Financially Speaking Inc Portfolio Holdings

Financially Speaking Inc

  • $152 Billion
  • Q3 2025

Financially Speaking Inc has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Treasury Oblig Money Inv with a value of $19B, Jpmorgan U S Tech Leaders ETF Iv with a value of $15.7B, Icon Flexible Bd Fd Inv with a value of $12.9B, Technology Sector Spdr with a value of $10.1B, and Invesco ETF Tr Ii S&P 500 Mome with a value of $8.67B.

Examining the 13F form we can see an increase of $265M in the current position value, from $152B to 152B.

Financially Speaking Inc is based out at Greenwood Village, CO

Below you can find more details about Financially Speaking Inc portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $72.4 Billion
Industrials: $5.45 Billion
Financial Services: $3.65 Billion
Technology: $3.19 Billion
Healthcare: $1.14 Billion
Consumer Defensive: $571 Million
Energy: $442 Million
Consumer Cyclical: $420 Million
Other: $766 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88.3M
$2.64 Million 0.0% of portfolio
950
Q3 2025 Reduced 72.93%

Summary

  • Portfolio
  • No. of Stocks 216
  • Current Value $152 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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