SFM, LLC: 13F holdings
CIK 20642252026Q2
| Positions | 69 |
|---|
| Reported value | $195.1m |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 69 (+6 vs prior quarter) |
|---|
| Reported value | $195.1m (+17.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 64,334 | $44.2m | 22.7% |
| USFR WISDOMTREE TR | 320,992 | $16.2m | 8.3% |
| VO VANGUARD INDEX FDS | 157,364 | $12.7m | 6.5% |
| IVV ISHARES TR | 14,296 | $10.7m | 5.5% |
| IAUM ISHARES GOLD TRUST MICRO | 220,012 | $8.8m | 4.5% |
| AMZN AMAZON COM INC | 30,895 | $7.4m | 3.8% |
| MSFT MICROSOFT CORP | 16,972 | $6.3m | 3.2% |
| GOOGL ALPHABET INC | 16,450 | $5.9m | 3.0% |
| NVDA NVIDIA CORPORATION | 24,743 | $5.0m | 2.5% |
| IQLT ISHARES TR | 97,261 | $4.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2064225")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples