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Portfolio (Quarterly) Guide ↗

Willow Financial LLC

· CIK 0002077046
13F Portfolio $99M AUM 37 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 11 Added 12 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GRNY TIDAL TRUST I 342,365.0 $8.2M 8.28% +92K +36.6% $23.87 +11.6%
2 IVES WEDBUSH SER TR 252,923.0 $7.2M 7.27% +157K +162.6% $28.37 +27.4%
3 TPLS THORNBURG ETF TR 248,384.0 $6.3M 6.34% +40K +19.4% $25.21 -1.1%
4 BBBS BONDBLOXX ETF TRUST 117,064.0 $6.0M 6.07% +33K +38.7% $51.15 -0.5%
5 CANC TEMA ETF TRUST 139,662.0 $5.1M 5.19% +69K +98.7% $36.70 -0.3%
6 DFIS DIMENSIONAL ETF TRUST 134,670.0 $4.5M 4.59% +14K +11.6% $33.67 +7.2%
7 TEMA ETF TRUST 117,477.0 $4.0M 4.08% +34K +40.1% $34.24
8 WMT WALMART INC Consumer Defensive 31,825.0 $4.0M 4.01% +2K +6.3% $124.28 +5.8%
9 VOO VANGUARD INDEX FDS 1,877.0 $1.1M 1.14% +20.0 +1.1% $597.55 +13.6%
10 AAPL APPLE INC Technology 1,926.0 $489K 0.49% +13.0 +0.7% $253.79 +17.4%
11 MSFT MICROSOFT CORP Technology 1,223.0 $453K 0.46% +210.0 +20.7% $370.17 +14.0%

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
Consumer Defensive 44.3%
Technology 15.5%
Energy 14.5%
Communication Services 9.3%
Financial Services 8.5%
Consumer Cyclical 4.4%
Healthcare 3.6%