Zhang Financial LLC New Holdings in Q3 2025

Zhang Financial LLC

  • $2.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
16.9K
New
$141.13 - $159.19 $2.38M - $2.69M
16.9K $2.47M
GKOS
Glaukos Corp

Healthcare
21.7K
New
$79.92 - $106.55 $1.74M - $2.31M
21.7K $1.77M
KAI
Kadant Inc

Industrials
5.09K
New
$297.58 - $358.61 $1.51M - $1.83M
5.09K $1.51M
IMAX
Imax Corp

Communication Services
27.6K
New
$24.51 - $32.75 $676K - $903K
27.6K $903K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
5.15K
New
$138.31 - $165.45 $712K - $851K
5.15K $851K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
16.2K
New
$49.09 - $50.58 $794K - $818K
16.2K $816K
SKY
Skyline Champion Corp

Consumer Cyclical
10K
New
$60.9 - $78.84 $609K - $788K
10K $763K
PLTR
Palantir Technologies Inc.

Technology
3.82K
New
$130.68 - $186.97 $499K - $715K
3.82K $697K
IEFA
Ishares Tr

ETFs
5.35K
New
$81.7 - $87.53 $437K - $468K
5.35K $466K
WEC
Wec Energy Group, Inc.

Utilities
4K
New
$103.66 - $114.59 $414K - $458K
4K $457K
EMR
Emerson Electric CO

Industrials
2.82K
New
$128.6 - $149.63 $362K - $421K
2.82K $369K
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.06K
New
$86.72 - $111.84 $266K - $343K
3.06K $342K
DTE
Dte Energy CO

Utilities
2.26K
New
$130.26 - $141.49 $295K - $320K
2.26K $319K
BNDX
Vanguard Total International B

ETFs
6.15K
New
$49.0 - $49.51 $301K - $304K
6.15K $304K
WOR
Worthington Industries Inc

Industrials
5K
New
$52.79 - $67.39 $264K - $337K
5K $277K
HOMZ
ETF Ser Solutions Hoya Cap Hsg

ETFs
5.62K
New
$43.63 - $49.45 $245K - $278K
5.62K $264K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1K
New
$236.25 - $257.69 $236K - $258K
1K $256K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.09K
New
$208.02 - $237.84 $227K - $260K
1.09K $255K
IXN
Ishares Global Information Tec

ETFs
2.38K
New
$91.28 - $103.32 $217K - $246K
2.38K $245K
MTRN
Materion Corp

Basic Materials
2K
New
$80.72 - $122.12 $161K - $244K
2K $241K
FNDX
Schwab Fundamental U S Large C

ETFs
9.19K
New
$24.38 - $26.34 $224K - $242K
9.19K $241K
TMO
Thermo Fisher Scientific Inc.

Healthcare
439
New
$404.94 - $499.99 $178K - $219K
439 $212K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.6K
New
$29.55 - $32.52 $195K - $215K
6.6K $211K
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.65K
New
$42.28 - $45.71 $197K - $212K
4.65K $211K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.3K
New
$28.38 - $29.05 $207K - $212K
7.3K $210K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.3K
New
$48.31 - $48.93 $208K - $210K
4.3K $209K
WFC
Wells Fargo & Company

Financial Services
2.49K
New
$77.05 - $85.16 $192K - $212K
2.49K $208K
GD
General Dynamics Corp

Industrials
611
New
$293.92 - $341.0 $180K - $208K
611 $208K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.11K
New
$86.92 - $99.32 $184K - $210K
2.11K $206K
CRWD
Crowd Strike Holdings, Inc.

Technology
421
New
$412.46 - $514.1 $174K - $216K
421 $206K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.23K
New
$46.86 - $48.27 $198K - $204K
4.23K $203K
CMPS
Compass Pathways PLC

Healthcare
19K
New
N/A
19K $162K
RYH
Invesco S&P 500 Equal Weight H

ETFs
6.9K
New
N/A
6.9K $0
Dimensional ETF Trust
5.45K
New
N/A
5.45K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
10.9K
New
N/A
10.9K $0
Activity Summary
Buys All Purchases 190 New Holdings 36 Increased Positions 154 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Zhang Financial LLC Portfolio

Follow Zhang Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email