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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  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV VANGUARD INDEX FDS 55,599.0 $19.1M 10.34% -930.0 -1.6% $343.91 +3.1%
2 ESGV VANGUARD WORLD FD 98,026.0 $13.0M 7.01% -697.0 -0.7% $132.24 +3.3%
3 VB VANGUARD INDEX FDS 23,330.0 $7.1M 3.83% -212.0 -0.9% $303.12 -0.8%
4 MOAT VANECK ETF TRUST 44,974.0 $4.7M 2.53% -2K -4.2% $103.96 +10.6%
5 QUAL ISHARES TR 19,125.0 $4.2M 2.27% -678.0 -3.4% $219.43 +1.9%
6 L LOEWS CORP Financial Services 34,696.0 $3.9M 2.12% -1K -2.9% $113.21 -3.1%
7 VIG VANGUARD SPECIALIZED FUNDS 15,904.0 $3.8M 2.04% -217.0 -1.4% $236.62 +2.7%
8 IAU ISHARES GOLD TR Financial Services 47,699.0 $3.6M 1.95% -2K -4.2% $75.51 +11.0%
9 VCLT VANGUARD SCOTTSDALE FDS 27,973.0 $2.1M 1.14% -1K -4.2% $75.25 -3.9%
10 LQD ISHARES TR 14,171.0 $1.5M 0.84% -5K -25.6% $109.07 -2.5%
11 VCEB VANGUARD WORLD FD 15,544.0 $976K 0.53% -695.0 -4.3% $62.76 -1.9%
12 ESGU ISHARES TR 5,471.0 $895K 0.48% -70.0 -1.3% $163.66 +3.1%
13 EUSA ISHARES INC 6,397.0 $730K 0.40% -235.0 -3.5% $114.18 +3.2%
14 NYF ISHARES TR 10,602.0 $572K 0.31% -120.0 -1.1% $53.91 -2.4%
15 AGG ISHARES TR 5,736.0 $568K 0.31% -548.0 -8.7% $98.97 -1.5%
16 JNJ JOHNSON & JOHNSON Healthcare 2,127.0 $540K 0.29% -61.0 -2.8% $253.99 +5.5%
17 IVV ISHARES TR 672.0 $503K 0.27% -23.0 -3.3% $748.80 +3.2%
18 ABBV ABBVIE INC Healthcare 1,435.0 $361K 0.20% -12.0 -0.8% $251.58 +1.5%
19 WTV WISDOMTREE TR 3,450.0 $351K 0.19% -146.0 -4.1% $101.72 +6.9%
20 VXUS VANGUARD STAR FDS 4,031.0 $345K 0.19% -143.0 -3.4% $85.49 +2.4%
Page 1 of 2  ·  24 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%