Financially Speaking Inc

CIK: 0002040901Latest portfolio: $154.6M · Q4 2025

Holdings

168

Total Value

$154.6M

New Positions

164

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
RSPINVSC S P 500 EQUAL WEIGHT ETF
164,337$31.5M20.37%NEW
2
SPYSPDR S&P 500 ETF
40,887$27.9M18.04%NEW
3
SNOXXSCHWAB TREASURY OBLIG MONEY INV
18,585,490$18.6M12.02%NEW
4
FLDRFIDELITY LOW DURATION BOND FACTR ETF
349,000$17.5M11.34%NEW
5
IOBAXICON FLEXIBLE BD FD INV
1,910,301$16.2M10.46%NEW
6
SCHGSCHWAB US LARGE CAP GROWTH ETF
232,243$7.6M4.90%NEW
7
JPSTJPMORGAN ULTRA SHORT INCOME ETF
131,890$6.7M4.32%NEW
8
EQWLINVESCO S AND P 100 EQL WGHT ETF
41,290$4.9M3.16%NEW
9
SCOXXSCHWAB TREASURY OBLIG MONEY ULTRA
2,496,289$2.5M1.61%NEW
10
RNMBYRHEINMETALL FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
5,906$2.2M1.40%NEW
11
XLVSTATE STRT HLTH CRE SLT SEC SPDR ETF
11,184$1.7M1.12%NEW
12
XMEST SRT SPDR S&P MTLS ANDMNG ETF
13,550$1.4M0.91%NEW
13
SILGLOBAL X SILVER MINERS ETF
16,765$1.4M0.91%NEW
14
GDXVANECK GOLD MINERS ETF
16,170$1.4M0.90%NEW
15
PLTRPALANTIR TECHNOLOGIES INCLASS CLASS A
7,006$1.2M0.80%NEW
16
PPLTABRDN PHYSICAL PLATINUM SHARES ETF
6,656$1.2M0.80%NEW
17
SNSXXSCHWAB US TREASURY MONEY INVESTOR
971,700$970K0.63%NEW
18
NVDANVIDIA CORP
5,066$943K0.61%NEW
19
SILJAMPLIFY JUNIOR SILVER MINERS ETF
32,990$912K0.59%NEW
20
GDXJVANECK JUNIOR GOLD MINERS ETF
7,917$900K0.58%NEW
21
MCKMCKESSON CORP
800$656K0.42%NEW
22
SDYSTATE STREET SPDR S&P DIV ETF
3,241$450K0.29%NEW
23
ANCFXAMERICAN FUNDS FUNDAMENTAL INVS A
3,959$363K0.23%NEW
24
XELXCEL ENERGY INC
3,806$280K0.18%NEW
25
XOMEXXON MOBIL CORP
2,052$246K0.16%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($3.147927881175307e+78T)
Unknown0.0% ($1.8584161602496215e+68T)
Technology0.0% ($1.2441239943108907e+36T)
Consumer Cyclical0.0% ($146885136332618.2T)
Healthcare0.0% ($65623718357.4T)
Industrials0.0% ($188867764.3T)
Consumer Defensive0.0% ($1761645.1T)
Energy0.0% ($246955.5T)
Communication Services0.0% ($180112.6T)
Utilities0.0% ($280.3B)
Basic Materials0.0% ($6.0M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$154.6M209
Q3 2025Nov 6, 2025$152.2B0
Q2 2025Aug 7, 2025$152.0B202
Q1 2025May 7, 2025$135.6B78
Q4 2024Feb 11, 2025$147.2B223

Fund Information

CIK0002040901
Most Recent FilingFeb 10, 2026
Number of Filings5

Financially Speaking Inc is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $154.6M across 168 holdings. The largest position is INVSC S P 500 EQUAL WEIGHT ETF (RSP), representing 20.4% of the portfolio. Compared to the previous quarter, the fund opened 168 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.