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CIK: 0002040901
Total reported value
$20.6M
$20.6M
168 檔
542.2%
As reported in its official Q4 2025 Form 13F filing, Financially Speaking Inc's tracked investment portfolio stood at $20.6M with 168 total positions.
Financially Speaking Inc executed strategic sector rebalancing during Q4 2025, establishing 19 new positions while fully exiting 20 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 20.37% | -0.01% | EXIT | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 18.04% | — | EXIT | |
| 3 | SNOXX | Schwab Trsry Obl Mny-inv | Stock-Other | 12.02% | — | -1.98% | |
| 4 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 11.34% | +0.01% | +223.80% | |
| 5 | IOBAX | Icon Flexible Bond Fund-inv | Stock-Other | 10.46% | — | +26.09% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.90% | — | -13.30% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.32% | +0.01% | -2.63% | |
| 8 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 3.16% | — | EXIT | |
| 9 | SCOXX | Schwab Trsry Obl Mny-ult | Stock-Other | 1.62% | — | -0.47% | |
| 10 | RNMBY | Rheinmetall Ag-unsp Adr | Stock-Other | 1.40% | — | -44.54% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 1.12% | — | — | |
| 12 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.91% | — | EXIT | |
| 13 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.91% | — | EXIT | |
| 14 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.90% | — | EXIT | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.81% | — | -26.96% | |
| 16 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 0.80% | — | — | |
| 17 | SNSXX | Schwab US Treasury Money-inv | Stock-Other | 0.63% | — | +0.93% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | — | -1.40% | |
| 19 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 0.59% | — | -82.67% | |
| 20 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.58% | — | -88.23% | |
| 21 | MCK | Mckesson CORP | Stock-Healthcare | 0.42% | — | — | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.29% | — | -3.05% | |
| 23 | ANCFX | Amer Fnd Fndmntl Invst-a | Stock-Other | 0.24% | — | — | |
| 24 | XEL | Xcel Energy Inc | Stock-Utilities | 0.18% | — | +0.05% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | — | — | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 0.15% | — | — | |
| 27 | SWVXX | Schwa Prime Adv Money Fd-inv | Stock-Other | 0.14% | — | +0.97% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.12% | — | — | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | — | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | — | -0.97% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.11% | — | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | — | +8.52% | |
| 34 | PCONX | Putnam Convert Sec-a | Stock-Other | 0.09% | — | +4.45% | |
| 35 | USB | US Bancorp | Stock-Financials | 0.08% | — | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | — | +36.00% | |
| 37 | AWSHX | Amer Fnd Wash Mtl Inv-a | Stock-Other | 0.07% | — | +5.03% | |
| 38 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.07% | — | — | |
| 39 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.06% | — | +0.56% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.06% | — | +0.30% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.06% | — | — | |
| 42 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.06% | — | -99.42% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.06% | — | +14.29% | |
| 44 | VEIPX | Vanguard Equity Income-inv | Stock-Other | 0.05% | — | — | |
| 45 | TT | Trane Technologies plc | Stock-Industrials | 0.05% | — | — | |
| 46 | VWINX | Vanguard Wellesley Inc-inv | Stock-Other | 0.05% | — | — | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.05% | — | +57.89% | |
| 48 | LII | Lennox International Inc | Stock-Industrials | 0.04% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.04% | — | -98.13% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLDR | Fidelity Low Durat Fact ETF | +7.8% | +223.80% | Add |
| 2 | IOBAX | Icon Flexible Bond Fund-inv | +2% | +26.09% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 4 | GEV | GE Vernova Inc | 0% | +1666.67% | Add |
| 5 | CRWD | Crowdstrike Holdings Inc - A | 0% | +57.89% | Add |
| 6 | AMZN | Amazon.com Inc | 0% | +8.52% | Add |
| 7 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 8 | META | Meta Platforms Inc-class A | 0% | +36.00% | Add |
| 9 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 10 | RTX | Rtx CORP | 0% | — | Unchanged |
| 11 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 12 | INTC | Intel CORP | 0% | +69.23% | Add |
| 13 | BA | Boeing Co/the | 0% | +14.29% | Add |
| 14 | USB | US Bancorp | 0% | — | Unchanged |
| 15 | AMD | Advanced Micro Devices | 0% | -3.00% | Trim |
| 16 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 17 | NDSN | Nordson CORP | 0% | — | Unchanged |
| 18 | RIVN | Rivian Automotive Inc-a | — | — | Unchanged |
| 19 | SNSXX | Schwab US Treasury Money-inv | — | +0.93% | Add |
| 20 | ROST | Ross Stores Inc | — | — | Unchanged |
| 21 | BMNR | Bitmine Immersion Technologi | — | — | Unchanged |
| 22 | SLV | Ishares Silver Trust | — | — | Unchanged |
| 23 | LIN | Linde plc | — | — | Unchanged |
| 24 | ANCFX | Amer Fnd Fndmntl Invst-a | — | — | Unchanged |
| 25 | T | At&t Inc | — | — | Unchanged |
| 26 | AAPL | Apple Inc | — | +0.30% | Add |
| 27 | HD | Home Depot Inc | — | — | Unchanged |
| 28 | COIN | Coinbase Global Inc -class A | — | — | Unchanged |
| 29 | MRK | Merck & Co. Inc. | — | — | Unchanged |
| 30 | NVDL | Granitesh 2x Lng Nvda ETF | — | — | Unchanged |
| 31 | PSX | Phillips 66 | — | +0.93% | Add |
| 32 | AWSHX | Amer Fnd Wash Mtl Inv-a | — | +5.03% | Add |
| 33 | HIMS | Hims & Hers Health Inc | — | — | Unchanged |
| 34 | VWINX | Vanguard Wellesley Inc-inv | — | — | Unchanged |
| 35 | GILD | Gilead Sciences Inc | — | — | Unchanged |
| 36 | SWVXX | Schwa Prime Adv Money Fd-inv | — | +0.97% | Add |
| 37 | MDT | Medtronic plc | — | — | Unchanged |
| 38 | SPOT | Spotify Technology S.A. | — | — | Unchanged |
| 39 | BAC | Bank Of America CORP | — | +0.40% | Add |
| 40 | SYK | Stryker CORP | — | — | Unchanged |
| 41 | SPLV | Invesco S&p 500 Low Volatili | — | — | Unchanged |
| 42 | PNC | Pnc Financial Services Group | — | — | Unchanged |
| 43 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 44 | SWPPX | Schwab S&p 500 Index-sel | — | +1.06% | Add |
| 45 | AMC | Amc Entertainment Hlds-cl A | — | — | Unchanged |
| 46 | ALLE | Allegion plc | — | — | Unchanged |
| 47 | DHX | Dhi Group Inc | — | — | Unchanged |
| 48 | BBAI | Bigbear.ai Holdings Inc | — | — | Unchanged |
| 49 | DEMZ | Democratic Large Cap Core | — | — | Unchanged |
| 50 | CCI | Crown Castle Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Financially Speaking Inc reported a total U.S. public equity portfolio value of $20.6M across 168 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, SPY, SNOXX) accounted for 542.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
RSP
市值: $31.5M
Top Position Liquidated / Trimmed
XLK
前期市值: $10.1M
During Q4 2025, Financially Speaking Inc's top holdings by market value included RSP (20.4%)、SPY (18.0%)、SNOXX (12.0%). The largest single position, RSP, represented 20.4% of total portfolio value.
In Q4 2025, Financially Speaking Inc made 84 total portfolio adjustments, initiating 19 new buys, adding to 24 positions, trimming 21 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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