Arkolith/Funds/Bond & Devick Financial Network, Inc.

Bond & Devick Financial Network, Inc.

CIK 1843495
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Bond & Devick Financial Network, Inc. holds a focused book of 207 stocks worth $406.1M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Nuveen Esg LRG-Cap GRW ETF and trimmed Nordson Corp. Their largest long position is Invesco S&P 100 Equal Weight at 10% of the equity book.

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Use Arkolith to show Bond & Devick Financial Network, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
44
new positions
Added to
66
existing
Trimmed
36
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
50%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Information Technology
8%
Industrials
6%
Health Care
3%
Financials
2%
Consumer Discretionary
1%
Materials
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

207 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
S&P 100 EQL WIGH
$41.2M319.7K
10.2%
+2.6%
Added · +8K sh
2Ishares TR
ESG AW MSCI EAFE
$35.7M346.9K
8.8%
+3.3%
Added · +11K sh
3J P Morgan Exchange Traded F
CORE PLUS BD ETF
$22.6M480.8K
5.6%
+5.1%
Added · +23K sh
4Schwab Strategic TR
US AGGREGATE B
$20.3M879.1K
5.0%
+4.2%
Added · +35K sh
5Schwab Strategic TR
US BRD MKT ETF
$17.9M616.4K
4.4%
+1.3%
Added · +8K sh
6J P Morgan Exchange Traded F
SMALL & MID CAP
$14.3M182.8K
3.5%
+4.2%
Added · +7K sh
7Nordson Corp
COM
$13.3M44.1K
3.3%
−0.8%
Reduced · −377 sh
8Ishares TR
3 7 YR TREAS BD
$13.0M110.7K
3.2%
+0.7%
Added · +788 sh
9Ishares TR
RUS TP200 GR ETF
$12.3M42.2K
3.0%
+2.9%
Added · +1K sh
10SPDR Index SHS FDS
ST MAR DIVID ETF
$10.9M265.3K
2.7%
+3.5%
Added · +9K sh
11Ishares TR
7-10 YR TRSY BD
$9.7M102.7K
2.4%
+3.7%
Added · +4K sh
12Capital Grp Fixed Incm ETF T
US MULTI-SECTOR
$8.5M309.6K
2.1%
+4.5%
Added · +13K sh
13Ishares U S ETF TR
SHOR DURA BD ETF
$8.1M159.2K
2.0%
+14%
Added · +19K sh
14Schwab Strategic TR
INTL EQTY ETF
$7.1M254.8K
1.7%
−1.8%
Reduced · −5K sh
15Ishares TR
ESG ADVAN ETF
$6.6M152.6K
1.6%
+6.3%
Added · +9K sh
16Nushares ETF TR
ESG DIVIDEND ETF
$6.2M191.8K
1.5%
+4.4%
Added · +8K sh
17Alphabet Inc
CAP STK CL A
$6.0M16.8K
1.5%
+0.6%
Added · +101 sh
18Apple Inc
COM
$5.9M20.5K
1.5%
+42%
Added · +6K sh
19Ishares TR
ESG AWR US AGRGT
$5.7M120.8K
1.4%
+10%
Added · +11K sh
20Microsoft Corp
COM
$5.3M14.3K
1.3%
+0.3%
Added · +39 sh
21Ishares TR
ESG AWARE MSCI
$3.5M62.1K
0.9%
+268%
Added · +45K sh
22Unitedhealth Group Inc
COM
$3.1M7.4K
0.8%
−2.2%
Reduced · −168 sh
23Berkshire Hathaway Inc Del
CL A
$3.0M4
0.7%
Held
24Cummins Inc
COM
$2.7M3.8K
0.7%
−2.5%
Reduced · −98 sh
25Accenture PLC Ireland
SHS CLASS A
$2.6M20.6K
0.6%
+0.4%
Added · +83 sh
26Ishares TR
RUS 1000 VAL ETF
$2.4M10.0K
0.6%
−0.5%
Reduced · −51 sh
27Ishares TR
CORE MSCI TOTAL
$2.3M24.6K
0.6%
+1.1%
Added · +271 sh
28Ishares TR
ESG MSCI LEADR
$2.3M17.5K
0.6%
+9.1%
Added · +1K sh
29Fidelity Merrimack STR TR
TOTAL BD ETF
$2.3M49.5K
0.6%
+1.6%
Added · +768 sh
30Nushares ETF TR
NUVEEN ESG INTL
$2.2M55.6K
0.5%
+0.6%
Added · +329 sh
31Nushares ETF TR
NUVEEN ESG LRGCP
$2.1M17.8K
0.5%
New
New position
32Brookfield Corp
CL A LTD VT SH
$2.0M46.2K
0.5%
Held
33Amazon Com Inc
COM
$2.0M8.2K
0.5%
Held
34Schwab Strategic TR
US DIVIDEND EQ
$1.8M58.2K
0.5%
+1.2%
Added · +670 sh
35Johnson & Johnson
COM
$1.8M7.2K
0.4%
+14%
Added · +898 sh
36Ishares TR
ESG AWARE 60/40
$1.6M43.5K
0.4%
+50%
Added · +15K sh
37Ishares TR
ESG OPTIMIZED
$1.6M10.6K
0.4%
+1.2%
Added · +129 sh
38Ishares TR
0-3 MTH TREASURY
$1.6M16.1K
0.4%
Held
39Xcel Energy Inc
COM
$1.6M19.6K
0.4%
Held
40Vanguard Index FDS
SMALL CP ETF
$1.6M5.1K
0.4%
−1.5%
Reduced · −78 sh
41Applied Matls Inc
COM
$1.5M2.1K
0.4%
−3.0%
Reduced · −65 sh
42SPDR Index SHS FDS
ST PORT MARK ETF
$1.4M27.3K
0.3%
Held
43Ishares TR
CORE S&P500 ETF
$1.4M1.9K
0.3%
Held
44Invesco Exchange Traded FD T
WATER RES ETF
$1.4M20.2K
0.3%
+0.1%
Added · +24 sh
45American Express Co
COM
$1.4M4.1K
0.3%
Held
46Ishares TR
LOW CA OP MS ETF
$1.4M5.4K
0.3%
+3.8%
Added · +199 sh
47Palo Alto Networks Inc
COM
$1.4M4.0K
0.3%
+3.9%
Added · +151 sh
48Schwab Strategic TR
EMRG MKTEQ ETF
$1.4M37.4K
0.3%
Held
49Nushares ETF TR
NUVEEN ESG LRGVL
$1.4M27.1K
0.3%
Held
50Amgen Inc
COM
$1.3M3.7K
0.3%
Held
Showing 50 of 207 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026207$406.1M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026188$358.4M13F-HR
Q4 2025Dec 31, 2025Jan 14, 2026184$355.1M13F-HR
Q3 2025Sep 30, 2025Nov 5, 2025186$332.5M13F-HR
Q2 2025Jun 30, 2025Jul 11, 2025174$300.7M13F-HR
Q1 2025Mar 31, 2025Apr 9, 2025161$275.7M13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025157$233.9M13F-HR
Q3 2024Sep 30, 2024Nov 4, 2024157$233.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.