Conquis Financial LLC Portfolio Holdings

Conquis Financial LLC

  • $106 Billion
  • Q3 2025

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.

Portfolio value $106 Billion
ETFs: $81.2 Billion
Technology: $2.47 Billion
Financial Services: $639 Million
Consumer Defensive: $185 Million
Industrials: $171 Million
Healthcare: $117 Million
Communication Services: $76.7 Million
Consumer Cyclical: $11.2 Million
Other: $47,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $106 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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