Demars Financial Group, LLC

CIK 0001723115 • 6 13F filings • Apr 18, 2025 – Jul 21, 2026

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Filer information

Filed by: Demars Financial Group, LLC, MR
Address: 420 N EVERGREEN RD, STE 300, SPOKANE VALLEY, WA, 99216
Phone: 5095369556
AUM: $298.8M

AUM over time

$360.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $298.8M88 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$253K	0.1%Prev: 0.1%	2,019 SH	Decreased
ALPHABET INC	CAP STK CL A	$1.2M	0.4%Prev: 0.3%	3,708 SH	Increased
ALPHABET INC	CAP STK CL C	$2.2M	0.7%Prev: 0.6%	6,930 SH	Increased-20 SH
AMAZON COM INC	COM	$2.3M	0.8%Prev: 0.8%	9,996 SH	Decreased-958 SH
AMCOR PLC	ORD	$488K	0.2%Prev: 0.1%	58,501 SH	Increased+25,475 SH
AMERICAN TOWER CORP NEW	COM	$559K	0.2%Prev: 0.1%	3,182 SH	Increased+1,142 SH
AMERICAN WTR WKS CO INC NEW	COM	$670K	0.2%Prev: 0.2%	5,136 SH	Increased+672 SH
APPLE INC	COM	$6.4M	2.2%Prev: 2.2%	23,697 SH	Decreased-1,692 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$16.9M	5.6%Prev: 5.6%	33,540 SH	Increased+1,558 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.4M	0.5%Prev: 0.4%	26,579 SH	Increased+1,207 SH
BROADCOM INC	COM	$401K	0.1%Prev: 0.1%	1,158 SH	Increased+123 SH
BWX TECHNOLOGIES INC	COM	$6.4M	2.1%Prev: 2.3%	37,038 SH	Decreased+695 SH
CHEVRON CORP NEW	COM	$1.3M	0.4%Prev: 0.4%	8,256 SH	Decreased+150 SH
CHUBB LIMITED	COM	$1.7M	0.6%Prev: 0.5%	5,487 SH	Increased+85 SH
CME GROUP INC	COM	$847K	0.3%Prev: 0.3%	3,100 SH	Increased+64 SH
COSTCO WHSL CORP NEW	COM	$206K	0.1%Prev: 0.1%	239 SH	Decreased+4 SH
DELL TECHNOLOGIES INC	CL C	$558K	0.2%Prev: 0.2%	4,434 SH	Increased+852 SH
EA SERIES TRUST	STRIVE 1000 GRWT	$2.7M	0.9%Prev: 0.9%	52,954 SH	Increased+2,653 SH
EA SERIES TRUST	STRIVE US SEMICO	$993K	0.3%Prev: 0.3%	14,466 SH	Increased-335 SH
ELI LILLY & CO	COM	$511K	0.2%Prev: 0.1%	475 SH	Increased-88 SH
ENBRIDGE INC	COM	$404K	0.1%Prev: 0.2%	8,453 SH	Decreased-540 SH
EOG RES INC	COM	$689K	0.2%Prev: 0.2%	6,565 SH	Decreased+197 SH
EXXON MOBIL CORP	COM	$510K	0.2%Prev: 0.2%	4,239 SH	Increased
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$585K	0.2%Prev: 0.3%	11,891 SH	Decreased-2,868 SH
FIDELITY COVINGTON TRUST	ENHANCED MID	$600K	0.2%Prev: 0.2%	16,482 SH	Increased+44 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$450K	0.2%Prev: 0.2%	6,060 SH	Decreased-1,906 SH
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$250K	0.1%Prev: 0.1%	9,304 SH	Decreased-324 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$547K	0.2%Prev: 0.2%	9,905 SH	Decreased-1,253 SH
FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$1.9M	0.6%Prev: 0.6%	60,467 SH	Increased+2,634 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$696K	0.2%Prev: 0.3%	9,128 SH	Decreased+1,419 SH
FIRST SOLAR INC	COM	$923K	0.3%Prev: 0.3%	3,532 SH	Increased-282 SH
FISERV INC	COM	$335K	0.1%Prev: 0.2%	4,989 SH	Decreased+639 SH
GLOBAL X FDS	GLBL X MLP ETF	$870K	0.3%Prev: 0.2%	17,974 SH	Increased+3,961 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$211K	0.1%Prev: 0.1%	5,442 SH	Decreased
HOME DEPOT INC	COM	$771K	0.3%Prev: 0.3%	2,240 SH	Decreased-14 SH
HUNT J B TRANS SVCS INC	COM	$695K	0.2%Prev: 0.2%	3,575 SH	Increased
INTEL CORP	COM	$279K	0.1%	7,550 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$582K	0.2%Prev: 0.2%	3,596 SH	Decreased+85 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$47.1M	15.8%Prev: 15.3%	795,098 SH	Increased+27,593 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$48.0M	16.1%Prev: 15.5%	639,632 SH	Increased+28,275 SH
ISHARES TR	CORE DIV GRWTH	$474K	0.2%Prev: 0.2%	6,834 SH	Increased-78 SH
ISHARES TR	CORE S&P MCP ETF	$915K	0.3%Prev: 0.3%	13,868 SH	Decreased-288 SH
ISHARES TR	FLTG RATE NT ETF	$36.4M	12.2%Prev: 13.2%	716,465 SH	Decreased-28,639 SH
ISHARES TR	HDG MSCI EAFE	$237K	0.1%Prev: 0.1%	5,734 SH	Increased
ISHARES TR	MSCI CHINA ETF	$4.9M	1.6%Prev: 1.8%	82,054 SH	Decreased+2,885 SH
ISHARES TR	RUS 1000 GRW ETF	$1.0M	0.3%Prev: 0.3%	2,113 SH	Increased+80 SH
ISHARES TR	S&P 100 ETF	$35.6M	11.9%Prev: 11.5%	103,910 SH	Increased+3,828 SH
JPMORGAN CHASE & CO.	COM	$479K	0.2%Prev: 0.2%	1,486 SH	Increased
LOCKHEED MARTIN CORP	COM	$439K	0.1%Prev: 0.2%	908 SH	Decreased-38 SH
MARATHON PETE CORP	COM	$4.9M	1.6%Prev: 2.0%	30,223 SH	Decreased+954 SH
MASTERCARD INCORPORATED	CL A	$1.3M	0.4%Prev: 0.4%	2,206 SH	Increased-2 SH
MEDICAL PPTYS TRUST INC	COM	$520K	0.2%Prev: 0.2%	103,929 SH	Increased+1,598 SH
MERCK & CO INC	COM	$601K	0.2%Prev: 0.2%	5,713 SH	Increased-130 SH
META PLATFORMS INC	CL A	$294K	0.1%Prev: 0.1%	446 SH	Decreased+41 SH
MICRON TECHNOLOGY INC	COM	$395K	0.1%Prev: 0.1%	1,383 SH	Increased-547 SH
MICROSOFT CORP	COM	$1.8M	0.6%Prev: 0.7%	3,713 SH	Decreased+34 SH
MODINE MFG CO	COM	$204K	0.1%Prev: 0.1%	1,529 SH	Decreased-121 SH
NETFLIX INC	COM	$249K	0.1%Prev: 0.1%	2,658 SH	Decreased+2,405 SH
NEXTERA ENERGY INC	COM	$750K	0.3%Prev: 0.2%	9,342 SH	Increased+187 SH
NOVO-NORDISK A S	ADR	$980K	0.3%Prev: 0.3%	19,269 SH	Increased+2,930 SH
NVIDIA CORPORATION	COM	$9.3M	3.1%Prev: 3.2%	49,809 SH	Decreased-131 SH
PALANTIR TECHNOLOGIES INC	CL A	$237K	0.1%Prev: 0.1%	1,333 SH	Decreased
PAYPAL HLDGS INC	COM	$406K	0.1%Prev: 0.1%	6,956 SH	Increased+2,170 SH
PEPSICO INC	COM	$941K	0.3%Prev: 0.3%	6,558 SH	Increased-135 SH
PHILLIPS 66	COM	$469K	0.2%Prev: 0.2%	3,635 SH	Decreased-335 SH
POWELL INDS INC	COM	$1.1M	0.4%Prev: 0.4%	3,371 SH	Increased-154 SH
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$835K	0.3%	12,749 SH	New
PROSHARES TR	ULTRAPRO QQQ	$3.9M	1.3%Prev: 1.2%	73,570 SH	Increased+39,876 SH
REALTY INCOME CORP	COM	$737K	0.2%Prev: 0.2%	13,072 SH	Increased+1,336 SH
RTX CORPORATION	COM	$238K	0.1%Prev: 0.1%	1,299 SH	Increased
SALESFORCE INC	COM	$1.2M	0.4%Prev: 0.3%	4,548 SH	Increased+784 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$909K	0.3%Prev: 0.3%	33,122 SH	Decreased-1,363 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$654K	0.2%	14,627 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$332K	0.1%	7,771 SH	New
SEMPRA	COM	$553K	0.2%Prev: 0.2%	6,266 SH	Decreased
SPDR INDEX SHS FDS	EURO STOXX 50	$4.7M	1.6%Prev: 1.5%	73,744 SH	Increased+3,290 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$204K	0.1%	4,602 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.2M	1.1%	52,874 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$3.6M	1.2%Prev: 1.0%	78,665 SH	Increased-3,547 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.4M	0.5%Prev: 0.4%	4,534 SH	Increased+9 SH
TESLA INC	COM	$1.2M	0.4%Prev: 0.3%	2,569 SH	Increased+403 SH
VANECK ETF TRUST	IG FLOATING RATE	$13.3M	4.4%Prev: 4.5%	521,713 SH	Increased+14,081 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$416K	0.1%	664 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$324K	0.1%	966 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$484K	0.2%Prev: 0.1%	2,201 SH	Increased+461 SH
WALMART INC	COM	$481K	0.2%Prev: 0.2%	4,321 SH	Increased
WELLS FARGO CO NEW	COM	$282K	0.1%Prev: 0.1%	3,024 SH	Increased
WP CAREY INC	COM	$639K	0.2%Prev: 0.2%	9,935 SH	Decreased-16 SH

Sold (vs prior filing)

ALEXANDRIA REAL ESTATE EQ IN — $403K
DIAMONDBACK ENERGY INC — $290K
EA SERIES TRUST — $222K
EA SERIES TRUST — $248K
INVESCO QQQ TR — $293K
ISHARES GOLD TR — $213K
JABIL INC — $242K
MEDTRONIC PLC — $212K
PROCTER AND GAMBLE CO — $235K
SELECT SECTOR SPDR TR — $679K
SELECT SECTOR SPDR TR — $340K
SPDR SERIES TRUST — $2.8M
SPDR SERIES TRUST — $282K
WISDOMTREE TR — $209K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0001723115-26-000001	$298.8M	View
Oct 30, 2025	Q3 2025	13F-HR	0001723115-25-000007	$288.6M	View
Jul 21, 2026	Q2 2026