Conquis Financial LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $32.1B, Dimensional ETF Tr with a value of $17.2B, Vanguard Dividend Appreciation with a value of $11.5B, Schwab Strategic Tr Intl Eqty with a value of $9.85B, and Dimensional ETF Tr U S Core Eq with a value of $7.82B.
Examining the 13F form we can see an increase of $2.59B in the current position value, from $103B to 106B.
Conquis Financial LLC is based out at Milbrae, CA
Below you can find more details about Conquis Financial LLC portfolio as well as his latest detailed transactions.
