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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 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FDV FEDERATED HERMES ETF TRUST 290,221.0 $8.9M 9.06% -92K -24.1% $30.80 +0.9%
2 GRNY TIDAL TRUST I 342,365.0 $8.2M 8.28% +92K +36.6% $23.87 +11.6%
3 IVES WEDBUSH SER TR 252,923.0 $7.2M 7.27% +157K +162.6% $28.37 +27.4%
4 TPLS THORNBURG ETF TR 248,384.0 $6.3M 6.34% +40K +19.4% $25.21 -1.1%
5 SIO TOUCHSTONE ETF TRUST 239,261.0 $6.1M 6.21% $25.63 -0.4%
6 WTBN WISDOMTREE TR 239,124.0 $6.0M 6.13% -5K -2.1% $25.30 -1.1%
7 BBBS BONDBLOXX ETF TRUST 117,064.0 $6.0M 6.07% +33K +38.7% $51.15 -0.5%
8 JDVI JOHN HANCOCK EXCHANGE TRADED 145,826.0 $5.3M 5.34% -33K -18.6% $36.13 +6.8%
9 DFNL DAVIS FUNDAMENTAL ETF TR 117,411.0 $5.3M 5.33% NEW $44.84 +2.8%
10 CANC TEMA ETF TRUST 139,662.0 $5.1M 5.19% +69K +98.7% $36.70 -0.3%
11 XMHQ INVESCO EXCHANGE TRADED FD T 49,076.0 $5.1M 5.14% -34K -40.8% $103.37 +4.0%
12 DFIS DIMENSIONAL ETF TRUST 134,670.0 $4.5M 4.59% +14K +11.6% $33.67 +7.2%
13 TEMA ETF TRUST 117,477.0 $4.0M 4.08% +34K +40.1% $34.24
14 WMT WALMART INC Consumer Defensive 31,825.0 $4.0M 4.01% +2K +6.3% $124.28 +5.8%
15 OUSM ALPS ETF TR 64,290.0 $2.8M 2.85% -54K -45.5% $43.74 +5.3%
16 RSHO TEMA ETF TRUST 45,068.0 $2.2M 2.27% -20K -30.8% $49.78 +10.3%
17 SETM SPROTT FDS TR 53,761.0 $1.8M 1.80% NEW $33.08 +4.6%
18 XOM EXXON MOBIL CORP Energy 7,606.0 $1.3M 1.31% -395.0 -4.9% $169.66 -6.9%
19 VOO VANGUARD INDEX FDS 1,877.0 $1.1M 1.14% +20.0 +1.1% $597.55 +13.6%
20 JPEF J P MORGAN EXCHANGE TRADED F 11,354.0 $815K 0.83% -2K -12.3% $71.81 +11.3%
Page 1 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%