Conquis Financial LLC Portfolio Holdings

Conquis Financial LLC

  • $103 Billion
  • Q2 2025

Conquis Financial LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $30.8B, Dimensional ETF Tr with a value of $15.2B, Vanguard Bd Index Fd Inc Inter with a value of $13.2B, Vanguard Dividend Appreciation with a value of $10.4B, and Schwab Strategic Tr Intl Eqty with a value of $9.34B.

Examining the 13F form we can see an increase of $6.69B in the current position value, from $96.3B to 103B.

Conquis Financial LLC is based out at Milbrae, CA

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

Portfolio value $103 Billion
ETFs: $84.6 Billion
Technology: $2.61 Billion
Consumer Defensive: $181 Million
Industrials: $167 Million
Healthcare: $119 Million
Communication Services: $89.5 Million
Financial Services: $23.7 Million
Consumer Cyclical: $15.1 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $103 Billion
  • Prior Value $96.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 16 stocks
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