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Portfolio (Quarterly) Guide ↗

Farrell Financial LLC

· CIK 0002031235
13F Portfolio $185M AUM 83 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 35 Added 24 Reduced 1 Exited
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VCIT VANGUARD SCOTTSDALE FDS 109,291.0 $9.0M 4.88% +7K +6.6% $82.65 -1.8%
2 VSGX VANGUARD WORLD FD 95,680.0 $7.9M 4.26% +2K +2.5% $82.34 +1.3%
3 VO VANGUARD INDEX FDS 88,547.0 $7.1M 3.86% +66K +296.8% $80.57 +2.4%
4 BND VANGUARD BD INDEX FDS 96,242.0 $7.1M 3.82% +7K +8.4% $73.41 -1.5%
5 EMXC ISHARES INC 41,735.0 $4.3M 2.31% +298.0 +0.7% $102.30 -4.1%
6 VCSH VANGUARD SCOTTSDALE FDS 48,709.0 $3.8M 2.08% +275.0 +0.6% $79.03 -0.7%
7 MSFT MICROSOFT CORP Technology 9,878.0 $3.7M 1.99% +320.0 +3.4% $373.03 +37.7%
8 VTIP VANGUARD MALVERN FDS 62,205.0 $3.1M 1.69% +2K +3.2% $50.23 -1.2%
9 EMB ISHARES TR 32,089.0 $3.1M 1.67% +1K +3.9% $96.44 -1.6%
10 AMZN AMAZON COM INC Consumer Cyclical 11,148.0 $2.7M 1.44% +99.0 +0.9% $238.34 +11.8%
11 VCRB VANGUARD MALVERN FDS 29,356.0 $2.3M 1.23% +2K +8.0% $77.23 -1.5%
12 PFF ISHARES TR 64,570.0 $2.0M 1.06% +2K +2.8% $30.49 +0.2%
13 CWB SPDR SERIES TRUST 15,981.0 $1.7M 0.93% +343.0 +2.2% $107.82 -5.0%
14 VAW VANGUARD WORLD FD 7,483.0 $1.7M 0.93% +129.0 +1.8% $228.79 +4.3%
15 IUSB ISHARES TR 33,783.0 $1.6M 0.84% +5K +18.2% $46.15 -1.4%
16 VBIL VANGUARD INSTL INDEX FD 18,734.0 $1.4M 0.77% +478.0 +2.6% $75.68 +0.0%
17 VTI VANGUARD INDEX FDS 3,704.0 $1.4M 0.74% +39.0 +1.1% $370.02 +2.5%
18 JBND J P MORGAN EXCHANGE TRADED F 24,354.0 $1.3M 0.70% +4K +19.3% $53.50 -1.5%
19 VTEB VANGUARD MUN BD FDS 21,488.0 $1.1M 0.59% +162.0 +0.8% $50.58 -2.3%
20 VEU VANGUARD INTL EQUITY INDEX F 12,377.0 $1.0M 0.56% +304.0 +2.5% $83.75 +2.0%
Page 1 of 2  ·  35 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 52.1%
Financial Services 31.5%
Consumer Cyclical 8.9%
Healthcare 3.0%
Consumer Defensive 1.9%
Energy 1.6%
Industrials 0.9%