# EDGAR Filing Document

**Accession Number:** 0002129058
**File Stem:** 0001104659-26-068449
**Filing Date:** 2026-6
**Character Count:** 11287
**Document Hash:** fe09b93f7be2b72d1a137a7e2674e337
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-26-068449.hdr.sgml**: 20260601

**ACCESSION NUMBER**: 0001104659-26-068449

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260601

**DATE AS OF CHANGE**: 20260601

**EFFECTIVENESS DATE**: 20260601

**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:** 261046938

**BUSINESS ADDRESS:**
- **STREET 1:** 2815 FORBS AVE
- **STREET 2:** SUITE 107
- **CITY:** HOFFMAN ESTATES
- **STATE:** IL
- **ZIP:** 60192
- **BUSINESS PHONE:** 847-485-0248

**MAIL ADDRESS:**
- **STREET 1:** 2815 FORBS AVE
- **STREET 2:** SUITE 107
- **CITY:** HOFFMAN ESTATES
- **STATE:** IL
- **ZIP:** 60192

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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:** 2815 FORBS AVE<br>SUITE 107<br>HOFFMAN ESTATES, IL 60192

**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  05-27-2026<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:** 73

**Form 13F Information Table Value Total:** $119647452

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 296789 | 1364 | SH |  | SOLE |  | 0 | 0 | 1364 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 232878 | 1133 | SH |  | SOLE |  | 0 | 0 | 1133 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 11716980 | 40744 | SH |  | SOLE |  | 0 | 0 | 40744 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1634569 | 5690 | SH |  | SOLE |  | 0 | 0 | 5690 |
| AMAZON COM INC | COM | 023135106 |  | 1755372 | 8419 | SH |  | SOLE |  | 0 | 0 | 8419 |
| APPLE INC | COM | 037833100 |  | 2698852 | 10629 | SH |  | SOLE |  | 0 | 0 | 10629 |
| AVANTIS US SMALL CAP VALUE ETF | US SML CP VALU | 025072877 |  | 879302 | 7960 | SH |  | SOLE |  | 0 | 0 | 7960 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 1313370 | 3075 | SH |  | SOLE |  | 0 | 0 | 3075 |
| BERKSHIRE HATHAWAY CLASS                  B | CL B NEW | 084670702 |  | 258817 | 540 | SH |  | SOLE |  | 0 | 0 | 540 |
| BROADCOM INC | COM | 11135F101 |  | 215029 | 695 | SH |  | SOLE |  | 0 | 0 | 695 |
| CATERPILLAR INC | COM | 149123101 |  | 735439 | 1043 | SH |  | SOLE |  | 0 | 0 | 1043 |
| CISCO SYS INC | COM | 17275R102 |  | 405465 | 5228 | SH |  | SOLE |  | 0 | 0 | 5228 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 12165461 | 246300 | SH |  | SOLE |  | 0 | 0 | 246300 |
| DEERE  CO | COM | 244199105 |  | 209296 | 388 | SH |  | SOLE |  | 0 | 0 | 388 |
| DIGITAL RLTY TR INC REIT | COM | 253868103 |  | 327073 | 1815 | SH |  | SOLE |  | 0 | 0 | 1815 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 1055451 | 30552 | SH |  | SOLE |  | 0 | 0 | 30552 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 399549 | 2355 | SH |  | SOLE |  | 0 | 0 | 2355 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 4809180 | 76684 | SH |  | SOLE |  | 0 | 0 | 76684 |
| GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | ACTIVEBETA INT | 381430107 |  | 269174 | 6241 | SH |  | SOLE |  | 0 | 0 | 6241 |
| HOME DEPOT INC | COM | 437076102 |  | 1886105 | 5731 | SH |  | SOLE |  | 0 | 0 | 5731 |
| HONEYWELL INTL INC | COM | 438516106 |  | 344618 | 1531 | SH |  | SOLE |  | 0 | 0 | 1531 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 |  | 15112169 | 104230 | SH |  | SOLE |  | 0 | 0 | 104230 |
| ISHARES CORE S MID-CAP ETF | CORE S MCP ETF | 464287507 |  | 264988 | 3924 | SH |  | SOLE |  | 0 | 0 | 3924 |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTL EQTY FACTOR | 46434V274 |  | 318888 | 8185 | SH |  | SOLE |  | 0 | 0 | 8185 |
| ISHARES MSCI EAFE SMALL-CAP ETF | EAFE SML CP ETF | 464288273 |  | 705925 | 9003 | SH |  | SOLE |  | 0 | 0 | 9003 |
| ISHARES MSCI EAFE VALUE ETF | EAFE VALUE ETF | 464288877 |  | 318218 | 4280 | SH |  | SOLE |  | 0 | 0 | 4280 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | MSCI EMRG CHN | 46434G764 |  | 274130 | 3485 | SH |  | SOLE |  | 0 | 0 | 3485 |
| ISHARES RUSSELL 1000 GROWTH ETF | RUS 1000 GRW ETF | 464287614 |  | 581610 | 1364 | SH |  | SOLE |  | 0 | 0 | 1364 |
| ISHARES RUSSELL 2000 ETF | RUSSELL 2000 ETF | 464287655 |  | 353152 | 1424 | SH |  | SOLE |  | 0 | 0 | 1424 |
| ISHARES SELECT DIVIDEND ETF | SELECT DIVID ETF | 464287168 |  | 268113 | 1771 | SH |  | SOLE |  | 0 | 0 | 1771 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 4854310 | 14777 | SH |  | SOLE |  | 0 | 0 | 14777 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 846022 | 8522 | SH |  | SOLE |  | 0 | 0 | 8522 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 479557 | 1966 | SH |  | SOLE |  | 0 | 0 | 1966 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2423177 | 8234 | SH |  | SOLE |  | 0 | 0 | 8234 |
| LINDE PLC              F | SHS | G54950103 |  | 214234 | 432 | SH |  | SOLE |  | 0 | 0 | 432 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 259544 | 430 | SH |  | SOLE |  | 0 | 0 | 430 |
| MARKEL GROUP INC | COM | 570535104 |  | 824935 | 430 | SH |  | SOLE |  | 0 | 0 | 430 |
| MASTERCARD INC CLASS            CLASS A | CL A | 57636Q104 |  | 459819 | 920 | SH |  | SOLE |  | 0 | 0 | 920 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 2992103 | 1700 | SH |  | SOLE |  | 0 | 0 | 1700 |
| META PLATFORMS INC | CL A | 30303M102 |  | 331154 | 576 | SH |  | SOLE |  | 0 | 0 | 576 |
| MICROSOFT CORP | COM | 594918104 |  | 1796015 | 4833 | SH |  | SOLE |  | 0 | 0 | 4833 |
| MOTLEY FOOL 100 INDEX ETF | MOTLEY FOL ETF | 74933W601 |  | 574514 | 8709 | SH |  | SOLE |  | 0 | 0 | 8709 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1525173 | 16428 | SH |  | SOLE |  | 0 | 0 | 16428 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 285176 | 418 | SH |  | SOLE |  | 0 | 0 | 418 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1509139 | 8627 | SH |  | SOLE |  | 0 | 0 | 8627 |
| OWENS CORNING NEW | COM | 690742101 |  | 1184271 | 10936 | SH |  | SOLE |  | 0 | 0 | 10936 |
| PROSHARES S 500 DIVIDEND ARISTOCRATS ETF | S 500 DV ARIST | 74348A467 |  | 1796761 | 16949 | SH |  | SOLE |  | 0 | 0 | 16949 |
| ROLLINS INC | COM | 775711104 |  | 200637 | 3757 | SH |  | SOLE |  | 0 | 0 | 3757 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 378903 | 4019 | SH |  | SOLE |  | 0 | 0 | 4019 |
| SCHWAB U.S. DIVIDEND EQUITY ETF | US DIVIDEND EQ | 808524797 |  | 2014506 | 65662 | SH |  | SOLE |  | 0 | 0 | 65662 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 233193 | 1832 | SH |  | SOLE |  | 0 | 0 | 1832 |
| SPOTIFY TECHNOLOGY S A F | SHS | L8681T102 |  | 246819 | 509 | SH |  | SOLE |  | 0 | 0 | 509 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 3054722 | 4697 | SH |  | SOLE |  | 0 | 0 | 4697 |
| TESLA INC | COM | 88160R101 |  | 295266 | 793 | SH |  | SOLE |  | 0 | 0 | 793 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 1043934 | 2505 | SH |  | SOLE |  | 0 | 0 | 2505 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1098279 | 4048 | SH |  | SOLE |  | 0 | 0 | 4048 |
| VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | VAN FTSE DEV MKT | 921943858 |  | 267740 | 4178 | SH |  | SOLE |  | 0 | 0 | 4178 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 5108403 | 8549 | SH |  | SOLE |  | 0 | 0 | 8549 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1926502 | 6705 | SH |  | SOLE |  | 0 | 0 | 6705 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 702708 | 2325 | SH |  | SOLE |  | 0 | 0 | 2325 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 562657 | 2601 | SH |  | SOLE |  | 0 | 0 | 2601 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 513852 | 5793 | SH |  | SOLE |  | 0 | 0 | 5793 |
| VANGUARD SMALL-CAP INDEX FUND ETF SHARES | SMALL CP ETF | 922908751 |  | 950719 | 3630 | SH |  | SOLE |  | 0 | 0 | 3630 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 11804126 | 54877 | SH |  | SOLE |  | 0 | 0 | 54877 |
| VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | TT WRLD ST ETF | 922042742 |  | 443317 | 3205 | SH |  | SOLE |  | 0 | 0 | 3205 |
| VISA INC CLASS            CLASS A | COM CL A | 92826C839 |  | 376241 | 1245 | SH |  | SOLE |  | 0 | 0 | 1245 |
| WALMART INC | COM | 931142103 |  | 297711 | 2416 | SH |  | SOLE |  | 0 | 0 | 2416 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 416502 | 1813 | SH |  | SOLE |  | 0 | 0 | 1813 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 277616 | 2398 | SH |  | SOLE |  | 0 | 0 | 2398 |
| WISDOMTREE INDIA EARNINGS FUND | INDIA ERNGS FD | 97717W422 |  | 377703 | 9257 | SH |  | SOLE |  | 0 | 0 | 9257 |
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 |  | 2112486 | 13327 | SH |  | SOLE |  | 0 | 0 | 13327 |
| WISDOMTREE TR | US SMALLCAP FUND | 97717W562 |  | 464285 | 8008 | SH |  | SOLE |  | 0 | 0 | 8008 |
| WOODWARD INC | COM | 980745103 |  | 316759 | 885 | SH |  | SOLE |  | 0 | 0 | 885 |

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