Zhang Financial LLC Portfolio Holdings
Zhang Financial LLC
- $2.13 Billion
- Q2 2025
Zhang Financial LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.13 Billion distributed in 291 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 $167M, Vanguard Total Stock Market Et with a value of $166M, Dimensional ETF Tr U S Equity with a value of $161M, Ishares Core S&P Total U.S. St with a value of $119M, and Dimensional ETF Tr U S Core Eq with a value of $115M.
Examining the 13F form we can see an increase of $266M in the current position value, from $1.87B to 2.13B.
Below you can find more details about Zhang Financial LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 291
- Current Value $2.13 Billion
- Prior Value $1.87 Billion
- Filing
- Period Q2 2025
- Filing Date August 01, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 18 stocks
- Additional Purchases 141 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks