Institutional Fund
Mendota Financial Group, LLC
Madison, WICIK 19645385 filings on record
Portfolio Value
$134.98M
Q1 2026
Holdings
32
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-1.8%
from $137.40M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust12.9%
- Dimensional ETF Trust10.7%
- Dimensional ETF Trust8.8%
- Ishares Tr8.2%
- Ishares Tr6.5%
- Vanguard Scottsdale Fds6.4%
- Other46.5%
Portfolio Holdings
32 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 246.0K | $17.45M | 12.9% | +5.6K | Added |
| 2 | Dimensional ETF Trust | 370.9K | $14.45M | 10.7% | −1.2K | Reduced |
| 3 | Dimensional ETF Trust | 166.9K | $11.87M | 8.8% | +965 | Added |
| 4 | Ishares Tr | 208.7K | $11.11M | 8.2% | +80 | Added |
| 5 | Ishares Tr | 13.4K | $8.73M | 6.5% | +12 | Added |
| 6 | Vanguard Scottsdale Fds | 184.6K | $8.67M | 6.4% | +11.8K | Added |
| 7 | Invesco Exchange Traded Fd T | 41.0K | $7.87M | 5.8% | −8.0K | Reduced |
| 8 | Ishares Tr | 140.2K | $7.37M | 5.5% | +1.4K | Added |
| 9 | American Centy ETF Tr | 92.6K | $7.18M | 5.3% | +18.7K | Added |
| 10 | Capital Group International | 185.9K | $6.29M | 4.7% | −5.9K | Reduced |
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