CONQUIS FINANCIAL LLC: 13F holdings
CIK 20524362026Q2
| Positions | 54 |
|---|
| Reported value | $124.0m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 54 (+0 vs prior quarter) |
|---|
| Reported value | $124.0m (+2.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD S&P 500 ETF | 41,162 | $28.3m | 22.8% |
| DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 595,284 | $21.9m | 17.7% |
| VIG VANGUARD DIVIDEND APPRECIATION ETF | 66,527 | $15.7m | 12.7% |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 277,365 | $12.3m | 9.9% |
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 440,361 | $12.2m | 9.8% |
| BIV VANGUARD INTERMEDIATE-TERM BOND ETF | 91,322 | $7.0m | 5.6% |
| VOE VANGUARD MID-CAP VALUE ETF | 30,441 | $6.0m | 4.9% |
| IJR ISHARES CORE S&P SMALL CAP ETF | 36,690 | $5.4m | 4.4% |
| VTEB VANGUARD TAX-EXEMPT BOND ETF | 69,749 | $3.5m | 2.8% |
| VCRB VANGUARD CORE BOND ETF | 29,097 | $2.2m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052436")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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