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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
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 2,692.0 $773K 0.78% $287.18 -73.5%
22 FRDM EA SERIES TRUST 9,102.0 $497K 0.50% -1K -10.6% $54.65 +18.7%
23 AAPL APPLE INC Technology 1,926.0 $489K 0.49% +13.0 +0.7% $253.79 +17.8%
24 IVV ISHARES TR 730.0 $477K 0.48% $653.21 +12.9%
25 MSFT MICROSOFT CORP Technology 1,223.0 $453K 0.46% +210.0 +20.7% $370.17 +12.8%
26 NVDA NVIDIA CORPORATION Technology 2,533.0 $442K 0.45% NEW $174.40 +26.5%
27 J P MORGAN EXCHANGE TRADED F 8,712.0 $441K 0.45% -70K -89.0% $50.61
28 GOOGL ALPHABET INC Communication Services 1,467.0 $422K 0.43% NEW $287.56 +34.8%
29 NFLX NETFLIX INC. Communication Services 4,252.0 $409K 0.41% NEW $96.15 -7.1%
30 AMZN AMAZON COM INC Consumer Cyclical 1,881.0 $392K 0.40% NEW $208.27 +24.5%
31 MOAT VANECK ETF TRUST 3,985.0 $385K 0.39% $96.70 +3.2%
32 AXP AMERICAN EXPRESS CO Financial Services 1,117.0 $338K 0.34% -34.0 -3.0% $302.48 +2.3%
33 EW EDWARDS LIFESCIENCES CORP Healthcare 3,959.0 $317K 0.32% $80.08 +2.6%
34 SHLD GLOBAL X FDS 3,043.0 $216K 0.22% -30K -90.8% $70.84 -9.6%
35 SLV ISHARES SILVER TR Financial Services 3,136.0 $214K 0.22% $68.14 -1.8%
36 VB VANGUARD INDEX FDS 802.0 $210K 0.21% $261.92 +6.5%
37 GLD SPDR GOLD TR Financial Services 476.0 $205K 0.21% NEW $430.29 -4.4%
Page 2 of 2  ·  37 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 44.3%
Technology 15.5%
Energy 14.5%
Communication Services 9.3%
Financial Services 8.5%
Consumer Cyclical 4.4%
Healthcare 3.6%