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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 DFNL DAVIS FUNDAMENTAL ETF TR 117,411.0 $5.3M 5.33% NEW $44.84 +2.8%
2 SETM SPROTT FDS TR 53,761.0 $1.8M 1.80% NEW $33.08 +4.6%
3 NVDA NVIDIA CORPORATION Technology 2,533.0 $442K 0.45% NEW $174.40 +29.2%
4 GOOGL ALPHABET INC Communication Services 1,467.0 $422K 0.43% NEW $287.56 +38.0%
5 NFLX NETFLIX INC. Communication Services 4,252.0 $409K 0.41% NEW $96.15 -9.5%
6 AMZN AMAZON COM INC Consumer Cyclical 1,881.0 $392K 0.40% NEW $208.27 +27.2%
7 GLD SPDR GOLD TR Financial Services 476.0 $205K 0.21% NEW $430.29 -3.0%

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%