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Portfolio (Quarterly) Guide ↗

Farnam Financial LLC

· CIK 0002080267
13F Portfolio $122M AUM 49 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 20 Added 16 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 TSLA TESLA INC Consumer Cyclical 1,962 $882K 0.66% SOLD
2 GOOGL ALPHABET INC Communication Services 992 $311K 0.23% SOLD
3 VCLT VANGUARD SCOTTSDALE FDS 3,975 $302K 0.23% SOLD
4 COST COSTCO WHSL CORP NEW Consumer Defensive 310 $267K 0.20% SOLD
5 SMH VANECK ETF TRUST 700 $252K 0.19% SOLD
6 USHY ISHARES TR 5,561 $208K 0.16% SOLD
7 BSJQ INVESCO EXCH TRD SLF IDX FD 8,582 $200K 0.15% SOLD
Sector Allocation
Technology 82.5%
Healthcare 5.7%
Financial Services 4.9%
Consumer Cyclical 3.6%
Energy 3.4%