THEORY FINANCIAL LLC

Q4 2025 13F Holdings

  • Location
    fort collins, CO
  • Num holdings

    101

  • Value ($000)

    $296,861

  • Date Filed
    02/10/2026
  • Form type
    13F-HR
  • CIK
    0001899158
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
$26.73M
9 %

1,139,188

XLC

SELECT SECTOR SPDR TR

STATE STREET COM
$24.15M
8 %

205,097

---

VANGUARD WORLD FD

FINANCIALS ETF
$18.79M
6 %

143,424

MBB

ISHARES TR

MBS ETF
$10.59M
4 %

110,574

---

TIDAL TRUST I

FUNDSTRAT GRANNY
$9.35M
3 %

364,683

IGIB

ISHARES TR

ISHS 5-10YR INVT
$9.19M
3 %

170,072

HYLB

DBX ETF TR

XTRACK USD HIGH
$8.54M
3 %

230,286

DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$6.5M
2 %

106,128

QUAL

ISHARES TR

MSCI USA QLT FCT
$6.1M
2 %

29,937

SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
$6.06M
2 %

227,768

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