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Portfolio (Quarterly) Guide ↗

Farnam Financial LLC

· CIK 0002080267
13F Portfolio $137M AUM 53 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 19 Added 13 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VNQ VANGUARD INDEX FDS 14,295.0 $1.4M 1.00% NEW $96.43 +0.8%
2 BSJR INVESCO EXCH TRD SLF IDX FD 34,252.0 $765K 0.56% NEW $22.35 +0.0%
3 BSJS INVESCO EXCH TRD SLF IDX FD 34,724.0 $755K 0.55% NEW $21.75 +0.0%
4 BSJQ INVESCO EXCH TRD SLF IDX FD 32,308.0 $742K 0.54% NEW $22.95 -0.3%
5 BSJT INVESCO EXCH TRD SLF IDX FD 22,724.0 $480K 0.35% NEW $21.13 -0.0%
6 BSMS INVESCO EXCH TRD SLF IDX FD 13,960.0 $327K 0.24% NEW $23.44 -0.5%
7 TSLA TESLA INC Consumer Cyclical 660.0 $278K 0.20% NEW $420.60 -17.1%
8 LRCX LAM RESEARCH CORP Technology 514.0 $223K 0.16% NEW $433.33 -30.3%
9 BSMT INVESCO EXCH TRD SLF IDX FD 9,515.0 $219K 0.16% NEW $23.03 -0.5%

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
Technology 88.7%
Consumer Cyclical 4.4%
Financial Services 3.9%
Healthcare 3.0%