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.
