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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 Status
1 TOLL TEMA ETF TRUST 68,091 $2.4M 2.44% SOLD
2 ELFY ALPS ETF TR 59,844 $2.1M 2.14% SOLD
3 RTX RTX CORPORATION Industrials 2,470 $453K 0.46% SOLD
4 APH AMPHENOL CORP Technology 3,033 $410K 0.42% SOLD
5 V VISA INC Financial Services 1,166 $409K 0.42% SOLD
6 CBOE CBOE GLOBAL MKTS INC Financial Services 1,568 $394K 0.40% SOLD
7 WRB BERKLEY W R CORP Financial Services 5,274 $370K 0.38% SOLD
8 TT TRANE TECHNOLOGIES PLC Industrials 900 $350K 0.36% SOLD
9 ETN EATON CORP PLC Industrials 1,037 $330K 0.34% SOLD
10 BLACKROCK ETF TRUST 2,988 $221K 0.23% SOLD
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%