Farnam Financial LLC Portfolio Holdings

Farnam Financial LLC

  • $111 Billion
  • Q2 2025

Farnam Financial LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $14B, Ishares Trishares 0 3 Mnth Tre with a value of $14B, Vanguard Total Stock Market Et with a value of $12.5B, Schwab Strategic Tr Us Broad M with a value of $4.87B, and Vanguard Ftse Developed Market with a value of $4.68B.

Examining the 13F form we can see an increase of $12.7B in the current position value, from $98.5B to 111B. Also it can be appreciated an additional of 1 stocks purchases and 1 closed positions.

Farnam Financial LLC is based out at Phoenix, AZ

Below you can find more details about Farnam Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion
ETFs: $92 Billion
Technology: $4.54 Billion
Financial Services: $3.02 Billion
Consumer Cyclical: $3.01 Billion
Healthcare: $916 Million
Energy: $304 Million
Consumer Defensive: $292 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $111 Billion
  • Prior Value $98.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 16 stocks
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