Zhang Financial LLC Purchases and Sells in Q3 2025

Zhang Financial LLC

$2.42 Billion
Q3 2025

Top Buys

Incresed Positions

154 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	332K + 41.26%	$76.16 - $78.59 $25.3M - $26.1M	1.14M $88.7M
ITOT	91.3K + 10.39%	$135.0 - $146.02 $12.3M - $13.3M	970K $141M
VXUS	178K + 11.39%	$68.24 - $73.73 $12.1M - $13.1M	1.74M $128M
VOO	9.52K + 3.24%	$567.77 - $614.76 $5.4M - $5.85M	303K $186M
VTI	3.94K + 0.72%	$303.93 - $329.86 $1.2M - $1.3M	550K $180M
DFUS	6.57K + 0.27%	$67.01 - $72.84 $440K - $478K	2.4M $174M

New Holdings

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZTS	16.9K New	$141.13 - $159.19 $2.38M - $2.69M	16.9K $2.47M
GKOS	21.7K New	$79.92 - $106.55 $1.74M - $2.31M	21.7K $1.77M
KAI	5.09K New	$297.58 - $358.61 $1.51M - $1.83M	5.09K $1.51M
IMAX	27.6K New	$24.51 - $32.75 $676K - $903K	27.6K $903K
GLTR	5.15K New	$138.31 - $165.45 $712K - $851K	5.15K $851K
JMUB	16.2K New	$49.09 - $50.58 $794K - $818K	16.2K $816K

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MGV	-14.3K - 48.33%	$129.46 - $137.85 $1.85M - $1.97M	15.3K $2.1M
K	-12.3K - 74.07%	$76.96 - $82.02 $949K - $1.01M	4.32K $353K
VNQ	-6.84K - 12.68%	$88.47 - $93.24 $605K - $638K	47.1K $4.31M
VGIT	-6.97K - 65.04%	$58.97 - $60.36 $411K - $420K	3.74K $224K
JNJ	-5.06K - 28.83%	$155.17 - $185.42 $785K - $938K	12.5K $2.31M
CL	-1.8K - 11.82%	$79.36 - $93.33 $143K - $168K	13.5K $1.08M

Activity Summary All Purchases 190 New Holdings 36 Increased Positions 154 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.