Farnam Financial LLC
Q4 2025 13F Holdings
- Locationphoenix, AZ
- Num holdings
53
- Value ($000)
$132,871
- Date Filed01/26/2026
- Form type13F-HR
- CIK0002080267
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $13.83M | 10 % | 137,728 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $12.91M | 10 % | 38,515 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $11.24M | 9 % | 417,539 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $7.87M | 6 % | 125,909 | ||
APPLE INC | COM | 037833100 | $7.5M | 6 % | 27,587 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $5.52M | 4 % | 279,818 | ||
INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | $5.28M | 4 % | 256,323 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $5.15M | 4 % | 263,042 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $5.03M | 4 % | 191,830 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.87M | 4 % | 7,771 |
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