# EDGAR Filing Document

**Accession Number:** 0002061178
**File Stem:** 0001172661-25-004464
**Filing Date:** 2025-10
**Character Count:** 10191
**Document Hash:** 4c6779061ed0420531792e30ac050829
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-004464.hdr.sgml**: 20251028

**ACCESSION NUMBER**: 0001172661-25-004464

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251028

**DATE AS OF CHANGE**: 20251028

**EFFECTIVENESS DATE**: 20251028

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Dynamic Financial Group
- **CENTRAL INDEX KEY:** 0002061178

**ORGANIZATION NAME:**
- **EIN:** 822565915
- **STATE OF INCORPORATION:** IA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25483
- **FILM NUMBER:** 251423744

**BUSINESS ADDRESS:**
- **STREET 1:** 4615 CHADWICK RD
- **STREET 2:** SUITE 1
- **CITY:** CEDAR FALLS
- **STATE:** IA
- **ZIP:** 50613
- **BUSINESS PHONE:** 3192772727

**MAIL ADDRESS:**
- **STREET 1:** 4615 CHADWICK RD
- **STREET 2:** SUITE 1
- **CITY:** CEDAR FALLS
- **STATE:** IA
- **ZIP:** 50613

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**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:** Dynamic Financial Group<br>**Address:** 4615 Chadwick Rd<br>Suite 1<br>Cedar Falls, IA 50613

**Form 13F File Number:** 028-25483

**CRD Number (if applicable):** 000288763

**SEC File Number (if applicable):** 801-111021

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:** Darren Yoder<br>**Title:** Chief Compliance Officer<br>**Phone:** 319-277-2727

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

s/ Darren Yoder  Cedar Falls, IA  10-28-2025<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:** 66

**Form 13F Information Table Value Total:** $115179444

      (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 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 683111 | 2810 | SH |  | SOLE |  | 0 | 0 | 2810 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 556512 | 2285 | SH |  | SOLE |  | 0 | 0 | 2285 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 415836 | 6295 | SH |  | SOLE |  | 0 | 0 | 6295 |
| AMAZON COM INC | COM | 023135106 |  | 730729 | 3328 | SH |  | SOLE |  | 0 | 0 | 3328 |
| AON PLC | SHS CL A | G0403H108 |  | 271714 | 762 | SH |  | SOLE |  | 0 | 0 | 762 |
| APPLE INC | COM | 037833100 |  | 1421639 | 5583 | SH |  | SOLE |  | 0 | 0 | 5583 |
| AT INC | COM | 00206R102 |  | 758642 | 26864 | SH |  | SOLE |  | 0 | 0 | 26864 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1067299 | 2123 | SH |  | SOLE |  | 0 | 0 | 2123 |
| CARISMA THERAPEUTICS INC | COM | 14216R101 |  | 4206 | 15350 | SH |  | SOLE |  | 0 | 0 | 15350 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 557453 | 986 | SH |  | SOLE |  | 0 | 0 | 986 |
| DEERE  CO | COM | 244199105 |  | 4725204 | 10334 | SH |  | SOLE |  | 104 | 0 | 10230 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 306904 | 5408 | SH |  | SOLE |  | 0 | 0 | 5408 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 273553 | 2426 | SH |  | SOLE |  | 0 | 0 | 2426 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A107 |  | 241592 | 7205 | SH |  | SOLE |  | 0 | 0 | 7205 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 |  | 328545 | 9088 | SH |  | SOLE |  | 0 | 0 | 9088 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 217885 | 2183 | SH |  | SOLE |  | 0 | 0 | 2183 |
| GE AEROSPACE | COM NEW | 369604301 |  | 417094 | 1387 | SH |  | SOLE |  | 0 | 0 | 1387 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 776610 | 1294 | SH |  | SOLE |  | 0 | 0 | 1294 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 572496 | 7867 | SH |  | SOLE |  | 0 | 0 | 7867 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 401731 | 5901 | SH |  | SOLE |  | 0 | 0 | 5901 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 477884 | 5886 | SH |  | SOLE |  | 0 | 0 | 5886 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 215172 | 672 | SH |  | SOLE |  | 0 | 0 | 672 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1921170 | 22004 | SH |  | SOLE |  | 0 | 0 | 22004 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 451403 | 6917 | SH |  | SOLE |  | 0 | 0 | 6917 |
| ISHARES TR | US SML CP VALUE | 46436E536 |  | 217476 | 6490 | SH |  | SOLE |  | 0 | 0 | 6490 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 650123 | 5385 | SH |  | SOLE |  | 0 | 0 | 5385 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 2549668 | 12524 | SH |  | SOLE |  | 0 | 0 | 12524 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 274274 | 3575 | SH |  | SOLE |  | 0 | 0 | 3575 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 285654 | 2583 | SH |  | SOLE |  | 0 | 0 | 2583 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 61532868 | 611051 | SH |  | SOLE |  | 39 | 0 | 611012 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 580763 | 5811 | SH |  | SOLE |  | 0 | 0 | 5811 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 476795 | 3414 | SH |  | SOLE |  | 0 | 0 | 3414 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 529513 | 5671 | SH |  | SOLE |  | 0 | 0 | 5671 |
| ISHARES TR | INTERNATIONAL SL | 46434V266 |  | 208070 | 5059 | SH |  | SOLE |  | 0 | 0 | 5059 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 6401922 | 13667 | SH |  | SOLE |  | 0 | 0 | 13667 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 1524200 | 13384 | SH |  | SOLE |  | 0 | 0 | 13384 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 1400875 | 9837 | SH |  | SOLE |  | 0 | 0 | 9837 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 204937 | 3838 | SH |  | SOLE |  | 0 | 0 | 3838 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 260592 | 5615 | SH |  | SOLE |  | 0 | 0 | 5615 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 577680 | 11376 | SH |  | SOLE |  | 0 | 0 | 11376 |
| LINDE PLC | SHS | G54950103 |  | 326800 | 688 | SH |  | SOLE |  | 0 | 0 | 688 |
| MCDONALDS CORP | COM | 580135101 |  | 225486 | 742 | SH |  | SOLE |  | 0 | 0 | 742 |
| MICROSOFT CORP | COM | 594918104 |  | 674843 | 1303 | SH |  | SOLE |  | 0 | 0 | 1303 |
| MORGAN STANLEY ETF TRUST | EATON VANCE FLTG | 61774R833 |  | 669701 | 13483 | SH |  | SOLE |  | 0 | 0 | 13483 |
| NUVEEN MUN VALUE FD INC | COM | 670928100 |  | 1928497 | 214755 | SH |  | SOLE |  | 0 | 0 | 214755 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 692613 | 3712 | SH |  | SOLE |  | 0 | 0 | 3712 |
| PACER FDS TR | GLOBL CASH ETF | 69374H709 |  | 244099 | 6161 | SH |  | SOLE |  | 0 | 0 | 6161 |
| PFIZER INC | COM | 717081103 |  | 1597106 | 62681 | SH |  | SOLE |  | 0 | 0 | 62681 |
| PHILLIPS EDISON  CO INC | COMMON STOCK | 71844V201 |  | 782175 | 22784 | SH |  | SOLE |  | 0 | 0 | 22784 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 359653 | 1276 | SH |  | SOLE |  | 0 | 0 | 1276 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 653354 | 1838 | SH |  | SOLE |  | 0 | 0 | 1838 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 431544 | 9219 | SH |  | SOLE |  | 0 | 0 | 9219 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 496389 | 745 | SH |  | SOLE |  | 0 | 0 | 745 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 245216 | 4288 | SH |  | SOLE |  | 0 | 0 | 4288 |
| SPDR SERIES TRUST | S 600 SMCP GRW | 78464A201 |  | 1845168 | 19565 | SH |  | SOLE |  | 0 | 0 | 19565 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 452708 | 8182 | SH |  | SOLE |  | 0 | 0 | 8182 |
| TESLA INC | COM | 88160R101 |  | 337987 | 760 | SH |  | SOLE |  | 0 | 0 | 760 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 572603 | 1194 | SH |  | SOLE |  | 0 | 0 | 1194 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 736481 | 3949 | SH |  | SOLE |  | 0 | 0 | 3949 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 338329 | 552 | SH |  | SOLE |  | 0 | 0 | 552 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1299797 | 6228 | SH |  | SOLE |  | 0 | 0 | 6228 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 225414 | 757 | SH |  | SOLE |  | 0 | 0 | 757 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 287507 | 934 | SH |  | SOLE |  | 0 | 0 | 934 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 3721049 | 84666 | SH |  | SOLE |  | 0 | 0 | 84666 |
| VISA INC | COM CL A | 92826C839 |  | 248183 | 727 | SH |  | SOLE |  | 0 | 0 | 727 |
| WALMART INC | COM | 931142103 |  | 316948 | 3075 | SH |  | SOLE |  | 0 | 0 | 3075 |

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