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 251–300 of 339
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VGIT | VANGUARD INTERMEDIATE | 6K | $100K–$500K | SH |
| EEM | ISHARES MSCI | 6K | $100K–$500K | SH |
| BNDX | VANGUARD TOTAL | 7K | $100K–$500K | SH |
| VSGX | VANGUARD ESG | 5K | $100K–$500K | SH |
| MTUM | ISHARES MSCI | 1K | $100K–$500K | SH |
| UBS | UBS GROUP | 7K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| GEV | GE VERNOVA | 506 | $100K–$500K | SH |
| DE | DEERE & CO | 710 | $100K–$500K | SH |
| RLJ-PA | RLJ LODGING | 13K | $100K–$500K | SH |
| WM | WASTE MANAGEMENT | 1K | $100K–$500K | SH |
| ORLY | O REILLY AUTOMOTIVE | 4K | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 149 | $100K–$500K | SH |
| SPYM | SPDR PORTFOLIO | 4K | $100K–$500K | SH |
| CHCO | CITY HOLDING COMPANY | 3K | $100K–$500K | SH |
| AMD | ADVANCED MICRO | 1K | $100K–$500K | SH |
| TEVA | TEVA PHARMACEUTICAL | 10K | $100K–$500K | SH |
| VOT | VANGUARD MID | 1K | $100K–$500K | SH |
| COKE | COCA-COLA CONSOLIDATED | 2K | $100K–$500K | SH |
| VMBS | VANGUARD MORTGAGE | 7K | $100K–$500K | SH |
| BMY | BRISTOL MYERS | 6K | $100K–$500K | SH |
| TLT | ISHARES TR | 3K | $100K–$500K | SH |
| SPLV | INVESCO EXCHANGE | 4K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY | 853 | $100K–$500K | SH |
| TMO | THERMO FISHER | 514 | $100K–$500K | SH |
| VTRS | VIATRIS INC | 24K | $100K–$500K | SH |
| EVTR | MORGAN STANLEY ETF TRUST | 6K | $100K–$500K | SH |
| INSP | INSPIRE MED SYS INC | 3K | $100K–$500K | SH |
| FNDX | SCHWAB FUNDAMENTAL | 11K | $100K–$500K | SH |
| DTE | DTE ENERGY | 2K | $100K–$500K | SH |
| VLO | VALERO ENERGY | 2K | $100K–$500K | SH |
| EQWL | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| BK | BANK NEW YORK | 2K | $100K–$500K | SH |
| VFH | VANGUARD FINANCIALS | 2K | $100K–$500K | SH |
| IYC | ISHARES TR | 3K | $100K–$500K | SH |
| LQD | ISHARES IBOXX | 3K | $100K–$500K | SH |
| SO | SOUTHERN COMPANY | 3K | $100K–$500K | SH |
| GIS | GENERAL MILLS | 6K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHERN | 934 | $100K–$500K | SH |
| HYBB | ISHARES BB | 6K | $100K–$500K | SH |
| APOG | APOGEE ENTERPRISES | 7K | $100K–$500K | SH |
| CMA | COMERICA INC | 3K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TR BTC | 4K | $100K–$500K | SH |
| AVEM | AMERICAN CENTURY | 3K | $100K–$500K | SH |
| DOV | DOVER CORP | 1K | $100K–$500K | SH |
| VTWG | VANGUARD RUSSELL | 1K | $100K–$500K | SH |
| WOR | WORTHINGTON INDUSTRIES | 5K | $100K–$500K | SH |
| HOMZ | ETF SER SOLUTIONS | 6K | $100K–$500K | SH |
| MEAR | ISHARES U S ETF TR | 5K | $100K–$500K | SH |
| DIS | WALT DISNEY | 2K | $100K–$500K | SH |