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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 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA VANGUARD TAX-MANAGED FDS 157,375.0 $11.2M 8.18% +23K +17.1% $71.25 +2.5%
2 VTI VANGUARD INDEX FDS 29,835.0 $11.0M 8.05% -6K -17.7% $370.04 +2.5%
3 SGOV ISHARES TR 99,403.0 $10.0M 7.30% -6K -5.9% $100.67 +0.0%
4 SCHX SCHWAB STRATEGIC TR 305,288.0 $9.0M 6.55% -60K -16.3% $29.43 +3.1%
5 INTC INTEL CORP Technology 51,426.0 $7.2M 5.24% -14K -21.4% $139.63 -35.7%
6 BSCR INVESCO EXCH TRD SLF IDX FD 310,140.0 $6.1M 4.44% +24K +8.4% $19.61 -0.0%
7 BSCQ INVESCO EXCH TRD SLF IDX FD 302,300.0 $5.9M 4.30% +12K +4.3% $19.52 +0.0%
8 VOO VANGUARD INDEX FDS 8,333.0 $5.7M 4.17% +115.0 +1.4% $686.81 +3.0%
9 BSCS INVESCO EXCH TRD SLF IDX FD 279,904.0 $5.7M 4.16% +20K +7.7% $20.36 -0.3%
10 AAPL APPLE INC Technology 19,012.0 $5.5M 4.01% $289.37 +10.5%
11 BSCT INVESCO EXCH TRD SLF IDX FD 295,926.0 $5.5M 4.01% +20K +7.3% $18.57 -0.5%
12 SCHB SCHWAB STRATEGIC TR 172,163.0 $5.0M 3.64% -15K -8.2% $28.96 +2.6%
13 VEU VANGUARD INTL EQUITY INDEX F 51,429.0 $4.3M 3.14% +2K +3.4% $83.75 +2.0%
14 BSCU INVESCO EXCH TRD SLF IDX FD 255,400.0 $4.3M 3.10% +26K +11.6% $16.64 -1.0%
15 VB VANGUARD INDEX FDS 13,118.0 $4.0M 2.90% +862.0 +7.0% $303.11 -0.6%
16 BSCV INVESCO EXCH TRD SLF IDX FD 194,069.0 $3.2M 2.32% +7K +4.0% $16.39 -1.2%
17 BERKSHIRE HATHAWAY INC DEL 5,808.0 $2.9M 2.12% -133.0 -2.2% $500.36
18 BSCW INVESCO EXCH TRD SLF IDX FD 129,178.0 $2.6M 1.93% +4K +3.0% $20.51 -1.6%
19 RSP INVESCO EXCHANGE TRADED FD T 12,355.0 $2.6M 1.92% +454.0 +3.8% $212.77 +3.8%
20 BSCX INVESCO EXCH TRD SLF IDX FD 93,406.0 $2.0M 1.43% $21.06 -1.7%
Page 1 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%