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Portfolio (Quarterly) Guide ↗

Farrell Financial LLC

· CIK 0002031235
13F Portfolio $167M AUM 76 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 32 Added 24 Reduced 3 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV VANGUARD INDEX FDS 56,529.0 $16.9M 10.09% +2K +3.3% $298.85 +15.5%
2 VCIT VANGUARD SCOTTSDALE FDS 102,555.0 $8.5M 5.07% +9K +10.0% $82.75 -0.3%
3 AAPL APPLE INC Technology 31,658.0 $8.0M 4.80% +2K +5.7% $253.79 +21.5%
4 VEA VANGUARD TAX-MANAGED FDS 123,814.0 $7.9M 4.74% +1K +1.1% $64.08 +12.0%
5 VSGX VANGUARD WORLD FD 93,324.0 $6.7M 4.00% +589.0 +0.6% $71.73 +14.5%
6 VCSH VANGUARD SCOTTSDALE FDS 48,434.0 $3.8M 2.29% +888.0 +1.9% $79.27 -0.3%
7 MSFT MICROSOFT CORP Technology 9,558.0 $3.5M 2.11% +646.0 +7.2% $370.16 +12.4%
8 EMXC ISHARES INC 41,437.0 $3.3M 1.95% +553.0 +1.4% $78.66 +27.1%
9 VTIP VANGUARD MALVERN FDS 60,248.0 $3.0M 1.80% +999.0 +1.7% $49.95 +0.7%
10 EMB ISHARES TR 30,892.0 $2.9M 1.73% +2K +6.3% $93.93 +1.8%
11 AMZN AMAZON COM INC Consumer Cyclical 11,049.0 $2.3M 1.38% +275.0 +2.5% $208.27 +27.4%
12 VCLT VANGUARD SCOTTSDALE FDS 29,195.0 $2.2M 1.30% +1K +4.0% $74.72 +0.2%
13 VCRB VANGUARD MALVERN FDS 27,193.0 $2.1M 1.26% +6K +25.6% $77.38 -0.5%
14 PFF ISHARES TR 62,798.0 $1.9M 1.14% +1K +2.0% $30.32 +3.4%
15 VAW VANGUARD WORLD FD 7,354.0 $1.7M 0.99% +72.0 +1.0% $225.33 +2.9%
16 CWB SPDR SERIES TRUST 15,638.0 $1.4M 0.85% +324.0 +2.1% $91.52 +16.6%
17 JBND J P MORGAN EXCHANGE TRADED F 20,407.0 $1.1M 0.66% +15K +273.6% $53.77 -0.9%
18 NVDA NVIDIA CORPORATION Technology 4,930.0 $860K 0.51% +263.0 +5.6% $174.41 +23.2%
19 QGRW WISDOMTREE TR 14,725.0 $787K 0.47% +3K +24.3% $53.43 +24.2%
20 VUG VANGUARD INDEX FDS 1,428.0 $624K 0.37% +14.0 +1.0% $436.90 -79.8%
Page 1 of 2  ·  32 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
Technology 46.2%
Financial Services 35.7%
Consumer Cyclical 8.2%
Healthcare 3.0%
Consumer Defensive 3.0%
Energy 2.2%
Industrials 0.9%
Communication Services 0.8%