Aldebaran Financial Inc. Portfolio Holdings

Aldebaran Financial Inc.

$99.1 Million
Q3 2025

Aldebaran Financial Inc. has filed its 13F form on November 19, 2025 for Q3 2025 where it was disclosed a total value porftolio of $99.1 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $7.79M, Spdr Portfolio S&P 1500 Compos with a value of $6.96M, Apple Inc. with a value of $6.68M, Fortinet, Inc. with a value of $5.93M, and Spdr S&P 500 ETF Trust with a value of $5.19M.

Examining the 13F form we can see an increase of $9.48M in the current position value, from $89.7M to 99.1M.

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

Portfolio value $99.1 Million

ETFs: $28 Million

Technology: $24.8 Million

Financial Services: $13.6 Million

Communication Services: $7.5 Million

Consumer Defensive: $6.05 Million

Industrials: $5.84 Million

Consumer Cyclical: $4.57 Million

Healthcare: $3.8 Million

Other: $4.97 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$6.96 Million 7.02% of portfolio	86,299	Q3 2025 Added 18.2%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$5.19 Million 5.23% of portfolio	7,786	Q3 2025 Added 1.94%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$4.16 Million 4.2% of portfolio	53,162	Q3 2025 Added 18.24%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.26 Million 2.28% of portfolio	3,763	Q3 2025 Added 7.85%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$984,000 0.99% of portfolio	3,984	Q3 2025 Added 1.01%
VTI Vanguard Total Stock Market Et ETFs	$0	$951,000 0.96% of portfolio	2,900	Q3 2025 Reduced 6.54%
XSMO Invesco S&P Smallcap Momentum ETFs	$0	$926,000 0.93% of portfolio	12,595	Q3 2025 Added 17.88%
SPMD Spdr Portfolio ETFs	$0	$822,000 0.83% of portfolio	14,380	Q3 2025 Added 4.54%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$787,000 0.79% of portfolio	16,994	Q3 2025 Reduced 0.7%

BND Vanguard Bd Index Fd Inc Total ETFs	$0	$758,000 0.76% of portfolio	10,198	Q3 2025 Added 12.1%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$676,000 0.68% of portfolio	4,800	Q3 2025 Reduced 0.62%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$586,000 0.59% of portfolio	21,500	Q3 2025 Reduced 0.11%
XLK Technology Sector Spdr ETFs	$0	$399,000 0.4% of portfolio	1,416	Q3 2025 Reduced 1.05%
VYMI Vanguard Whitehall Fds Intl Hi ETFs	$0	$389,000 0.39% of portfolio	4,600	Q3 2025 Reduced 0.3%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$325,000 0.33% of portfolio	694	Q2 2024 New
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$321,000 0.32% of portfolio	693	Q3 2025 Reduced 1.42%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$321,000 0.32% of portfolio	8,500	Q1 2025 Reduced 51.73%
SLV I Shares Silver Trust ETFs	$24.1B	$309,000 0.31% of portfolio	7,300	Q3 2025 Added 2.82%

VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$225,000 0.23% of portfolio	368	Q3 2025 New
IXN Ishares Global Information Tec ETFs	$0	$212,000 0.21% of portfolio	2,055	Q3 2025 New
FDVV Fidelity High Dividend ETF ETFs	$0	$209,000 0.21% of portfolio	3,762	Q3 2025 New
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$202,000 0.2% of portfolio	340	Q3 2025 New

Summary

Portfolio
No. of Stocks 77
Current Value $99.1 Million
Prior Value $89.7 Million
Filing
Period Q3 2025
Filing Date November 19, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 7 stocks
Additional Purchases 35 stocks
Sold out of 0 stocks
Reduced holdings in 31 stocks

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Aldebaran Financial Inc. Portfolio Holdings