Farnam Financial LLC: 13F holdings
CIK 20802672026Q2
| Positions | 53 |
|---|
| Reported value | $137.1m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 53 (+4 vs prior quarter) |
|---|
| Reported value | $137.1m (+12.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 157,375 | $11.2m | 8.2% |
| VTI VANGUARD INDEX FDS | 29,835 | $11.0m | 8.1% |
| SGOV ISHARES TR | 99,403 | $10.0m | 7.3% |
| SCHX SCHWAB STRATEGIC TR | 305,288 | $9.0m | 6.6% |
| INTC INTEL CORP | 51,426 | $7.2m | 5.2% |
| BSCR INVESCO EXCH TRD SLF IDX FD | 310,140 | $6.1m | 4.4% |
| BSCQ INVESCO EXCH TRD SLF IDX FD | 302,300 | $5.9m | 4.3% |
| VOO VANGUARD INDEX FDS | 8,333 | $5.7m | 4.2% |
| BSCS INVESCO EXCH TRD SLF IDX FD | 279,904 | $5.7m | 4.2% |
| AAPL APPLE INC | 19,012 | $5.5m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2080267")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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