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Kurt Ahrens

Mendota Financial Group, Llc

Assets Managed
$161.363M
Holdings
33
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
19.55%(2Q avg: 8.9%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mendota Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Mendota Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 161.363M in assets, with a quarterly growth rate of 19.55% and a 2-quarter average growth rate of 8.9%. The portfolio is managed by Kurt Ahrens, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 12.32%
14.04%
$22.641M
276,311 shares@ $81.94 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 0.91%
9.57%
$15.436M
374,198 shares@ $41.26 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 10.12%
9.38%
$15.135M
183,808 shares@ $82.34 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 10.35%
7.59%
$12.243M
230,266 shares@ $53.18 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.27%
6.13%
$9.882M
13,196 shares@ $748.88 avg price
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Increased 17.52%
6.07%
$9.792M
108,849 shares@ $89.96 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 10.44%
5.92%
$9.542M
203,848 shares@ $46.81 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 96.06%
5.21%
$8.396M
108,705 shares@ $77.24 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 4.26%
4.75%
$7.661M
146,166 shares@ $52.41 avg price
AVMC
Avantis Us Mid Cap Eq Etf
Recent Activity
Increased 29.8%
4.43%
$7.135M
88,914 shares@ $80.26 avg price

1-10 of 33