Farrell Financial LLC Portfolio Holdings

Farrell Financial LLC

  • $170 Billion
  • Q4 2025

Farrell Financial LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $17.2B, Vanguard World Fd Esg U.S. Sto with a value of $12.1B, Schwab Strategic Tr Us Large C with a value of $11.6B, Apple Inc. with a value of $8.14B, and Vanguard Intermediate Term Cor with a value of $7.81B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $160B to 170B.

Farrell Financial LLC is based out at Orchard Park, NY

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

Portfolio value $170 Billion
ETFs: $141 Billion
Technology: $13.6 Billion
Financial Services: $5.69 Billion
Consumer Cyclical: $2.66 Billion
Consumer Defensive: $695 Million
Communication Services: $455 Million
Energy: $427 Million
Healthcare: $261 Million
Other: $0

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 74
  • Current Value $170 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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