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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
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ESGV VANGUARD WORLD FD 14,308.0 $1.9M 1.38% -1K -8.4% $132.24 +3.3%
22 BSMQ INVESCO EXCH TRD SLF IDX FD 65,728.0 $1.5M 1.13% +7K +11.6% $23.55 -0.1%
23 BSMR INVESCO EXCH TRD SLF IDX FD 62,710.0 $1.5M 1.08% +13K +26.8% $23.64 -0.1%
24 VNQ VANGUARD INDEX FDS 14,295.0 $1.4M 1.00% NEW $96.43 +0.8%
25 BSCY INVESCO EXCH TRD SLF IDX FD 62,665.0 $1.3M 0.94% $20.66 -1.9%
26 VXUS VANGUARD STAR FDS 13,508.0 $1.2M 0.84% -223.0 -1.6% $85.49 +2.4%
27 IJR ISHARES TR 7,035.0 $1.0M 0.76% -2K -18.1% $148.30 -1.8%
28 VO VANGUARD INDEX FDS 12,244.0 $987K 0.72% +9K +289.4% $80.57 +2.4%
29 SCHZ SCHWAB STRATEGIC TR 40,619.0 $940K 0.69% -7K -14.4% $23.13 -1.5%
30 SCHA SCHWAB STRATEGIC TR 25,900.0 $936K 0.68% -2K -7.9% $36.13 -5.2%
31 MSFT MICROSOFT CORP Technology 2,060.0 $768K 0.56% $372.97 +37.7%
32 BSJR INVESCO EXCH TRD SLF IDX FD 34,252.0 $765K 0.56% NEW $22.35 +0.0%
33 BSJS INVESCO EXCH TRD SLF IDX FD 34,724.0 $755K 0.55% NEW $21.75 +0.0%
34 VSGX VANGUARD WORLD FD 9,062.0 $746K 0.54% +130.0 +1.5% $82.34 +1.3%
35 BSJQ INVESCO EXCH TRD SLF IDX FD 32,308.0 $742K 0.54% NEW $22.95 -0.3%
36 NVDA NVIDIA CORPORATION Technology 3,598.0 $720K 0.53% $200.10 +8.7%
37 ITOT ISHARES TR 3,823.0 $628K 0.46% $164.27 +2.6%
38 SPY STATE STR SPDR S&P 500 ETF T Financial Services 839.0 $627K 0.46% $746.77 +3.0%
39 VSS VANGUARD INTL EQUITY INDEX F 3,452.0 $533K 0.39% +75.0 +2.2% $154.28 +4.1%
40 BSJT INVESCO EXCH TRD SLF IDX FD 22,724.0 $480K 0.35% NEW $21.13 -0.0%
Page 2 of 3  ·  53 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
Technology 88.7%
Consumer Cyclical 4.4%
Financial Services 3.9%
Healthcare 3.0%