Zhang Financial LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.87 Billion distributed in 301 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $151M, Vanguard Index Fds S&P 500 ETF with a value of $148M, Vanguard Total Stock Market Et with a value of $134M, Dimensional ETF Tr U S Core Eq with a value of $103M, and Vanguard Star Fd Vanguard Tota with a value of $91.9M.
Examining the 13F form we can see an increase of $140M in the current position value, from $1.73B to 1.87B.
Below you can find more details about Zhang Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.87 Billion
ETFs: $1.53 Billion
Technology: $116 Million
Healthcare: $71.7 Million
Financial Services: $45 Million
Consumer Cyclical: $26.7 Million
Consumer Defensive: $26 Million
Communication Services: $20.4 Million
Industrials: $18.3 Million
Other: $9.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
