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: $260.4M85 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$316K	0.1%	2,321 SH	New
ALPHABET INC	CAP STK CL A	$558K	0.2%Prev: 0.4%	3,168 SH	Decreased-565 SH
ALPHABET INC	CAP STK CL C	$997K	0.4%Prev: 0.7%	5,619 SH	Decreased-1,565 SH
AMAZON COM INC	COM	$2.3M	0.9%Prev: 0.9%	10,362 SH	Decreased-2,456 SH
APPLE INC	COM	$5.1M	2.0%Prev: 2.0%	25,002 SH	Decreased+1,101 SH
AVISTA CORP	COM	$752K	0.3%	19,827 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.5M	5.6%Prev: 5.2%	29,849 SH	Decreased-3,007 SH
BLUE OWL CAPITAL CORPORATION	COM	$465K	0.2%	32,411 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$833K	0.3%Prev: 0.5%	17,988 SH	Decreased-7,448 SH
BWX TECHNOLOGIES INC	COM	$5.1M	2.0%Prev: 2.4%	35,748 SH	Decreased+198 SH
CHEVRON CORP NEW	COM	$1.2M	0.4%	8,106 SH	New
CHUBB LIMITED	COM	$1.7M	0.7%	5,909 SH	New
CME GROUP INC	COM	$713K	0.3%Prev: 0.4%	2,585 SH	Decreased-1,142 SH
COSTCO WHSL CORP NEW	COM	$232K	0.1%	235 SH	New
DIAMONDBACK ENERGY INC	COM	$340K	0.1%	2,472 SH	New
EA SERIES TRUST	STRIVE 1000 DIV	$214K	0.1%	6,156 SH	New
EA SERIES TRUST	STRIVE 1000 GRWT	$2.3M	0.9%Prev: 1.1%	50,896 SH	Decreased-17,774 SH
EA SERIES TRUST	STRIVE US ENERGY	$227K	0.1%	8,355 SH	New
EA SERIES TRUST	STRIVE US SEMICO	$771K	0.3%Prev: 0.6%	14,508 SH	Decreased-12,852 SH
ELEVANCE HEALTH INC	COM	$201K	0.1%	516 SH	New
ELI LILLY & CO	COM	$590K	0.2%Prev: 0.1%	757 SH	Increased+267 SH
ENBRIDGE INC	COM	$416K	0.2%Prev: 0.1%	9,189 SH	Increased+1,516 SH
EOG RES INC	COM	$715K	0.3%Prev: 0.4%	5,977 SH	Decreased-2,066 SH
EXXON MOBIL CORP	COM	$256K	0.1%Prev: 0.3%	2,372 SH	Decreased-2,358 SH
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$828K	0.3%Prev: 0.2%	16,193 SH	Increased+4,682 SH
FIDELITY COVINGTON TRUST	ENHANCED MID	$564K	0.2%Prev: 0.2%	16,387 SH	Decreased-140 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$514K	0.2%Prev: 0.1%	8,036 SH	Increased+2,004 SH
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$269K	0.1%Prev: 0.1%	9,942 SH	Increased+788 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$594K	0.2%Prev: 0.2%	11,284 SH	Increased+1,394 SH
FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$1.7M	0.7%Prev: 0.4%	59,274 SH	Increased+17,435 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$703K	0.3%Prev: 0.3%	7,478 SH	Decreased-9,924 SH
FIRST SOLAR INC	COM	$1.1M	0.4%	6,540 SH	New
GLOBAL X FDS	GLBL X MLP ETF	$639K	0.2%Prev: 0.4%	12,726 SH	Decreased-9,385 SH
HOME DEPOT INC	COM	$716K	0.3%Prev: 0.2%	1,953 SH	Decreased-247 SH
HUNT J B TRANS SVCS INC	COM	$513K	0.2%Prev: 0.2%	3,575 SH	Decreased
INTERCONTINENTAL EXCHANGE IN	COM	$602K	0.2%Prev: 0.5%	3,281 SH	Decreased-6,389 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$38.5M	14.8%Prev: 13.9%	738,447 SH	Decreased-36,597 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$40.8M	15.7%Prev: 15.4%	572,147 SH	Decreased-51,558 SH
INVESCO QQQ TR	UNIT SER 1	$319K	0.1%	579 SH	New
ISHARES TR	0-3 MNTH TREASRY	$510K	0.2%	5,069 SH	New
ISHARES TR	CORE DIV GRWTH	$442K	0.2%Prev: 0.2%	6,911 SH	Decreased+275 SH
ISHARES TR	CORE S&P MCP ETF	$887K	0.3%Prev: 0.3%	14,306 SH	Decreased+459 SH
ISHARES TR	FLTG RATE NT ETF	$39.0M	15.0%Prev: 11.9%	764,071 SH	Increased+56,677 SH
ISHARES TR	HDG MSCI EAFE	$227K	0.1%Prev: 0.1%	5,979 SH	Decreased+245 SH
ISHARES TR	MSCI CHINA ETF	$4.2M	1.6%Prev: 1.4%	75,782 SH	Decreased-81 SH
ISHARES TR	RUS 1000 GRW ETF	$889K	0.3%Prev: 0.3%	2,094 SH	Increased+35 SH
ISHARES TR	S&P 100 ETF	$30.3M	11.6%Prev: 10.5%	99,504 SH	Decreased-1,011 SH
JABIL INC	COM	$243K	0.1%	1,115 SH	New
JPMORGAN CHASE & CO.	COM	$313K	0.1%	1,078 SH	New
KROGER CO	COM	$427K	0.2%	5,952 SH	New
LOCKHEED MARTIN CORP	COM	$448K	0.2%Prev: 0.2%	967 SH	Decreased+67 SH
MARATHON PETE CORP	COM	$4.8M	1.8%Prev: 2.4%	28,899 SH	Decreased-523 SH
MASTERCARD INCORPORATED	CL A	$1.1M	0.4%Prev: 0.4%	1,987 SH	Increased-207 SH
MEDICAL PPTYS TRUST INC	COM	$454K	0.2%	105,305 SH	New
MEDTRONIC PLC	SHS	$420K	0.2%	4,815 SH	New
MERCK & CO INC	COM	$506K	0.2%Prev: 0.2%	6,394 SH	Decreased+641 SH
MICROSOFT CORP	COM	$1.6M	0.6%Prev: 0.5%	3,227 SH	Increased-569 SH
MODINE MFG CO	COM	$251K	0.1%	2,551 SH	New
NEXTERA ENERGY INC	COM	$512K	0.2%Prev: 0.3%	7,369 SH	Decreased-2,116 SH
NVIDIA CORPORATION	COM	$7.4M	2.8%Prev: 2.9%	46,690 SH	Decreased-3,553 SH
PAYPAL HLDGS INC	COM	$334K	0.1%	4,489 SH	New
PEPSICO INC	COM	$880K	0.3%Prev: 0.1%	6,663 SH	Increased+4,943 SH
PHILLIPS 66	COM	$528K	0.2%Prev: 0.2%	4,429 SH	Decreased+794 SH
POWELL INDS INC	COM	$730K	0.3%Prev: 0.2%	3,468 SH	Decreased+2,095 SH
PROCTER AND GAMBLE CO	COM	$302K	0.1%	1,893 SH	New
PROSHARES TR	ULTRAPRO QQQ	$3.4M	1.3%Prev: 1.0%	40,747 SH	Increased-35,363 SH
REALTY INCOME CORP	COM	$684K	0.3%Prev: 0.3%	11,879 SH	Decreased-2,228 SH
SALESFORCE INC	COM	$644K	0.2%Prev: 0.7%	2,363 SH	Decreased-8,293 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$842K	0.3%Prev: 0.3%	31,787 SH	Increased+5,213 SH
SELECT SECTOR SPDR TR	ENERGY	$762K	0.3%	8,985 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$325K	0.1%	3,986 SH	New
SEMPRA	COM	$477K	0.2%Prev: 0.2%	6,297 SH	Decreased+31 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$3.9M	1.5%	65,867 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$2.9M	1.1%	55,874 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$247K	0.1%	2,975 SH	New
SPROTT PHYSICAL GOLD & SILVE	TR UNIT	$2.7M	1.0%	88,446 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$601K	0.2%	2,652 SH	New
TESLA INC	COM	$385K	0.1%Prev: 0.3%	1,213 SH	Decreased-1,513 SH
UBER TECHNOLOGIES INC	COM	$219K	0.1%	2,350 SH	New
VANECK ETF TRUST	IG FLOATING RATE	$13.1M	5.0%Prev: 4.8%	514,401 SH	Decreased-62,029 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$371K	0.1%Prev: 0.2%	1,812 SH	Decreased-334 SH
VERIZON COMMUNICATIONS INC	COM	$258K	0.1%Prev: 0.1%	5,954 SH	Increased+1,140 SH
WALMART INC	COM	$379K	0.1%Prev: 0.2%	3,871 SH	Decreased-858 SH
WISDOMTREE TR	CYBERSECURITY FD	$212K	0.1%	6,633 SH	New
WP CAREY INC	COM	$1.1M	0.4%Prev: 0.3%	18,028 SH	Increased+5,436 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $207K
ALLSTATE CORP — $514K
AMCOR PLC — $520K
AMERICAN TOWER CORP — $776K
AMERICAN WTR WKS CO INC NEW — $856K
AUTOMATIC DATA PROCESSING IN — $1.2M
BROADCOM INC — $894K
BROOKFIELD ASSET MANAGMT LTD — $789K
BYRNA TECHNOLOGIES INC — $112K
CHEVRON CORPORATION — $1.7M
CHUBB LTD SWITZ — $1.9M
CISCO SYS INC — $370K
CLOROX CO DEL — $275K
COSTCO WHOLESALE CORPORATION — $292K
DELL TECHNOLOGIES INC — $1.6M
DUKE ENERGY CORP NEW — $212K
INTEL CORP — $339K
INTUIT — $1.4M
ISHARES TR — $225K
JPMORGAN CHASE & CO — $437K
… and 26 more

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