CSP Financial Group, LLC
Long book
$97.7M
Q1 2026
Positions
20
Top-10 weight
89%
concentration
Last quarter
+10.7%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsCSP Financial Group, LLC is a wealth-management firm allocating client money, running a $97.7M US long book across 20 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL US SMALL CAP VAL, DIMENSIONAL US HIGH PROFI ET, DIMENSIONAL INTERNATIONAL CO, DIMENSIONAL GLBL CORE PL FIX.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
No sector data
Long book by quarter
What does CSP Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 20 | $97.7M | canonical | SEC ↗ |