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: $288.6M94 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$270K	0.1%	2,019 SH	New
ALEXANDRIA REAL ESTATE EQ IN	COM	$403K	0.1%	4,834 SH	New
ALPHABET INC	CAP STK CL A	$901K	0.3%Prev: 0.4%	3,708 SH	Decreased+103 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.6%Prev: 0.8%	6,950 SH	Decreased-957 SH
AMAZON COM INC	COM	$2.4M	0.8%Prev: 0.9%	10,954 SH	Decreased-2,417 SH
AMCOR PLC	ORD	$270K	0.1%	33,026 SH	New
AMERICAN TOWER CORP NEW	COM	$392K	0.1%	2,040 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$621K	0.2%Prev: 0.3%	4,464 SH	Decreased-4,213 SH
APPLE INC	COM	$6.5M	2.2%Prev: 2.0%	25,389 SH	Decreased+833 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$16.1M	5.6%Prev: 4.3%	31,982 SH	Increased+1,197 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.1M	0.4%Prev: 0.5%	25,372 SH	Decreased-5,605 SH
BROADCOM INC	COM	$342K	0.1%Prev: 0.3%	1,035 SH	Decreased-1,860 SH
BWX TECHNOLOGIES INC	COM	$6.7M	2.3%Prev: 1.7%	36,343 SH	Increased+4,921 SH
CHEVRON CORP NEW	COM	$1.3M	0.4%	8,106 SH	New
CHUBB LIMITED	COM	$1.5M	0.5%Prev: 0.6%	5,402 SH	Decreased-1,040 SH
CME GROUP INC	COM	$820K	0.3%Prev: 0.3%	3,036 SH	Decreased-1,903 SH
COSTCO WHSL CORP NEW	COM	$217K	0.1%	235 SH	New
DELL TECHNOLOGIES INC	CL C	$508K	0.2%Prev: 0.6%	3,582 SH	Decreased-1,146 SH
DIAMONDBACK ENERGY INC	COM	$290K	0.1%	2,028 SH	New
EA SERIES TRUST	STRIVE 1000 DIV	$222K	0.1%	6,079 SH	New
EA SERIES TRUST	STRIVE 1000 GRWT	$2.5M	0.9%Prev: 1.1%	50,301 SH	Decreased-19,669 SH
EA SERIES TRUST	STRIVE US ENERGY	$248K	0.1%	8,643 SH	New
EA SERIES TRUST	STRIVE US SEMICO	$925K	0.3%Prev: 0.8%	14,801 SH	Decreased-8,176 SH
ELI LILLY & CO	COM	$429K	0.1%Prev: 1.6%	563 SH	Decreased-4,215 SH
ENBRIDGE INC	COM	$454K	0.2%Prev: 0.1%	8,993 SH	Increased+1,257 SH
EOG RES INC	COM	$714K	0.2%Prev: 0.3%	6,368 SH	Decreased-3,300 SH
EXXON MOBIL CORP	COM	$478K	0.2%Prev: 0.2%	4,239 SH	Decreased-491 SH
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$736K	0.3%Prev: 0.2%	14,759 SH	Increased+4,056 SH
FIDELITY COVINGTON TRUST	ENHANCED MID	$594K	0.2%	16,438 SH	New
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$533K	0.2%Prev: 0.1%	7,966 SH	Increased+1,964 SH
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$268K	0.1%Prev: 0.1%	9,628 SH	Increased+1,255 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$630K	0.2%Prev: 0.2%	11,158 SH	Increased+1,323 SH
FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$1.8M	0.6%	57,833 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$769K	0.3%	7,709 SH	New
FIRST SOLAR INC	COM	$841K	0.3%Prev: 0.1%	3,814 SH	Increased+2,937 SH
FISERV INC	COM	$561K	0.2%	4,350 SH	New
GLOBAL X FDS	GLBL X MLP ETF	$679K	0.2%Prev: 0.4%	14,013 SH	Decreased-15,279 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$276K	0.1%	5,442 SH	New
HOME DEPOT INC	COM	$913K	0.3%Prev: 0.2%	2,254 SH	Increased+266 SH
HUNT J B TRANS SVCS INC	COM	$480K	0.2%Prev: 0.3%	3,575 SH	Decreased
INTERCONTINENTAL EXCHANGE IN	COM	$591K	0.2%Prev: 0.5%	3,511 SH	Decreased-9,711 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$44.1M	15.3%Prev: 13.2%	767,505 SH	Decreased-8,916 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$44.8M	15.5%Prev: 18.3%	611,357 SH	Decreased-122,281 SH
INVESCO QQQ TR	UNIT SER 1	$293K	0.1%	489 SH	New
ISHARES GOLD TR	ISHARES NEW	$213K	0.1%	2,927 SH	New
ISHARES TR	CORE DIV GRWTH	$471K	0.2%Prev: 0.1%	6,912 SH	Decreased+306 SH
ISHARES TR	CORE S&P MCP ETF	$924K	0.3%Prev: 0.3%	14,156 SH	Decreased+664 SH
ISHARES TR	FLTG RATE NT ETF	$38.1M	13.2%Prev: 11.9%	745,104 SH	Decreased-95,948 SH
ISHARES TR	HDG MSCI EAFE	$227K	0.1%Prev: 0.1%	5,734 SH	Decreased
ISHARES TR	MSCI CHINA ETF	$5.2M	1.8%Prev: 0.1%	79,169 SH	Increased+70,331 SH
ISHARES TR	RUS 1000 GRW ETF	$952K	0.3%Prev: 0.3%	2,033 SH	Decreased-6,203 SH
ISHARES TR	S&P 100 ETF	$33.3M	11.5%Prev: 7.4%	100,082 SH	Increased+26,812 SH
JABIL INC	COM	$242K	0.1%	1,115 SH	New
JPMORGAN CHASE & CO.	COM	$469K	0.2%	1,486 SH	New
LOCKHEED MARTIN CORP	COM	$472K	0.2%Prev: 0.1%	946 SH	Increased+134 SH
MARATHON PETE CORP	COM	$5.6M	2.0%Prev: 1.7%	29,269 SH	Decreased+5,538 SH
MASTERCARD INCORPORATED	CL A	$1.3M	0.4%Prev: 0.3%	2,208 SH	Increased-6 SH
MEDICAL PPTYS TRUST INC	COM	$519K	0.2%	102,331 SH	New
MEDTRONIC PLC	SHS	$212K	0.1%	2,227 SH	New
MERCK & CO INC	COM	$490K	0.2%Prev: 0.2%	5,843 SH	Decreased+89 SH
META PLATFORMS INC	CL A	$298K	0.1%Prev: 0.1%	405 SH	Increased-121 SH
MICRON TECHNOLOGY INC	COM	$323K	0.1%Prev: 0.5%	1,930 SH	Decreased+517 SH
MICROSOFT CORP	COM	$1.9M	0.7%Prev: 0.4%	3,679 SH	Increased-138 SH
MODINE MFG CO	COM	$235K	0.1%	1,650 SH	New
NETFLIX INC	COM	$303K	0.1%	253 SH	New
NEXTERA ENERGY INC	COM	$691K	0.2%	9,155 SH	New
NOVO-NORDISK A S	ADR	$907K	0.3%	16,339 SH	New
NVIDIA CORPORATION	COM	$9.3M	3.2%Prev: 2.8%	49,940 SH	Decreased-1,059 SH
PALANTIR TECHNOLOGIES INC	CL A	$243K	0.1%Prev: 0.1%	1,333 SH	Increased-667 SH
PAYPAL HLDGS INC	COM	$321K	0.1%	4,786 SH	New
PEPSICO INC	COM	$940K	0.3%	6,693 SH	New
PHILLIPS 66	COM	$540K	0.2%Prev: 0.2%	3,970 SH	Decreased+335 SH
POWELL INDS INC	COM	$1.1M	0.4%Prev: 0.3%	3,525 SH	Increased-63 SH
PROCTER AND GAMBLE CO	COM	$235K	0.1%	1,531 SH	New
PROSHARES TR	ULTRAPRO QQQ	$3.5M	1.2%Prev: 1.7%	33,694 SH	Decreased-42,805 SH
REALTY INCOME CORP	COM	$713K	0.2%Prev: 0.1%	11,736 SH	Increased+4,506 SH
RTX CORPORATION	COM	$217K	0.1%Prev: 0.1%	1,299 SH	Decreased-42 SH
SALESFORCE INC	COM	$892K	0.3%Prev: 0.6%	3,764 SH	Decreased-9,156 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$941K	0.3%Prev: 0.2%	34,485 SH	Increased+8,900 SH
SELECT SECTOR SPDR TR	ENERGY	$679K	0.2%	7,601 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$340K	0.1%	3,899 SH	New
SEMPRA	COM	$564K	0.2%Prev: 0.2%	6,266 SH	Decreased
SPDR INDEX SHS FDS	EURO STOXX 50	$4.4M	1.5%	70,454 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$2.8M	1.0%	50,473 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$282K	0.1%	2,813 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$3.0M	1.0%Prev: 1.1%	82,212 SH	Decreased-12,802 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.3M	0.4%	4,525 SH	New
TESLA INC	COM	$963K	0.3%Prev: 0.3%	2,166 SH	Decreased-536 SH
VANECK ETF TRUST	IG FLOATING RATE	$13.0M	4.5%	507,632 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$376K	0.1%Prev: 0.1%	1,740 SH	Decreased-446 SH
WALMART INC	COM	$445K	0.2%Prev: 0.1%	4,321 SH	Decreased-259 SH
WELLS FARGO CO NEW	COM	$253K	0.1%	3,024 SH	New
WISDOMTREE TR	CYBERSECURITY FD	$209K	0.1%	6,652 SH	New
WP CAREY INC	COM	$672K	0.2%Prev: 0.5%	9,951 SH	Decreased-13,308 SH

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $1.6M
ADVANCED MICRO DEVICES INC — $301K
ALLSTATE CORP — $733K
AMBEV SA — $31K
AMCOR PLC — $646K
AMERICAN TOWER CORP — $854K
APPLIED MATLS INC — $246K
ASML HLDG NV — $258K
AT&T INC — $676K
AUTOMATIC DATA PROCESSING IN — $1.7M
BROOKFIELD ASSET MANAGMT LTD — $1.0M
CHEVRON CORPORATION — $1.5M
CLOROX CO DEL — $1.2M
COSTCO WHOLESALE CORPORATION — $301K
DOMINOS PIZZA INC — $443K
EVERSOURCE ENERGY — $499K
FIDELITY COVINGTON TRUST — $655K
FRANKLIN TEMPLETON ETF TR — $306K
GLOBAL PMTS INC — $1.3M
INTEL CORP — $950K
… and 35 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