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PREMIER FINANCIAL GROUP 13F portfolio summary

PREMIER FINANCIAL GROUP of PREMIER FINANCIAL GROUP has 233 current stock holdings with a reported portfolio value of $497.3M. The portfolio 1 year return is +22.29%. Top holdings include DFAS (19.51%), DFAT (16.63%), DFLV (9.05%), AAPL (8.05%), DFIV (7.62%).

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PREMIER FINANCIAL GROUP 13F Portfolio

PREMIER FINANCIAL GROUP
Latest SEC 13F filing: 2026-06-30

PREMIER FINANCIAL GROUP runs PREMIER FINANCIAL GROUP and currently holds 233 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $497.29M. Their top holdings are DFAS, DFAT, DFLV, AAPL, DFIV. The top five represent 60.9% of reported portfolio weight. PREMIER FINANCIAL GROUP ranks #911 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PREMIER FINANCIAL GROUP initiated 74 new positions. They added to 7 existing positions. They trimmed 12 positions. Their current best-performing preview position is XBI with returns of +23.57%.

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Top 5 Holdings
DFAS19.5%
DFAT16.6%
DFLV9.1%
AAPL8.0%
DFIV7.6%
Top 5: 60.9%
Portfolio Returns
1 Year
+22.29%
#579/1000
3 Year
+22.29%
#935/1000
5 Year
+22.29%
#930/1000

Portfolio Value

$497.29M

Alpha Score

20.8

#911 of 1000

Holdings

233

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PREMIER FINANCIAL GROUP Current 13F Holdings

Reported holdings from PREMIER FINANCIAL GROUP's latest SEC 13F filing, ranked by portfolio weight.

233 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
19.51%$63.82$78.35+22.77%
Trimmed
-0.34%
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
16.63%$54.06$67.30+24.49%
Trimmed
-0.32%
DFLV
DIMENSIONAL US LARGE CAPVALUE ETF
9.05%$31.05$40.88+31.66%
Trimmed
-0.05%
AAPL
APPLE INC
8.05%$289.36$336.68+16.35%
New Buy
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
7.62%$42.83$55.43+29.41%
Trimmed
-0.53%
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
6.27%$42.28$55.80+31.98%
Trimmed
-1.40%
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
6.23%$67.08$84.78+26.38%
Trimmed
-0.01%
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
5.96%$32.95$42.66+29.47%
Added
+0.24%
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
4.91%$29.69$40.01+34.76%
Trimmed
-1.24%
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
4.52%$35.65$42.61+19.52%
Trimmed
-1.13%

Showing 1-10 of 233