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 201–250 of 339
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FTNT | FORTINET INC | 9K | $500K+ | SH |
| CTVA | CORTEVA INC | 10K | $500K+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 7K | $500K+ | SH |
| PRU | PRUDENTIAL FINANCIAL | 6K | $500K+ | SH |
| SCHA | SCHWAB US | 22K | $500K+ | SH |
| MUNI | PIMCO ETF TR | 12K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| TJX | TJX COS | 4K | $500K+ | SH |
| AVSC | AMERICAN CENTURY | 10K | $500K+ | SH |
| QUAL | ISHARES MSCI | 3K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR | 2K | $500K+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 12K | $500K+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| SCHG | SCHWAB US | 17K | $500K+ | SH |
| SPEM | SPDR PORTFOLIO | 12K | $500K+ | SH |
| ITW | ILLINOIS TOOL | 2K | $500K+ | SH |
| IWS | ISHARES RUSS | 4K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS | 2K | $500K+ | SH |
| VHT | VANGUARD HEALTH | 2K | $500K+ | SH |
| SCHV | SCHWAB US | 18K | $500K+ | SH |
| IEFA | ISHARES CORE | 6K | $500K+ | SH |
| RSPT | INVESCO S&P | 11K | $100K–$500K | SH |
| ESGV | VANGUARD ESG | 4K | $100K–$500K | SH |
| AVLV | AMERICAN CENTY ETF TR | 7K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| GLD | SPDR GOLD | 1K | $100K–$500K | SH |
| CMI | CUMMINS INC | 920 | $100K–$500K | SH |
| HSY | HERSHEY CO | 3K | $100K–$500K | SH |
| RSP | INVESCO S&P | 2K | $100K–$500K | SH |
| TXN | TEXAS INSTRUMENTS | 3K | $100K–$500K | SH |
| CVCO | CAVCO INDS INC DEL | 738 | $100K–$500K | SH |
| IEF | ISHARES 7-10YR | 4K | $100K–$500K | SH |
| PFE | PFIZER INC | 17K | $100K–$500K | SH |
| IUSV | ISHARES CORE | 4K | $100K–$500K | SH |
| MET | METLIFE INC | 5K | $100K–$500K | SH |
| WEC | WEC ENERGY | 4K | $100K–$500K | SH |
| STT | STATE STREET | 3K | $100K–$500K | SH |
| AVIV | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| T | AT&T INC | 16K | $100K–$500K | SH |
| DCOR | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| DHR | DANAHER CORP | 2K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| VCIT | VANGUARD INTERMEDIATE | 5K | $100K–$500K | SH |
| EMR | EMERSON ELECTRIC | 3K | $100K–$500K | SH |
| SCHP | SCHWAB US | 14K | $100K–$500K | SH |
| IJJ | ISHARES S&P | 3K | $100K–$500K | SH |
| VPL | VANGUARD FTSE | 4K | $100K–$500K | SH |
| KMB | KIMBERLY CLARK | 4K | $100K–$500K | SH |
| EFIV | SPDR SERIES | 5K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 3K | $100K–$500K | SH |