# EDGAR Filing Document

**Accession Number:** 0002129058
**File Stem:** 0001104659-26-075723
**Filing Date:** 2026-6
**Character Count:** 10860
**Document Hash:** 0f47dbe696cbb1a2462f0eba0f7e01f1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-26-075723.hdr.sgml**: 20260618

**ACCESSION NUMBER**: 0001104659-26-075723

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260618

**DATE AS OF CHANGE**: 20260618

**EFFECTIVENESS DATE**: 20260618

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Dala Group, LLC
- **CENTRAL INDEX KEY:** 0002129058

**ORGANIZATION NAME:**
- **EIN:** 824688177
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-27004
- **FILM NUMBER:** 261102570

**BUSINESS ADDRESS:**
- **STREET 1:** 2800 W. HIGGINS RD
- **STREET 2:** SUITE 895
- **CITY:** HOFFMAN ESTATES
- **STATE:** IL
- **ZIP:** 60169
- **BUSINESS PHONE:** 847-485-0248

**MAIL ADDRESS:**
- **STREET 1:** 2800 W. HIGGINS RD
- **STREET 2:** SUITE 895
- **CITY:** HOFFMAN ESTATES
- **STATE:** IL
- **ZIP:** 60169

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**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:** Dala Group LLC<br>**Address:** 2800 W. HIGGINS RD<br>SUITE 895<br>HOFFMAN ESTATES, IL 60169

**Form 13F File Number:** 028-27004

**CRD Number (if applicable):** 000291828

**SEC File Number (if applicable):** 801-127948

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:** Michael Heatwole<br>**Title:** MANAGEMENT MEMBER  CCO<br>**Phone:** 847-485-0248

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

/s/ Michael Heatwole  Hoffman Estates, IL  06-17-2026<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:** 72

**Form 13F Information Table Value Total:** $115439041

      (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 | 037833100 |  | 2744505 | 10095 | SH |  | SOLE |  | 0 | 0 | 10095 |
| ABBVIE INC | COM | 00287Y109 |  | 309453 | 1354 | SH |  | SOLE |  | 0 | 0 | 1354 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 215177 | 802 | SH |  | SOLE |  | 0 | 0 | 802 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 839491 | 8405 | SH |  | SOLE |  | 0 | 0 | 8405 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 214412 | 1001 | SH |  | SOLE |  | 0 | 0 | 1001 |
| AMAZON COM INC | COM | 023135106 |  | 3294905 | 14275 | SH |  | SOLE |  | 0 | 0 | 14275 |
| BROADCOM INC | COM | 11135F101 |  | 223145 | 645 | SH |  | SOLE |  | 0 | 0 | 645 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 2547098 | 24976 | SH |  | SOLE |  | 0 | 0 | 24976 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 709913 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| BANK AMERICA CORP | COM | 060505104 |  | 276257 | 5023 | SH |  | SOLE |  | 0 | 0 | 5023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 355425 | 707 | SH |  | SOLE |  | 0 | 0 | 707 |
| CATERPILLAR INC | COM | 149123101 |  | 583075 | 1018 | SH |  | SOLE |  | 0 | 0 | 1018 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 2178121 | 30485 | SH |  | SOLE |  | 0 | 0 | 30485 |
| SALESFORCE INC | COM | 79466L302 |  | 391455 | 1478 | SH |  | SOLE |  | 0 | 0 | 1478 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 6013418 | 124993 | SH |  | SOLE |  | 0 | 0 | 124993 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 1014067 | 30655 | SH |  | SOLE |  | 0 | 0 | 30655 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 738246 | 4772 | SH |  | SOLE |  | 0 | 0 | 4772 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 249668 | 1769 | SH |  | SOLE |  | 0 | 0 | 1769 |
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 |  | 2387255 | 16560 | SH |  | SOLE |  | 0 | 0 | 16560 |
| WISDOMTREE TR | US SMALLCAP FUND | 97717W562 |  | 1512583 | 26569 | SH |  | SOLE |  | 0 | 0 | 26569 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 305635 | 4280 | SH |  | SOLE |  | 0 | 0 | 4280 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 253290 | 3485 | SH |  | SOLE |  | 0 | 0 | 3485 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 |  | 1031585 | 22285 | SH |  | SOLE |  | 0 | 0 | 22285 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1200170 | 3825 | SH |  | SOLE |  | 0 | 0 | 3825 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 13309200 | 42521 | SH |  | SOLE |  | 0 | 0 | 42521 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 |  | 267989 | 6241 | SH |  | SOLE |  | 0 | 0 | 6241 |
| HOME DEPOT INC | COM | 437076102 |  | 2050850 | 5960 | SH |  | SOLE |  | 0 | 0 | 5960 |
| HONEYWELL INTL INC | COM | 438516106 |  | 288985 | 1481 | SH |  | SOLE |  | 0 | 0 | 1481 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 221269 | 747 | SH |  | SOLE |  | 0 | 0 | 747 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 258984 | 3924 | SH |  | SOLE |  | 0 | 0 | 3924 |
| ISHARES TR | INTL EQTY FACTOR | 46434V274 |  | 308984 | 8185 | SH |  | SOLE |  | 0 | 0 | 8185 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 978104 | 1727 | SH |  | SOLE |  | 0 | 0 | 1727 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 664513 | 1404 | SH |  | SOLE |  | 0 | 0 | 1404 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 350532 | 1424 | SH |  | SOLE |  | 0 | 0 | 1424 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 444317 | 2147 | SH |  | SOLE |  | 0 | 0 | 2147 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 3229412 | 10022 | SH |  | SOLE |  | 0 | 0 | 10022 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 322875 | 668 | SH |  | SOLE |  | 0 | 0 | 668 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1424841 | 2496 | SH |  | SOLE |  | 0 | 0 | 2496 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 3496755 | 1736 | SH |  | SOLE |  | 0 | 0 | 1736 |
| META PLATFORMS INC | CL A | 30303M102 |  | 377417 | 572 | SH |  | SOLE |  | 0 | 0 | 572 |
| MARKEL GROUP INC | COM | 570535104 |  | 1936835 | 901 | SH |  | SOLE |  | 0 | 0 | 901 |
| MICROSOFT CORP | COM | 594918104 |  | 1546191 | 3197 | SH |  | SOLE |  | 0 | 0 | 3197 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 694959 | 8657 | SH |  | SOLE |  | 0 | 0 | 8657 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 4781398 | 45944 | SH |  | SOLE |  | 0 | 0 | 45944 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 238348 | 418 | SH |  | SOLE |  | 0 | 0 | 418 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1786648 | 9580 | SH |  | SOLE |  | 0 | 0 | 9580 |
| OWENS CORNING NEW | COM | 690742101 |  | 364043 | 3253 | SH |  | SOLE |  | 0 | 0 | 3253 |
| PROLOGIS INC. | COM | 74340W103 |  | 267163 | 2093 | SH |  | SOLE |  | 0 | 0 | 2093 |
| ROLLINS INC | COM | 775711104 |  | 542984 | 9047 | SH |  | SOLE |  | 0 | 0 | 9047 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 4525566 | 164986 | SH |  | SOLE |  | 0 | 0 | 164986 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 436568 | 4370 | SH |  | SOLE |  | 0 | 0 | 4370 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 698003 | 9003 | SH |  | SOLE |  | 0 | 0 | 9003 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 350271 | 2176 | SH |  | SOLE |  | 0 | 0 | 2176 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 1663945 | 5525 | SH |  | SOLE |  | 0 | 0 | 5525 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 2778769 | 4075 | SH |  | SOLE |  | 0 | 0 | 4075 |
| RBB FD INC | MOTLEY FOL ETF | 74933W601 |  | 885799 | 12342 | SH |  | SOLE |  | 0 | 0 | 12342 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 428855 | 1299 | SH |  | SOLE |  | 0 | 0 | 1299 |
| VISA INC | COM CL A | 92826C839 |  | 788019 | 2247 | SH |  | SOLE |  | 0 | 0 | 2247 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1820342 | 7057 | SH |  | SOLE |  | 0 | 0 | 7057 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 645307 | 2136 | SH |  | SOLE |  | 0 | 0 | 2136 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1146338 | 5413 | SH |  | SOLE |  | 0 | 0 | 5413 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 249109 | 3988 | SH |  | SOLE |  | 0 | 0 | 3988 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 10267969 | 46719 | SH |  | SOLE |  | 0 | 0 | 46719 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 2074138 | 23439 | SH |  | SOLE |  | 0 | 0 | 23439 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 3622808 | 12483 | SH |  | SOLE |  | 0 | 0 | 12483 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 379068 | 2137 | SH |  | SOLE |  | 0 | 0 | 2137 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 5490335 | 8755 | SH |  | SOLE |  | 0 | 0 | 8755 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 341879 | 2424 | SH |  | SOLE |  | 0 | 0 | 2424 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 252893 | 2398 | SH |  | SOLE |  | 0 | 0 | 2398 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 512102 | 2331 | SH |  | SOLE |  | 0 | 0 | 2331 |
| WALMART INC | COM | 931142103 |  | 206681 | 1855 | SH |  | SOLE |  | 0 | 0 | 1855 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 |  | 6132332 | 44290 | SH |  | SOLE |  | 0 | 0 | 44290 |

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