Farnam Financial LLC Portfolio Holdings

Farnam Financial LLC

  • $133 Billion
  • Q4 2025

Farnam Financial LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $13.8B, Vanguard Total Stock Market Et with a value of $12.9B, Schwab Strategic Tr Us Large C with a value of $11.2B, Vanguard Ftse Developed Market with a value of $7.87B, and Apple Inc. with a value of $7.5B.

Examining the 13F form we can see an increase of $4.18B in the current position value, from $129B to 133B.

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 $133 Billion
ETFs: $104 Billion
Technology: $12 Billion
Consumer Cyclical: $3.3 Billion
Financial Services: $3.01 Billion
Healthcare: $1.09 Billion
Energy: $314 Million
Communication Services: $311 Million
Consumer Defensive: $267 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$7.5 Billion 5.64% of portfolio
27,587
Q4 2025 Added 0.76%
$662B
$3.01 Billion 2.26% of portfolio
5,982
Q4 2025 Reduced 0.33%
$2.39T
$2.42 Billion 1.82% of portfolio
10,466
Q4 2025 Added 2.99%
$3.78T
$1.1 Billion 0.83% of portfolio
2,269
Q4 2025 Added 9.88%
$1.29T
$882 Million 0.66% of portfolio
1,962
Q4 2025 Added 0.56%
$465B
$857 Million 0.65% of portfolio
4,598
Q4 2025 Added 19.83%
$1.65T
$311 Million 0.23% of portfolio
992
Q4 2025 New
$404B
$267 Million 0.2% of portfolio
310
Q4 2025 Added 5.08%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $133 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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