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: $303.7M101 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$207K	0.1%	2,011 SH	New
ALLSTATE CORP	COM	$514K	0.2%	2,480 SH	New
ALPHABET INC	CAP STK CL A	$1.1M	0.4%Prev: 0.1%	3,733 SH	Increased-433,589 SH
ALPHABET INC	CAP STK CL C	$2.1M	0.7%Prev: 0.1%	7,184 SH	Increased-804,743 SH
AMAZON COM INC	COM	$2.7M	0.9%Prev: 0.3%	12,818 SH	Increased-1,881,298 SH
AMCOR PLC	COM NEW	$520K	0.2%	13,076 SH	New
AMERICAN TOWER CORP	COM	$776K	0.3%	4,495 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$856K	0.3%	6,287 SH	New
APPLE INC	COM	$6.1M	2.0%Prev: 1.2%	23,901 SH	Increased-9,486,238 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.2M	0.4%	5,835 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$15.7M	5.2%Prev: 0.0%	32,856 SH	Increased-708,597 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.5M	0.5%Prev: 0.5%	25,436 SH	Increased-940,751 SH
BROADCOM INC	COM	$894K	0.3%	2,888 SH	New
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$789K	0.3%	17,740 SH	New
BWX TECHNOLOGIES INC	COM	$7.3M	2.4%Prev: 1.2%	35,550 SH	Increased-4,260,634 SH
BYRNA TECHNOLOGIES INC	COM NEW	$112K	0.0%	12,250 SH	New
CHEVRON CORPORATION	COM	$1.7M	0.6%	8,381 SH	New
CHUBB LTD SWITZ	COM	$1.9M	0.6%	5,720 SH	New
CISCO SYS INC	COM	$370K	0.1%	4,771 SH	New
CLOROX CO DEL	COM	$275K	0.1%	2,655 SH	New
CME GROUP INC	COM	$1.1M	0.4%Prev: 0.1%	3,727 SH	Increased-607,029 SH
COSTCO WHOLESALE CORPORATION	COM	$292K	0.1%	293 SH	New
DELL TECHNOLOGIES INC	CL C	$1.6M	0.5%	9,527 SH	New
DUKE ENERGY CORP NEW	COM NEW	$212K	0.1%	1,616 SH	New
EA SERIES TRUST	STRIVE 1000 GRWT	$3.2M	1.1%Prev: 1.4%	68,670 SH	Increased-1,904,473 SH
EA SERIES TRUST	STRIVE US SEMICO	$2.0M	0.6%Prev: 0.4%	27,360 SH	Increased-524,827 SH
ELI LILLY & CO	COM	$451K	0.1%Prev: 0.0%	490 SH	Increased-619,028 SH
ENBRIDGE INC	COM	$415K	0.1%Prev: 0.2%	7,673 SH	Increased-348,509 SH
EOG RES INC	COM	$1.2M	0.4%Prev: 0.2%	8,043 SH	Increased-682,635 SH
EXXON MOBIL CORP	COM	$803K	0.3%Prev: 0.1%	4,730 SH	Increased-223,896 SH
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$602K	0.2%Prev: 2.5%	11,511 SH	Increased-4,392,835 SH
FIDELITY COVINGTON TRUST	ENHANCED MID	$594K	0.2%Prev: 0.5%	16,527 SH	Increased-495,519 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$424K	0.1%Prev: 0.2%	6,032 SH	Increased-561,323 SH
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$246K	0.1%Prev: 0.3%	9,154 SH	Increased-319,656 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$584K	0.2%Prev: 0.3%	9,890 SH	Increased-564,507 SH
FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$1.2M	0.4%Prev: 1.6%	41,839 SH	Increased-1,453,040 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.0M	0.3%	17,402 SH	New
GLOBAL X FDS	GLBL X MLP ETF	$1.2M	0.4%Prev: 0.3%	22,111 SH	Increased-586,414 SH
HOME DEPOT INC	COM	$723K	0.2%Prev: 0.1%	2,200 SH	Increased-675,655 SH
HUNT J B TRANS SVCS INC	COM	$757K	0.2%Prev: 0.1%	3,575 SH	Increased-525,302 SH
INTEL CORP	COM	$339K	0.1%	7,675 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$1.5M	0.5%Prev: 0.1%	9,670 SH	Increased-506,207 SH
INTUIT	COM	$1.4M	0.5%	3,290 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$42.3M	13.9%Prev: 17.4%	775,044 SH	Increased-27,302,018 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$46.9M	15.4%	623,705 SH	New
ISHARES TR	10-20 YR TRS ETF	$225K	0.1%	2,237 SH	New
ISHARES TR	CORE DIV GRWTH	$466K	0.2%Prev: 0.2%	6,636 SH	Increased-420,024 SH
ISHARES TR	CORE S&P MCP ETF	$935K	0.3%Prev: 0.4%	13,847 SH	Increased-854,478 SH
ISHARES TR	FLTG RATE NT ETF	$36.0M	11.9%Prev: 22.1%	707,394 SH	Increased-38,768,082 SH
ISHARES TR	HDG MSCI EAFE	$244K	0.1%Prev: 0.2%	5,734 SH	Increased-239,405 SH
ISHARES TR	MSCI CHINA ETF	$4.3M	1.4%Prev: 2.1%	75,863 SH	Increased-3,938,301 SH
ISHARES TR	RUS 1000 GRW ETF	$878K	0.3%Prev: 0.1%	2,059 SH	Increased-737,269 SH
ISHARES TR	S&P 100 ETF	$32.0M	10.5%Prev: 5.4%	100,515 SH	Increased-50,621,102 SH
JPMORGAN CHASE & CO	COM	$437K	0.1%	1,486 SH	New
KEURIG DR PEPPER INC	COM	$363K	0.1%	13,785 SH	New
LOCKHEED MARTIN CORP	COM	$544K	0.2%Prev: 0.0%	900 SH	Increased-392,545 SH
MARATHON PETE CORP	COM	$7.2M	2.4%Prev: 0.9%	29,422 SH	Increased-4,684,173 SH
MASTERCARD INCORPORATED	CL A	$1.1M	0.4%Prev: 0.1%	2,194 SH	Increased-1,017,794 SH
MEDICAL PROPERTIES TRUST INC	COM	$542K	0.2%	117,004 SH	New
MERCK & CO INC	COM	$692K	0.2%Prev: 0.2%	5,753 SH	Increased-561,772 SH
META PLATFORMS INC	CL A	$265K	0.1%	463 SH	New
MICRON TECHNOLOGY INC	COM	$568K	0.2%	1,682 SH	New
MICROSOFT CORP	COM	$1.4M	0.5%Prev: 0.1%	3,796 SH	Increased-1,199,287 SH
MSC INCOME FUND INC	COM	$153K	0.1%	12,572 SH	New
NETFLIX INC.	COM	$256K	0.1%	2,658 SH	New
NEXTERA ENERGY INC	COM	$881K	0.3%	9,485 SH	New
NOVO-NORDISK A S	ADR	$849K	0.3%	23,099 SH	New
NVIDIA CORPORATION	COM	$8.8M	2.9%Prev: 1.3%	50,243 SH	Increased-4,761,086 SH
ONEOK INC NEW	COM	$388K	0.1%	4,294 SH	New
ORACLE CORP	COM	$404K	0.1%	2,749 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$275K	0.1%	1,883 SH	New
PEPSICO INC	COM	$267K	0.1%Prev: 0.2%	1,720 SH	Increased-973,510 SH
PHILLIPS 66	COM	$662K	0.2%Prev: 0.1%	3,635 SH	Increased-538,072 SH
POWELL INDS INC	COM	$743K	0.2%Prev: 0.1%	1,373 SH	Increased-343,205 SH
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$674K	0.2%	12,749 SH	New
PROSHARES TR	ULTRAPRO QQQ	$3.2M	1.0%	76,110 SH	New
QUALCOMM INC	COM	$255K	0.1%	1,980 SH	New
REALTY INCOME CORP	COM	$863K	0.3%Prev: 0.3%	14,107 SH	Increased-638,564 SH
RELX PLC	SPONSORED ADR	$552K	0.2%	16,650 SH	New
RTX CORPORATION	COM	$251K	0.1%	1,299 SH	New
S&P GLOBAL INC	COM	$1.3M	0.4%	2,940 SH	New
SALESFORCE INC	COM	$2.0M	0.7%Prev: 0.1%	10,656 SH	Increased-564,614 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$815K	0.3%Prev: 0.9%	26,574 SH	Increased-806,550 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$859K	0.3%	14,021 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$335K	0.1%	7,301 SH	New
SEMPRA	COM	$609K	0.2%	6,266 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$4.6M	1.5%	75,068 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.2M	1.1%	53,938 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$3.9M	1.3%	81,443 SH	New
SPROTT FDS TR	SILVER MINERS	$207K	0.1%	3,495 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.8M	0.6%	5,208 SH	New
TESLA INC	COM	$1.0M	0.3%Prev: 0.0%	2,726 SH	Increased-236,461 SH
VANECK ETF TRUST	GOLD MINERS ETF	$213K	0.1%	2,325 SH	New
VANECK ETF TRUST	IG FLOATING RATE	$14.7M	4.8%Prev: 14.0%	576,430 SH	Increased-11,973,976 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$397K	0.1%	664 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$409K	0.1%	1,274 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$461K	0.2%Prev: 0.1%	2,146 SH	Increased-343,098 SH
VERIZON COMMUNICATIONS INC	COM	$242K	0.1%Prev: 0.5%	4,814 SH	Increased-733,859 SH
WALMART INC	COM	$588K	0.2%Prev: 0.1%	4,729 SH	Increased-303,432 SH
WELLS FARGO & CO	COM	$250K	0.1%	3,142 SH	New
WP CAREY INC	COM	$856K	0.3%Prev: 0.5%	12,592 SH	Increased-1,048,224 SH

Sold (vs prior filing)

ABBOTT LABS — $2K
AVISTA CORP — $16K
BLUE OWL CAPITAL CORPORATION — $31K
CHUBB LIMITED — $21K
COREBRIDGE FINL INC — $12K
DIAMONDBACK ENERGY INC — $26K
EA SERIES TRUST — $7K
ELEVANCE HEALTH INC — $475
FIRST SOLAR INC — $5K
INVESCO QQQ TR — $581
KROGER CO — $6K
MEDICAL PPTYS TRUST INC — $53K
MEDTRONIC PLC — $10K
NEXSTAR MEDIA GROUP INC — $5K
PAYPAL HLDGS INC — $7K
PROCTER AND GAMBLE CO — $2K
SELECT SECTOR SPDR TR — $13K
SELECT SECTOR SPDR TR — $53K
SPDR SER TR — $340K
SPDR SER TR — $38K
… and 2 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