Financially Speaking Inc
Q3 2025 13F Holdings
- Locationgreenwood village, CO
- Num holdings
169
- Value ($000)
$152,242
- Date Filed11/06/2025
- Form type13F-HR
- CIK0002040901
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB TREASURY OBLIG MONEY INV | SCHWAB NON-SWEEP MMF | 808515621 | $18.96 M | 13 % | 18,961,696 | ||
JTEK JPMORGAN U S TECH LEADERS ETF IV | UIT EXCHANGE TRADED | 46654Q732 | $15.67 M | 10 % | 170,333 | ||
ICON FLEXIBLE BD FD INV | NTF BOND FUNDS | 78410K717 | $12.89 M | 9 % | 1,515,003 | ||
XLK TECHNOLOGY SELECT SECTORSPDR ETF | UIT EXCHANGE TRADED | 81369Y803 | $10.12 M | 7 % | 35,887 | ||
SPMO INVSC S P 500 MOMENTUM ETF | UIT EXCHANGE TRADED | 46138E339 | $8.67 M | 6 % | 71,652 | ||
SCHG SCHWAB US LARGE CAP GROWTH ETF | UIT EXCHANGE TRADED | 808524300 | $8.55 M | 6 % | 267,875 | ||
JPST JPMORGAN ULTRA SHORT INCOME ETF | UIT EXCHANGE TRADED | 46641Q837 | $6.87 M | 5 % | 135,454 | ||
GDXJ VANECK JUNIOR GOLD MINERS ETF | UIT EXCHANGE TRADED | 92189F791 | $6.66 M | 4 % | 67,238 | ||
KRE SPDR S&P METALS & MININGETF | UIT EXCHANGE TRADED | 78464A755 | $6.55 M | 4 % | 70,282 | ||
SHLD GLOBAL X DEFENSE TECH ETF | UIT EXCHANGE TRADED | 37960A529 | $5.66 M | 4 % | 80,523 |
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