Zhang Financial LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$2.7B
Holdings
339
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (339 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | RSPHINVESCO S&P | 6,900 | $0 | 0.00% | |
| 302 | INSPINSPIRE MED SYS INC | 3,200 | $0 | 0.00% | |
| 303 | AMCAMC ENTERTAINMENT | 15,010 | $0 | 0.00% | |
| 304 | VCITVANGUARD INTERMEDIATE | 4,595 | $0 | 0.00% | |
| 305 | IWSISHARES RUSS | 3,900 | $0 | 0.00% | |
| 306 | RSPINVESCO S&P | 2,379 | $0 | 0.00% | |
| 307 | EFIVSPDR SERIES | 5,491 | $0 | 0.00% | |
| 308 | SCHPSCHWAB US | 14,167 | $0 | 0.00% | |
| 309 | MUNIPIMCO ETF TR | 11,961 | $0 | 0.00% | |
| 310 | VGITVANGUARD INTERMEDIATE | 5,961 | $0 | 0.00% | |
| 311 | BCPCBALCHEM CORP | 5,000 | $0 | 0.00% | |
| 312 | ESGVVANGUARD ESG | 4,082 | $0 | 0.00% | |
| 313 | MTRNMATERION CORP | 2,000 | $0 | 0.00% | |
| 314 | IXNISHARES TR | 2,280 | $0 | 0.00% | |
| 315 | IYCISHARES TR | 2,734 | $0 | 0.00% | |
| 316 | CEGCONSTELLATION ENERGY | 853 | $0 | 0.00% | |
| 317 | CMACOMERICA INC | 3,005 | $0 | 0.00% | |
| 318 | ALSALLSTATE CORP | 2,345 | $0 | 0.00% | |
| 319 | CWBSPDR SERIES TRUST | 2,645 | $0 | 0.00% | |
| 320 | KMBKIMBERLY CLARK | 3,642 | $0 | 0.00% | |
| 321 | VOTVANGUARD MID | 1,111 | $0 | 0.00% | |
| 322 | DFEMDIMENSIONAL EMERGING | 6,625 | $0 | 0.00% | |
| 323 | EEMISHARES MSCI | 6,331 | $0 | 0.00% | |
| 324 | EVTRMORGAN STANLEY ETF TRUST | 5,755 | $0 | 0.00% | |
| 325 | FNDXSCHWAB FUNDAMENTAL | 10,797 | $0 | 0.00% | |
| 326 | DISWALT DISNEY | 2,209 | $0 | 0.00% | |
| 327 | IYJISHARES TR | 1,654 | $0 | 0.00% | |
| 328 | SHYISHARES 1-3YR | 11,377 | $0 | 0.00% | |
| 329 | FRMEFIRST MERCHANTS | 6,258 | $0 | 0.00% | |
| 330 | AVSCAMERICAN CENTURY | 10,240 | $0 | 0.00% | |
| 331 | MDLZMONDELEZ INTERNATIONAL | 15,766 | $0 | 0.00% | |
| 332 | SCHASCHWAB US | 22,176 | $0 | 0.00% | |
| 333 | VLOVALERO ENERGY | 1,750 | $0 | 0.00% | |
| 334 | COFCAPITAL ONE | 3,050 | $0 | 0.00% | |
| 335 | TJXTJX COS | 3,967 | $0 | 0.00% | |
| 336 | EQWLINVESCO EXCHANGE TRADED FD T | 2,410 | $0 | 0.00% | |
| 337 | MTUMISHARES MSCI | 1,357 | $0 | 0.00% | |
| 338 | GISGENERAL MILLS | 5,872 | $0 | 0.00% | |
| 339 | SCHVSCHWAB US | 17,919 | $0 | 0.00% |
PreviousPage 4 of 4