CIK 1776290
Zhang Financial LLC
Institutional 13F holdings & portfolio
Holdings
339
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 339
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAT | DIMENSIONAL US | 132K | $1M+ | SH |
| FERG | FERGUSON ENTERPRISES INC | 33K | $1M+ | SH |
| JPM | JPMORGAN CHASE | 21K | $1M+ | SH |
| ABBV | ABBVIE INC | 29K | $1M+ | SH |
| SPAB | SPDR PORTFOLIO | 252K | $1M+ | SH |
| AMGN | AMGEN INC | 19K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 89K | $1M+ | SH |
| SGOV | ISHARES TR | 61K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY | 8 | $1M+ | SH |
| IBM | INTL BUSINESS | 20K | $1M+ | SH |
| CAT | CATERPILLAR INC | 10K | $1M+ | SH |
| MGC | VANGUARD MEGA | 24K | $1M+ | SH |
| IXUS | ISHARES CORE | 70K | $1M+ | SH |
| QQQ | INVESCO QQQ | 10K | $1M+ | SH |
| VONE | VANGUARD RUSSELL | 19K | $1M+ | SH |
| VONG | VANGUARD RUSSELL | 48K | $1M+ | SH |
| MUB | ISHARES NATIONAL | 54K | $1M+ | SH |
| CSCO | CISCO SYSTEMS | 73K | $1M+ | SH |
| TSLA | TESLA INC | 12K | $1M+ | SH |
| KLAC | KLA CORP | 4K | $1M+ | SH |
| GS | GOLDMAN SACHS | 6K | $1M+ | SH |
| EFV | ISHARES MSCI | 70K | $1M+ | SH |
| GOOG | ALPHABET INC | 15K | $1M+ | SH |
| VGT | VANGUARD INFORMATION | 6K | $1M+ | SH |
| VYMI | VANGUARD INTERNATIONAL | 50K | $1M+ | SH |
| VONV | VANGUARD RUSSELL | 48K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 20K | $1M+ | SH |
| ICSH | BLACKROCK ULTRA | 86K | $1M+ | SH |
| XOM | EXXON MOBIL | 36K | $1M+ | SH |
| VOOG | VANGUARD S&P | 10K | $1M+ | SH |
| APO | APOLLO GLOBAL | 29K | $1M+ | SH |
| WMT | WALMART INC | 37K | $1M+ | SH |
| PG | PROCTER & GAMBLE | 27K | $1M+ | SH |
| IWV | ISHARES RUSSELL | 10K | $1M+ | SH |
| VV | VANGUARD LARGE | 12K | $1M+ | SH |
| VNQ | VANGUARD REAL | 42K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 35K | $1M+ | SH |
| BKIE | BNY MELLON | 36K | $1M+ | SH |
| AIT | APPLIED INDUSTRIAL TECH | 13K | $1M+ | SH |
| SPTS | SPDR PORTFOLIO | 112K | $1M+ | SH |
| DFUV | DIMENSIONAL US | 70K | $1M+ | SH |
| XLF | SECTOR FINANCIAL | 57K | $1M+ | SH |
| SCHZ | SCHWAB AGGREGATE | 128K | $1M+ | SH |
| SCHM | SCHWAB US | 96K | $1M+ | SH |
| PEP | PEPSICO INC | 20K | $1M+ | SH |
| LLY | ELI LILLY | 3K | $1M+ | SH |
| SCHX | SCHWAB US | 106K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 14K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS | 510 | $1M+ | SH |
| CRM | SALESFORCE.COM INC | 10K | $1M+ | SH |