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Portfolio (Quarterly) Guide ↗

Willow Financial LLC

· CIK 0002077046
13F Portfolio $98M AUM 40 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FDV FEDERATED HERMES ETF TRUST 382,206.0 $10.9M 11.12% NEW $28.61 +9.3%
2 XMHQ INVESCO EXCHANGE TRADED FD T 82,895.0 $8.5M 8.63% NEW $102.42 +3.7%
3 JDVI JOHN HANCOCK EXCHANGE TRADED 179,152.0 $6.3M 6.41% NEW $35.18 +9.1%
4 WTBN WISDOMTREE TR 244,202.0 $6.2M 6.32% NEW $25.46 -2.1%
5 SIO TOUCHSTONE ETF TRUST 239,248.0 $6.2M 6.31% NEW $25.95 -2.1%
6 GRNY TIDAL TRUST I 250,579.0 $6.2M 6.31% NEW $24.76 +6.7%
7 TPLS THORNBURG ETF TR 208,012.0 $5.3M 5.38% NEW $25.46 -2.4%
8 OUSM ALPS ETF TR 118,058.0 $5.2M 5.25% NEW $43.74 +4.4%
9 BBBS BONDBLOXX ETF TRUST 84,406.0 $4.3M 4.42% NEW $51.48 -1.3%
10 J P MORGAN EXCHANGE TRADED F 78,955.0 $4.0M 4.06% NEW $50.59
11 DFIS DIMENSIONAL ETF TRUST 120,681.0 $4.0M 4.04% NEW $32.94 +8.5%
12 WMT WALMART INC Consumer Defensive 29,931.0 $3.3M 3.39% NEW $111.41 +19.1%
13 IVES WEDBUSH SER TR 96,303.0 $3.0M 3.10% NEW $31.61 +13.8%
14 RSHO TEMA ETF TRUST 65,098.0 $2.9M 2.94% NEW $44.34 +21.0%
15 CANC TEMA ETF TRUST 70,294.0 $2.4M 2.48% NEW $34.72 +4.0%
16 TEMA ETF TRUST 83,851.0 $2.4M 2.47% NEW $28.93
17 TOLL TEMA ETF TRUST 68,091.0 $2.4M 2.44% NEW $35.22 +7.8%
18 SHLD GLOBAL X FDS 33,233.0 $2.2M 2.19% NEW $64.79 -1.2%
19 ELFY ALPS ETF TR 59,844.0 $2.1M 2.14% NEW $35.20 +20.2%
20 VOO VANGUARD INDEX FDS 1,857.0 $1.2M 1.18% NEW $627.13 +7.6%
Page 1 of 2  ·  40 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
Consumer Defensive 37.1%
Financial Services 20.0%
Technology 15.8%
Industrials 12.6%
Energy 10.7%
Healthcare 3.8%