Zhang Financial LLC Portfolio Holdings
Zhang Financial LLC
- $2.42 Billion
- Q3 2025
Zhang Financial LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.42 Billion distributed in 316 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 $186M, Vanguard Total Stock Market Et with a value of $180M, Dimensional ETF Tr U S Equity with a value of $174M, Ishares Core S&P Total U.S. St with a value of $141M, and Vanguard Star Fd Vanguard Tota with a value of $128M.
Examining the 13F form we can see an increase of $289M in the current position value, from $2.13B to 2.42B.
Below you can find more details about Zhang Financial LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 316
- Current Value $2.42 Billion
- Prior Value $2.13 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 36 stocks
- Additional Purchases 154 stocks
- Sold out of 0 stocks
- Reduced holdings in 83 stocks