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 101–150 of 339
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMP | AMERIPRISE FINANCIAL | 6K | $1M+ | SH |
| DVY | ISHARES SELECT | 18K | $1M+ | SH |
| GKOS | GLAUKOS CORP | 23K | $1M+ | SH |
| QQQM | INVESCO NASDAQ | 10K | $1M+ | SH |
| VB | VANGUARD SMALL | 10K | $1M+ | SH |
| HON | HONEYWELL INTL | 12K | $1M+ | SH |
| QCOM | QUALCOMM INC | 14K | $1M+ | SH |
| MRK | MERCK & COMPANY | 23K | $1M+ | SH |
| IWB | ISHARES RUSSELL | 6K | $1M+ | SH |
| HFFG | HF FOODS | 1.1M | $1M+ | SH |
| UBER | UBER TECHNOLOGIES | 27K | $1M+ | SH |
| LMT | LOCKHEED MARTIN | 5K | $1M+ | SH |
| SPDW | SPDR PORTFOLIO | 49K | $1M+ | SH |
| XLK | SECTOR TECHNOLOGY | 15K | $1M+ | SH |
| VOE | VANGUARD MID | 12K | $1M+ | SH |
| VXF | VANGUARD EXTENDED | 10K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| MGV | VANGUARD MEGA | 15K | $1M+ | SH |
| DFAE | DIMENSIONAL EMERGING | 65K | $1M+ | SH |
| IJR | ISHARES CORE | 17K | $1M+ | SH |
| VGSH | VANGUARD SHORT | 35K | $1M+ | SH |
| KKR | KKR & CO | 16K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 41K | $1M+ | SH |
| TIP | ISHARES TIPS | 19K | $1M+ | SH |
| DFIV | DIMENSIONAL INTL | 41K | $1M+ | SH |
| ZTS | ZOETIS INC | 16K | $1M+ | SH |
| BX | BLACKSTONE INC | 13K | $1M+ | SH |
| HD | HOME DEPOT | 6K | $1M+ | SH |
| IJH | ISHARES CORE | 29K | $1M+ | SH |
| IWF | ISHARES RUSSELL | 4K | $1M+ | SH |
| IWR | ISHARES RUSSELL | 20K | $1M+ | SH |
| ETN | EATON CORP | 6K | $1M+ | SH |
| IVW | ISHARES S&P | 15K | $1M+ | SH |
| SLV | ISHARES SILVER | 28K | $1M+ | SH |
| LOW | LOWES COMPANIES | 7K | $1M+ | SH |
| VSS | VANGUARD FTSE | 13K | $1M+ | SH |
| PM | PHILIP MORRIS | 11K | $1M+ | SH |
| ADBE | ADOBE INC | 5K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 862 | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| DFLV | DIMENSIONAL US | 48K | $1M+ | SH |
| VTEB | VANGUARD MUNICIPAL | 33K | $1M+ | SH |
| IJS | ISHARES S&P | 14K | $1M+ | SH |
| VGUS | VANGUARD INSTL INDEX FD | 21K | $1M+ | SH |
| AMAT | APPLIED MATERIALS | 6K | $1M+ | SH |
| EFA | ISHARES MSCI | 16K | $1M+ | SH |
| MDY | SPDR S&P | 3K | $1M+ | SH |
| NEM | NEWMONT CORP | 16K | $1M+ | SH |
| DFAX | DIMENSIONAL WORLD | 47K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 2K | $1M+ | SH |