Zhang Financial LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$2.5T
Holdings
316
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (316 positions)
| Stock | Value |
|---|---|
VOOVANGUARD S&P | $185.6B |
VTIVANGUARD INDEX FDS | $180.5B |
DFUSDIMENSIONAL US | $174.1B |
ITOTISHARES CORE | $141.3B |
VXUSVANGUARD STAR FDS | $127.9B |
DFACDIMENSIONAL US | $126.9B |
VTVANGUARD INTL EQUITY INDEX F | $98.2B |
BIVVANGUARD INTERMEDIATE | $88.7B |
DFAIDIMENSIONAL ETF TRUST | $64.9B |
AAPLAPPLE INC | $52.2B |
VBRVANGUARD SMALL | $49.3B |
BNDVANGUARD TOTAL | $47.0B |
VYMVANGUARD HIGH | $44.7B |
SYKSTRYKER CORP | $42.1B |
BKLCBNY MELLON | $39.6B |
IAU*ISHARES GOLD | $34.6B |
MSFTMICROSOFT CORP | $32.6B |
DFAUDIMENSIONAL US | $30.0B |
AGGISHARES CORE | $29.0B |
VCSHVANGUARD SHORT | $28.1B |
AVDEAVANTIS INTL | $26.8B |
NVDANVIDIA CORP | $26.7B |
VOVANGUARD MID | $25.7B |
SPTMSPDR PORTFOLIO | $21.5B |
VOOVVANGUARD S&P | $21.1B |
IBITISHARES BITCOIN TR | $20.1B |
DFSVDIMENSIONAL US | $20.0B |
MGKVANGUARD MEGA | $19.2B |
VEAVANGUARD TAX-MANAGED INTL FD | $18.2B |
IWNISHARES RUSSELL | $18.1B |
IVVISHARES CORE | $17.8B |
VUGVANGUARD GROWTH | $16.9B |
SCHBSCHWAB STRATEGIC TR | $16.7B |
AVUSAVANTIS U S | $16.7B |
AMZNAMAZON COM | $14.9B |
GOOGLALPHABET INC | $14.6B |
AVUVAVANTIS U S | $13.7B |
BRK/BBERKSHIRE HATHAWAY | $12.5B |
VWOVANGUARD INTL EQUITY INDEX F | $12.2B |
VTVVANGUARD VALUE | $12.2B |
SCHFSCHWAB INTL | $11.9B |
SPYSPDR S&P 500 ETF TR | $11.8B |
METAFACEBOOK INC | $10.9B |
SPMDSPDR PORTFOLIO | $9.9B |
GLDMWORLD GOLD | $8.0B |
SUBISHARES SHORT | $7.7B |
EMXCISHARES MSCI | $7.6B |
AVGOBROADCOM INC | $7.2B |
FERGFERGUSON ENTERPRISES INC | $7.1B |
SPABSPDR PORTFOLIO | $6.7B |
ABBVABBVIE INC | $6.5B |
JPMJPMORGAN CHASE | $6.3B |
MUMICRON TECHNOLOGY INC | $6.2B |
DFASDIMENSIONAL ETF TRUST | $6.1B |
MGCVANGUARD MEGA | $6.0B |
NDQINVESCO QQQ | $5.8B |
IXUSISHARES CORE | $5.8B |
VONEVANGUARD RUSSELL | $5.7B |
IBMINTL BUSINESS | $5.6B |
TSLATESLA INC | $5.4B |
CATCATERPILLAR INC | $5.0B |
KLACKLA CORP | $4.9B |
AMGNAMGEN INC | $4.9B |
EFVISHARES MSCI | $4.7B |
VGTVANGUARD INFORMATION | $4.7B |
VONGVANGUARD RUSSELL | $4.7B |
MUBISHARES NATIONAL | $4.7B |
CSCOCISCO SYSTEMS | $4.6B |
GSGOLDMAN SACHS | $4.6B |
AXPAMERICAN EXPRESS | $4.4B |
VIGVANGUARD SPECIALIZED FUNDS | $4.4B |
VNQVANGUARD REAL | $4.3B |
VYMIVANGUARD INTERNATIONAL | $4.2B |
PGPROCTER & GAMBLE | $4.2B |
ICSHBLACKROCK ULTRA | $3.8B |
IWVISHARES RUSSELL | $3.8B |
VVVANGUARD LARGE | $3.7B |
GOOGALPHABET INC | $3.7B |
APOAPOLLO GLOBAL | $3.7B |
XOMEXXON MOBIL | $3.6B |
VOOGVANGUARD S&P | $3.5B |
VONVVANGUARD RUSSELL | $3.4B |
AITAPPLIED INDUSTRIAL TECH | $3.3B |
PHPARKER-HANNIFIN CORP | $3.3B |
WMTWALMART INC | $3.3B |
BKIEBNY MELLON | $3.1B |
DFUVDIMENSIONAL US | $3.1B |
AMATAPPLIED MATERIALS | $3.1B |
MDTMEDTRONIC PLC | $3.0B |
VCRBVANGUARD MALVERN FDS | $3.0B |
HFFGHF FOODS | $2.9B |
SPTSSPDR PORTFOLIO | $2.9B |
CRMSALESFORCE.COM INC | $2.8B |
SCHMSCHWAB US | $2.8B |
PEPPEPSICO INC | $2.8B |
XLFSECTOR FINANCIAL | $2.8B |
AQLTISHARES SELECT | $2.7B |
SCHXSCHWAB US | $2.7B |
HONHONEYWELL INTL | $2.6B |
SCHZSCHWAB AGGREGATE | $2.5B |
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