQ1 ’23: $125MQ2 ’23: $138MQ2 ’23Q3 ’23: $136MQ4 ’23: $113MQ1 ’24: $121MQ1 ’24Q2 ’24: $124MQ3 ’24: $134MQ4 ’24: $131MQ4 ’24Q1 ’25: $133MQ2 ’25: $144MQ3 ’25: $155MQ3 ’25Q4 ’25: $146Mfilingsflow.com

Portfolio Composition

By security type
ETP: 88.3%Common Stock: 11.4%Other: 0.2%
  • ETP · 88.3% · $102M
  • Common Stock · 11.4% · $13M
  • Other · 0.2% · $279,183

Quarter-over-Quarter Changes full breakdown →

vs Q3 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
IDVISHARES TRNEW+22.6K22.6K+$615,170$615,170
COMTISHARES U S ETF TRNEW+20.0K20.0K+$563,344$563,344
IYWISHARES TRNEW+5.4K5.4K+$400,569$400,569
TLHISHARES TRNEW+3.7K3.7K+$397,653$397,653
MTUMISHARES TRNEW+2.4K2.4K+$352,516$352,516
MBBISHARES TRNEW+3.4K3.4K+$314,038$314,038
EEMVISHARES INCNEW+5.4K5.4K+$285,025$285,025
SHYGISHARES TRNEW+6.5K6.5K+$266,734$266,734

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

Holdings — Q4 2022

39 positions
#IssuerClass% PortfolioValueShares
1ACWXISHARES TRMSCI ACWI EX US · U.S. ENERGY ETF · CORE S&P500 ETF · MORNINGSTAR VALU · MORNINGSTAR GRWT · RUS 1000 GRW ETF · ESG AWR MSCI USA · CORE US AGGBD ET · RUS MD CP GR ETF · US HLTHCARE ETF · GLOBAL TECH ETF · MSCI EAFE ETF · S&P 500 GRWT ETF · S&P 100 ETF · SP SMCP600VL ETF · MSCI EMG MKT ETF · MSCI INTL VLU FT · EUROPE ETF · MORNINGSTR US EQ · RUS MDCP VAL ETF · CORE TOTAL USD · EAFE VALUE ETF · MSCI ACWI ETF · INTL SEL DIV ETF · RUS 2000 VAL ETF · RUS 2000 GRW ETF · MODERT ALLOC ETF · CORE S&P SCP ETF · ESG AW MSCI EAFE · ESG MSCI LEADR · CORE S&P MCP ETF · S&P MC 400GR ETF · MSCI USA ESG SLC · EAFE GRWTH ETF · U.S. TECH ETF · 10-20 YR TRS ETF · ESG MSCI USA ETF · MSCI USA MMENTM · FLTG RATE NT ETF · MBS ETF · 20 YR TR BD ETF · 0-5YR HI YL CP · MSCI USA MIN VOL · ESG ADV TTL USD · CORE HIGH DV ETF · ESG EAFE ETF · 7-10 YR TRSY BD · SELECT DIVID ETF45.52%$53M811.2K
2VUGVANGUARD INDEX FDSGROWTH ETF · VALUE ETF · SML CP GRW ETF · SMALL CP ETF · SM CP VAL ETF · MCAP VL IDXVIP · LARGE CAP ETF · MCAP GR IDXVIP · MID CAP ETF19.95%$23M136.0K
3SPYMSPDR SER TRPORTFOLIO S&P500 · PORTFLI INTRMDIT5.33%$6M174.0K
4VEUVANGUARD INTL EQUITY INDEX FALLWRLD EX US · FTSE EMR MKT ETF · FTSE PACIFIC ETF · FTSE EUROPE ETF3.86%$4M95.0K
5VIGVANGUARD SPECIALIZED FUNDShistory →DIV APP ETF3.51%$4M26.8K
6EXMOCEXXON MOBIL CORPhistory →COM2.84%$3M29.8K
7VHTVANGUARD WORLD FDSHEALTH CAR ETF · CONSUM DIS ETF · MATERIALS ETF · ENERGY ETF2.50%$3M14.7K
8SPDR INDEX SHS FDSGLB NAT RESRCE1.92%$2M38.9K
9HDHOME DEPOT INChistory →COM1.65%$2M6.0K
10VYMVANGUARD WHITEHALL FDSHIGH DIV YLD · INTL DVD ETF1.60%$2M19.6K
11VEAVANGUARD TAX-MANAGED FDShistory →VAN FTSE DEV MKT1.12%$1M30.8K
12MSFTMICROSOFT CORPCOM0.96%$1M4.6K
13HWCHANCOCK WHITNEY CORPORATIONCOM0.89%$1M21.2K
14AAPLAPPLE INCCOM0.69%$805,4196.2K
15COMTISHARES U S ETF TRGSCI CMDTY STGY · BLOOMBERG ROLL0.66%$769,71923.8K
16UNHUNITEDHEALTH GROUP INCCOM0.54%$627,8061.2K
17AJGGALLAGHER ARTHUR J & COCOM0.52%$606,8093.2K
18EPPISHARES INCMSCI PAC JP ETF · MSCI EMERG MRKT0.50%$584,54612.4K
19SPYSPDR S&P 500 ETF TRTR UNIT0.46%$534,4111.4K
20MCDMCDONALDS CORPCOM0.37%$432,1891.6K
21AMZNAMAZON COM INCCOM0.33%$377,0764.5K
22EELVINVESCO EXCH TRADED FD TR IIS&P EMRNG MKTS0.32%$368,45916.0K
23BLACKROCK ETF TRUSTUS CARBON TRANS0.31%$364,7278.6K
24AFLAFLAC INCCOM0.31%$361,4805.0K
25LMTLOCKHEED MARTIN CORPCOM0.30%$353,026726
26UNPUNION PAC CORPCOM0.29%$338,3521.6K
27MGKVANGUARD WORLD FDMEGA GRWTH IND0.28%$327,6401.9K
28DISDISNEY WALT COCOM0.28%$326,8453.8K
29VOOGVANGUARD ADMIRAL FDS INC500 GRTH IDX F0.25%$284,5441.3K
30CAMBRIDGE BANCORPCOM0.24%$279,1833.4K
31CATCATERPILLAR INCCOM0.24%$277,2981.2K
32QQQINVESCO QQQ TRUNIT SER 10.23%$270,4491.0K
33GDGENERAL DYNAMICS CORPCOM0.23%$269,9441.1K
34INTCINTEL CORPCOM0.21%$245,4789.3K
35KOCOCA COLA COCOM0.19%$224,8293.5K
36CVXCHEVRON CORP NEWCOM0.19%$224,0041.2K
37JPMJPMORGAN CHASE & COCOM0.18%$209,3631.6K
38WMTWALMART INCCOM0.18%$207,8851.5K
39PGENPRECIGEN INCCOM0.02%$17,63411.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2025$146M93Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$155M94Oct 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$144M89Jul 2, 202513F-HRchanges · EDGAR ↗
Q1 2025$133M83Apr 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$131M80Jan 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$134M82Oct 2, 202413F-HRchanges · EDGAR ↗
Q2 2024$124M81Jul 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$121M77Apr 3, 202413F-HRchanges · EDGAR ↗
Q4 2023$113M87Jan 2, 202413F-HRchanges · EDGAR ↗
Q3 2023$136M108Oct 10, 202313F-HRchanges · EDGAR ↗
Q2 2023$138M107Jul 6, 202313F-HRchanges · EDGAR ↗
Q1 2023$125M104Apr 19, 202313F-HRchanges · EDGAR ↗
Q4 2022$116M104Jan 9, 202313F-HRchanges · EDGAR ↗
Q3 2022$100M90Oct 12, 202213F-HRchanges · EDGAR ↗
Q2 2022$90M82Jul 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$104M84May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$106M82Jan 18, 202213F-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 ↗.