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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 VTI VANGUARD INDEX FDS 29,835.0 $11.0M 8.05% -6K -17.7% $370.04 +2.5%
2 SGOV ISHARES TR 99,403.0 $10.0M 7.30% -6K -5.9% $100.67 +0.0%
3 SCHX SCHWAB STRATEGIC TR 305,288.0 $9.0M 6.55% -60K -16.3% $29.43 +3.1%
4 INTC INTEL CORP Technology 51,426.0 $7.2M 5.24% -14K -21.4% $139.63 -35.9%
5 SCHB SCHWAB STRATEGIC TR 172,163.0 $5.0M 3.64% -15K -8.2% $28.96 +2.6%
6 BERKSHIRE HATHAWAY INC DEL 5,808.0 $2.9M 2.12% -133.0 -2.2% $500.36
7 ESGV VANGUARD WORLD FD 14,308.0 $1.9M 1.38% -1K -8.4% $132.24 +3.3%
8 VXUS VANGUARD STAR FDS 13,508.0 $1.2M 0.84% -223.0 -1.6% $85.49 +2.4%
9 IJR ISHARES TR 7,035.0 $1.0M 0.76% -2K -18.1% $148.30 -1.8%
10 SCHZ SCHWAB STRATEGIC TR 40,619.0 $940K 0.69% -7K -14.4% $23.13 -1.5%
11 SCHA SCHWAB STRATEGIC TR 25,900.0 $936K 0.68% -2K -7.9% $36.13 -5.2%
12 AMZN AMAZON COM INC Consumer Cyclical 1,858.0 $443K 0.32% -40.0 -2.1% $238.34 +11.8%
13 BIO BIO RAD LABS INC Healthcare 773.0 $227K 0.17% -375.0 -32.7% $293.61 +32.0%

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%