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Teresa Devick

Bond & Devick Financial Network, Inc.

Assets Managed
$406.147M
Holdings
207
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.34%(2Q avg: 7.14%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Bond & Devick Financial Network, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 207 positions.

Assets under management

The assets under management (AUM) of Bond & Devick Financial Network, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 406.147M in assets, with a quarterly growth rate of 13.34% and a 2-quarter average growth rate of 7.14%. The portfolio is managed by Teresa Devick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EQWL
Invesco S&p 100 Equal Weight
Recent Activity
Increased 2.64%
10.16%
$41.243M
319,663 shares@ $129.02 avg price
ESGD
Ishares Trust Ishares Esg Aw
Recent Activity
Increased 3.31%
8.79%
$35.668M
346,929 shares@ $102.81 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 5.13%
5.56%
$22.567M
480,768 shares@ $46.95 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 4.21%
5.01%
$20.335M
879,141 shares@ $23.13 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 1.35%
4.4%
$17.852M
616,432 shares@ $28.97 avg price
JMEE
Jpm Sma & Mid Cap En Eq Et-u
Recent Activity
Increased 4.18%
3.52%
$14.26M
182,754 shares@ $78.04 avg price
NDSN
Nordson Corp
Recent Activity
Decreased -0.84%
3.28%
$13.29M
44,053 shares@ $301.7 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 0.72%
3.21%
$13.005M
110,728 shares@ $117.46 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 2.95%
3.03%
$12.269M
42,216 shares@ $290.63 avg price
EDIV
Spdr S&p Emerging Markets Di
Recent Activity
Increased 3.53%
2.68%
$10.866M
265,297 shares@ $40.96 avg price

1-10 of 207