Farnam Financial LLC Portfolio Holdings

Farnam Financial LLC

  • $129 Billion
  • Q3 2025

Farnam Financial LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $13.7B, Vanguard Total Stock Market Et with a value of $13.4B, Ishares Trishares 0 3 Mnth Tre with a value of $13.3B, Apple Inc. with a value of $6.97B, and Vanguard Ftse Developed Market with a value of $6.48B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $111B to 129B.

Farnam Financial LLC is based out at Phoenix, AZ

Below you can find more details about Farnam Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $102 Billion
Technology: $11.1 Billion
Consumer Cyclical: $3.1 Billion
Financial Services: $3.02 Billion
Healthcare: $702 Million
Energy: $306 Million
Consumer Defensive: $273 Million

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

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

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $129 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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