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Portfolio (Quarterly) Guide ↗

THEORY FINANCIAL LLC

· CIK 0001899158
13F Portfolio $297M AUM 101 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 39 Added 35 Reduced 1 Exited
Page 6 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWP ISHARES TR 1,464.0 $204K 0.07% $139.63 -1.3%
Page 6 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 69.1%
Healthcare 8.5%
Technology 8.0%
Communication Services 6.4%
Energy 4.9%
Consumer Cyclical 3.1%