# EDGAR Filing Document

**Accession Number:** 0001893403
**File Stem:** 0001893403-25-000007
**Filing Date:** 2025-7
**Character Count:** 16215
**Document Hash:** d6199f5b95a122196f52c02a8a94df9c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001893403-25-000007.hdr.sgml**: 20250723

**ACCESSION NUMBER**: 0001893403-25-000007

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250723

**DATE AS OF CHANGE**: 20250723

**EFFECTIVENESS DATE**: 20250723

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** DMC Group, LLC
- **CENTRAL INDEX KEY:** 0001893403

**ORGANIZATION NAME:**
- **EIN:** 471758835
- **STATE OF INCORPORATION:** AL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21536
- **FILM NUMBER:** 251142466

**BUSINESS ADDRESS:**
- **STREET 1:** 2129 FIRST AVENUE N
- **CITY:** BIRMINGHAM
- **STATE:** AL
- **ZIP:** 35203
- **BUSINESS PHONE:** 205-703-0900

**MAIL ADDRESS:**
- **STREET 1:** 2129 FIRST AVENUE N
- **CITY:** BIRMINGHAM
- **STATE:** AL
- **ZIP:** 35203

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** DMG Group, LLC
- **DATE OF NAME CHANGE:** 20211112

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** DMC Group LLC<br>**Address:** 2129 FIRST AVENUE N<br>BIRMINGHAM, AL 35203

**Form 13F File Number:** 028-21536

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Donnie Carlson<br>**Title:** CCO<br>**Phone:** 2057030900

**Signature, Place, and Date of Signing:**

Donnie Carlson  Birmingham, AL  07-23-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 126

**Form 13F Information Table Value Total:** $128627149

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC COM | COM | 037833100 |  | 10743112 | 52362 | SH |  | SOLE |  | 52362 | 0 | 0 |
| ISHARES CORE U S  AGGREGATE BOND ETF | ETF | 464287226 |  | 6110918 | 61602 | SH |  | SOLE |  | 61602 | 0 | 0 |
| MICROSOFT CORP COM | COM | 594918104 |  | 4666701 | 9382 | SH |  | SOLE |  | 9382 | 0 | 0 |
| ISHARES 1-5YR CORPORATE BOND ETF | ETF | 464288646 |  | 3812490 | 72261 | SH |  | SOLE |  | 72261 | 0 | 0 |
| META PLATFORMS INC CL A | COM | 30303M102 |  | 3684545 | 4992 | SH |  | SOLE |  | 4992 | 0 | 0 |
| ISHARES 5-10YR CORPORATE BOND ETF | ETF | 464288638 |  | 3507761 | 65824 | SH |  | SOLE |  | 65824 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC CL A | COM | 69608A108 |  | 2987862 | 21918 | SH |  | SOLE |  | 21918 | 0 | 0 |
| AMAZON COM INC COM | COM | 023135106 |  | 2884979 | 13150 | SH |  | SOLE |  | 13150 | 0 | 0 |
| NETFLIX INC COM | COM | 64110L106 |  | 2348834 | 1754 | SH |  | SOLE |  | 1754 | 0 | 0 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 |  | 2296642 | 22317 | SH |  | SOLE |  | 22317 | 0 | 0 |
| SPDR BLOOMBERG ST INTL TSY BD ETF | ETF | 78464A334 |  | 2249109 | 80125 | SH |  | SOLE |  | 80125 | 0 | 0 |
| ALPHABET INC CAP STK CL A | COM | 02079K305 |  | 2071407 | 11754 | SH |  | SOLE |  | 11754 | 0 | 0 |
| ISHARES U S  TREASURY BOND ETF | ETF | 46429B267 |  | 2054642 | 89410 | SH |  | SOLE |  | 89410 | 0 | 0 |
| SAP SE SPON ADR | ADR | 803054204 |  | 1938029 | 6373 | SH |  | SOLE |  | 6373 | 0 | 0 |
| UNITED CMNTY BKS BLAIRSVLE GA COM | COM | 90984P303 |  | 1929439 | 64768 | SH |  | SOLE |  | 64768 | 0 | 0 |
| SCHWAB SHORT-TERM US TREASURY ETF | ETF | 808524862 |  | 1864485 | 76476 | SH |  | SOLE |  | 76476 | 0 | 0 |
| BLACKROCK INC COM | COM | 09290D101 |  | 1842483 | 1756 | SH |  | SOLE |  | 1756 | 0 | 0 |
| COSTCO WHSL CORP NEW COM | COM | 22160K105 |  | 1706657 | 1724 | SH |  | SOLE |  | 1724 | 0 | 0 |
| RTX CORPORATION COM | COM | 75513E101 |  | 1663314 | 11391 | SH |  | SOLE |  | 11391 | 0 | 0 |
| FORTINET INC COM | COM | 34959E109 |  | 1556410 | 14722 | SH |  | SOLE |  | 14722 | 0 | 0 |
| GILEAD SCIENCES INC COM | COM | 375558103 |  | 1549630 | 13977 | SH |  | SOLE |  | 13977 | 0 | 0 |
| ISHARES MBS ETF | ETF | 464288588 |  | 1535947 | 16359 | SH |  | SOLE |  | 16359 | 0 | 0 |
| ADVANCED MICRO DEVICES INC COM | COM | 007903107 |  | 1503572 | 10596 | SH |  | SOLE |  | 10596 | 0 | 0 |
| JPMORGAN CHASE   CO  COM | COM | 46625H100 |  | 1497675 | 5166 | SH |  | SOLE |  | 5166 | 0 | 0 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | 464287440 |  | 1401307 | 14632 | SH |  | SOLE |  | 14632 | 0 | 0 |
| SOUTHERN CO COM | COM | 842587107 |  | 1322444 | 14401 | SH |  | SOLE |  | 14401 | 0 | 0 |
| CISCO SYS INC COM | COM | 17275R102 |  | 1232258 | 17761 | SH |  | SOLE |  | 17761 | 0 | 0 |
| PROCTER AND GAMBLE CO COM | COM | 742718109 |  | 1203822 | 7556 | SH |  | SOLE |  | 7556 | 0 | 0 |
| SHOPIFY INC CL A SUB VTG SHS | COM | 82509L107 |  | 1176916 | 10203 | SH |  | SOLE |  | 10203 | 0 | 0 |
| ISHARES GNMA BOND ETF | ETF | 46429B333 |  | 1161994 | 26439 | SH |  | SOLE |  | 26439 | 0 | 0 |
| ISHARES FLOATING RATE BOND ETF | ETF | 46429B655 |  | 1108205 | 21721 | SH |  | SOLE |  | 21721 | 0 | 0 |
| ISHARES GOLD TRUST | ETF | 464285204 |  | 1099594 | 17633 | SH |  | SOLE |  | 17633 | 0 | 0 |
| HOME DEPOT INC COM | COM | 437076102 |  | 1082688 | 2953 | SH |  | SOLE |  | 2953 | 0 | 0 |
| EOG RES INC COM | COM | 26875P101 |  | 1069792 | 8944 | SH |  | SOLE |  | 8944 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS COM | COM | 459200101 |  | 1062977 | 3606 | SH |  | SOLE |  | 3606 | 0 | 0 |
| SONY GROUP CORP SPONSORED ADR | ADR | 835699307 |  | 1054814 | 40523 | SH |  | SOLE |  | 40523 | 0 | 0 |
| ABBVIE INC COM | COM | 00287Y109 |  | 1044298 | 5626 | SH |  | SOLE |  | 5626 | 0 | 0 |
| NVIDIA CORPORATION COM | COM | 67066G104 |  | 1039574 | 6580 | SH |  | SOLE |  | 6580 | 0 | 0 |
| AMGEN INC COM | COM | 031162100 |  | 1024421 | 3669 | SH |  | SOLE |  | 3669 | 0 | 0 |
| WELLS FARGO CO NEW COM | COM | 949746101 |  | 1008121 | 12583 | SH |  | SOLE |  | 12583 | 0 | 0 |
| AT T INC COM | COM | 00206R102 |  | 1004507 | 34710 | SH |  | SOLE |  | 34710 | 0 | 0 |
| CHEVRON CORP NEW COM | COM | 166764100 |  | 942477 | 6582 | SH |  | SOLE |  | 6582 | 0 | 0 |
| LINCOLN NATL CORP IND COM | COM | 534187109 |  | 938387 | 27121 | SH |  | SOLE |  | 27121 | 0 | 0 |
| CONAGRA BRANDS INC COM | COM | 205887102 |  | 921191 | 45002 | SH |  | SOLE |  | 45002 | 0 | 0 |
| STEEL DYNAMICS INC COM | COM | 858119100 |  | 903111 | 7055 | SH |  | SOLE |  | 7055 | 0 | 0 |
| HONEYWELL INTL INC COM | COM | 438516106 |  | 884012 | 3796 | SH |  | SOLE |  | 3796 | 0 | 0 |
| KLA CORP COM NEW | COM | 482480100 |  | 833934 | 931 | SH |  | SOLE |  | 931 | 0 | 0 |
| EMERSON ELEC CO COM | COM | 291011104 |  | 833446 | 6251 | SH |  | SOLE |  | 6251 | 0 | 0 |
| BOSTON SCIENTIFIC CORP COM | COM | 101137107 |  | 807508 | 7518 | SH |  | SOLE |  | 7518 | 0 | 0 |
| UNUM GROUP COM | COM | 91529Y106 |  | 803885 | 9954 | SH |  | SOLE |  | 9954 | 0 | 0 |
| EXXON MOBIL CORP COM | COM | 30231G102 |  | 802463 | 7444 | SH |  | SOLE |  | 7444 | 0 | 0 |
| STATE STR CORP COM | COM | 857477103 |  | 778834 | 7324 | SH |  | SOLE |  | 7324 | 0 | 0 |
| AXON ENTERPRISE INC COM | COM | 05464C101 |  | 775780 | 937 | SH |  | SOLE |  | 937 | 0 | 0 |
| VERIZON COMMUNICATIONS INC COM | COM | 92343V104 |  | 768259 | 17755 | SH |  | SOLE |  | 17755 | 0 | 0 |
| CATERPILLAR INC COM | COM | 149123101 |  | 762833 | 1965 | SH |  | SOLE |  | 1965 | 0 | 0 |
| ISHARES TIPS BOND ETF | ETF | 464287176 |  | 762797 | 6932 | SH |  | SOLE |  | 6932 | 0 | 0 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 78468R663 |  | 752645 | 8205 | SH |  | SOLE |  | 8205 | 0 | 0 |
| ASML HOLDING N V N Y REGISTRY SHS | ADR | N07059210 |  | 726861 | 907 | SH |  | SOLE |  | 907 | 0 | 0 |
| NOVO-NORDISK A S ADR | ADR | 670100205 |  | 713391 | 10336 | SH |  | SOLE |  | 10336 | 0 | 0 |
| HARTFORD INSURANCE GROUP INC COM | COM | 416515104 |  | 707681 | 5578 | SH |  | SOLE |  | 5578 | 0 | 0 |
| SHELL PLC SPON ADS | ADR | 780259305 |  | 702692 | 9980 | SH |  | SOLE |  | 9980 | 0 | 0 |
| TEXAS INSTRS INC COM | COM | 882508104 |  | 688676 | 3317 | SH |  | SOLE |  | 3317 | 0 | 0 |
| HDFC BANK LTD SPONSORED ADS | ADR | 40415F101 |  | 687347 | 8965 | SH |  | SOLE |  | 8965 | 0 | 0 |
| SCHWAB US TIPS ETF | ETF | 808524870 |  | 685089 | 25678 | SH |  | SOLE |  | 25678 | 0 | 0 |
| VALERO ENERGY CORP COM | COM | 91913Y100 |  | 633118 | 4710 | SH |  | SOLE |  | 4710 | 0 | 0 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 464287457 |  | 630150 | 7605 | SH |  | SOLE |  | 7605 | 0 | 0 |
| TRACTOR SUPPLY CO COM | COM | 892356106 |  | 616512 | 11683 | SH |  | SOLE |  | 11683 | 0 | 0 |
| MERCK   CO INC COM | COM | 58933Y105 |  | 614757 | 7766 | SH |  | SOLE |  | 7766 | 0 | 0 |
| MCDONALDS CORP COM | COM | 580135101 |  | 607714 | 2080 | SH |  | SOLE |  | 2080 | 0 | 0 |
| SCHLUMBERGER LTD COM STK | COM | 806857108 |  | 606980 | 17958 | SH |  | SOLE |  | 17958 | 0 | 0 |
| PAYPAL HLDGS INC COM | COM | 70450Y103 |  | 598722 | 8056 | SH |  | SOLE |  | 8056 | 0 | 0 |
| ISHARES INTERNATIONAL TREASURY BOND ETF | ETF | 464288117 |  | 593099 | 13761 | SH |  | SOLE |  | 13761 | 0 | 0 |
| ALLEGION PLC ORD SHS | COM | G0176J109 |  | 585992 | 4066 | SH |  | SOLE |  | 4066 | 0 | 0 |
| MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | ADR | 606822104 |  | 560956 | 40886 | SH |  | SOLE |  | 40886 | 0 | 0 |
| AEROVIRONMENT INC COM | COM | 008073108 |  | 551663 | 1936 | SH |  | SOLE |  | 1936 | 0 | 0 |
| ELI LILLY   CO COM | COM | 532457108 |  | 551128 | 707 | SH |  | SOLE |  | 707 | 0 | 0 |
| AMERICAN TOWER CORP NEW COM | REIT | 03027X100 |  | 543488 | 2459 | SH |  | SOLE |  | 2459 | 0 | 0 |
| SYSCO CORP COM | COM | 871829107 |  | 537224 | 7093 | SH |  | SOLE |  | 7093 | 0 | 0 |
| VERISK ANALYTICS INC COM | COM | 92345Y106 |  | 536403 | 1722 | SH |  | SOLE |  | 1722 | 0 | 0 |
| INTEL CORP COM | COM | 458140100 |  | 532918 | 23791 | SH |  | SOLE |  | 23791 | 0 | 0 |
| INVESCO SENIOR LOAN ETF | ETF | 46138G508 |  | 501160 | 23956 | SH |  | SOLE |  | 23956 | 0 | 0 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 |  | 499786 | 906 | SH |  | SOLE |  | 906 | 0 | 0 |
| PNC FINL SVCS GROUP INC COM | COM | 693475105 |  | 473693 | 2541 | SH |  | SOLE |  | 2541 | 0 | 0 |
| POSCO HOLDINGS INC SPONSORED ADR | ADR | 693483109 |  | 462934 | 9547 | SH |  | SOLE |  | 9547 | 0 | 0 |
| GLOBE LIFE INC COM | COM | 37959E102 |  | 447693 | 3602 | SH |  | SOLE |  | 3602 | 0 | 0 |
| INTUITIVE SURGICAL INC COM NEW | COM | 46120E602 |  | 430924 | 793 | SH |  | SOLE |  | 793 | 0 | 0 |
| ABBOTT LABS COM | COM | 002824100 |  | 418639 | 3078 | SH |  | SOLE |  | 3078 | 0 | 0 |
| NOMURA HLDGS INC SPONSORED ADR | ADR | 65535H208 |  | 403466 | 61317 | SH |  | SOLE |  | 61317 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | ETF | 46438F101 |  | 386786 | 6319 | SH |  | SOLE |  | 6319 | 0 | 0 |
| GRANITESHARES GOLD SHARES | ETF | 38748G101 |  | 386458 | 11840 | SH |  | SOLE |  | 11840 | 0 | 0 |
| DOCUSIGN INC COM | COM | 256163106 |  | 367563 | 4719 | SH |  | SOLE |  | 4719 | 0 | 0 |
| HANCOCK WHITNEY CORPORATION COM | COM | 410120109 |  | 360242 | 6276 | SH |  | SOLE |  | 6276 | 0 | 0 |
| CAVA GROUP INC COM | COM | 148929102 |  | 359999 | 4274 | SH |  | SOLE |  | 4274 | 0 | 0 |
| ROCKWELL AUTOMATION INC COM | COM | 773903109 |  | 358744 | 1080 | SH |  | SOLE |  | 1080 | 0 | 0 |
| DIAGEO PLC SPON ADR NEW | ADR | 25243Q205 |  | 348604 | 3457 | SH |  | SOLE |  | 3457 | 0 | 0 |
| CARLYLE GROUP INC COM | COM | 14316J108 |  | 328395 | 6389 | SH |  | SOLE |  | 6389 | 0 | 0 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 46432F834 |  | 320682 | 4148 | SH |  | SOLE |  | 4148 | 0 | 0 |
| US BANCORP DEL COM NEW | COM | 902973304 |  | 314940 | 6960 | SH |  | SOLE |  | 6960 | 0 | 0 |
| SOUTHSTATE CORPORATION COM | COM | 840441109 |  | 314835 | 3421 | SH |  | SOLE |  | 3421 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC COM | COM | 40171V100 |  | 311029 | 1321 | SH |  | SOLE |  | 1321 | 0 | 0 |
| FIRST HORIZON CORPORATION COM | COM | 320517105 |  | 309880 | 14617 | SH |  | SOLE |  | 14617 | 0 | 0 |
| MGM RESORTS INTERNATIONAL COM | COM | 552953101 |  | 307756 | 8949 | SH |  | SOLE |  | 8949 | 0 | 0 |
| FREEPORT-MCMORAN INC CL B | COM | 35671D857 |  | 305704 | 7052 | SH |  | SOLE |  | 7052 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC COM | COM | 502431109 |  | 302764 | 1207 | SH |  | SOLE |  | 1207 | 0 | 0 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 |  | 298682 | 3757 | SH |  | SOLE |  | 3757 | 0 | 0 |
| ISHARES MSCI EAFE SMALL-CAP ETF | ETF | 464288273 |  | 298133 | 4102 | SH |  | SOLE |  | 4102 | 0 | 0 |
| JABIL INC COM | COM | 466313103 |  | 294217 | 1349 | SH |  | SOLE |  | 1349 | 0 | 0 |
| DISNEY WALT CO COM | COM | 254687106 |  | 285719 | 2304 | SH |  | SOLE |  | 2304 | 0 | 0 |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | 464287515 |  | 282072 | 2576 | SH |  | SOLE |  | 2576 | 0 | 0 |
| MEDTRONIC PLC SHS | COM | G5960L103 |  | 272755 | 3129 | SH |  | SOLE |  | 3129 | 0 | 0 |
| INGLES MKTS INC CL A | COM | 457030104 |  | 269048 | 4245 | SH |  | SOLE |  | 4245 | 0 | 0 |
| UNION PAC CORP COM | COM | 907818108 |  | 260681 | 1133 | SH |  | SOLE |  | 1133 | 0 | 0 |
| PEPSICO INC COM | COM | 713448108 |  | 256422 | 1942 | SH |  | SOLE |  | 1942 | 0 | 0 |
| MASTEC INC COM | COM | 576323109 |  | 238943 | 1402 | SH |  | SOLE |  | 1402 | 0 | 0 |
| NIKE INC CL B | COM | 654106103 |  | 226760 | 3192 | SH |  | SOLE |  | 3192 | 0 | 0 |
| D-WAVE QUANTUM INC COM | COM | 26740W109 |  | 226086 | 15443 | SH |  | SOLE |  | 15443 | 0 | 0 |
| ISHARES CORE S P 500 ETF | ETF | 464287200 |  | 212348 | 342 | SH |  | SOLE |  | 342 | 0 | 0 |
| ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 46436E718 |  | 211952 | 2105 | SH |  | SOLE |  | 2105 | 0 | 0 |
| COCA COLA CO COM | COM | 191216100 |  | 208076 | 2941 | SH |  | SOLE |  | 2941 | 0 | 0 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 |  | 207228 | 5118 | SH |  | SOLE |  | 5118 | 0 | 0 |
| SALESFORCE INC COM | COM | 79466L302 |  | 205063 | 752 | SH |  | SOLE |  | 752 | 0 | 0 |
| MID-AMER APT CMNTYS INC COM | REIT | 59522J103 |  | 201146 | 1359 | SH |  | SOLE |  | 1359 | 0 | 0 |
| PFIZER INC COM | COM | 717081103 |  | 201010 | 8292 | SH |  | SOLE |  | 8292 | 0 | 0 |
| LIQUIDIA CORPORATION COM NEW | COM | 53635D202 |  | 195859 | 15719 | SH |  | SOLE |  | 15719 | 0 | 0 |
| SNAP INC CL A | COM | 83304A106 |  | 120808 | 13902 | SH |  | SOLE |  | 13902 | 0 | 0 |
| ACCO BRANDS CORP COM | COM | 00081T108 |  | 42967 | 12002 | SH |  | SOLE |  | 12002 | 0 | 0 |

---