MANCHESTER FINANCIAL INC

CIK: 0000866590Latest portfolio: $534.8M · Q4 2025

Holdings

136

Total Value

$534.8M

New Positions

16

Closed Positions

10

#StockSharesValue% PortfolioChangeType
1
SCHBSCHWAB STRATEGIC TR
3,432,268$90.0M16.83%-19,763
2
BSCTINVESCO EXCH TRD SLF IDX FD
2,246,389$42.3M7.91%+32K
3
IDMOINVESCO EXCH TRADED FD TR II
453,075$25.2M4.71%NEW
4
FDDFIRST TR EXCHANGE-TRADED FD
1,428,735$25.0M4.68%-3,046
5
SCHXSCHWAB STRATEGIC TR
918,824$24.7M4.62%-12,428
6
BSCSINVESCO EXCH TRD SLF IDX FD
1,011,972$20.8M3.90%+20K
7
FIIGFIRST TR EXCHANGE-TRADED FD
957,492$20.3M3.80%+374K
8
AQLTISHARES TR
118,491$20.2M3.78%+2K
9
NVDANVIDIA CORPORATION
100,459$18.7M3.50%NEWCall
10
RSPINVESCO EXCHANGE TRADED FD T
86,720$16.6M3.11%-6,181
11
FDLFIRST TR EXCHANGE-TRADED FD
352,833$15.6M2.93%+51K
12
AAPLAPPLE INC
54,943$14.9M2.79%-1,563
13
KLMNINVESCO EXCH TRADED FD TR II
114,090$13.6M2.55%NEWCall
14
XMMOINVESCO EXCHANGE TRADED FD T
95,394$13.2M2.47%+3K
15
FTSMFIRST TR EXCHANGE-TRADED FD
201,612$12.1M2.26%-3,388
16
AFLGFIRST TR EXCHNG TRADED FD VI
253,525$9.9M1.85%-251,643
17
METAMETA PLATFORMS INC
9,734$6.4M1.20%+938
18
TBILRBB FD INC
127,331$6.4M1.19%+812
19
MMSCFIRST TR EXCHNG TRADED FD VI
261,336$6.3M1.17%-7,945
20
GRIDFIRST TR EXCHANGE TRADED FD
40,208$6.2M1.15%-1,375
21
SCHMSCHWAB STRATEGIC TR
195,396$5.9M1.10%-22,452
22
MSFTMICROSOFT CORP
12,058$5.8M1.09%-39
23
VTVANGUARD INTL EQUITY INDEX F
29,786$4.2M0.79%-2,573
24
RWEA SERIES TRUST
160,157$4.0M0.74%+3K
25
AMZNAMAZON COM INC
16,612$3.8M0.72%+667

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
FIIG957K+374K
FDL353K+51K
BSCT2.2M+32K
SP4P59K+12K
CRPT91K+5K
TMED9K+4K
TIME63K+3K
RW160K+3K
EDIV44K+3K
XMMO95K+3K

Decreased Positions

NameSharesChange
AFLG254K-251643
SCHM195K-22452
SCHB3.4M-19763
YMAX86K-12607
SCHX919K-12428
MMSC261K-7945
RSP87K-6181
FTSM202K-3388
FDD1.4M-3046
BAC31K-2712

Sector Breakdown

Financial Services0.0% ($9.002842310251772e+240T)
Technology0.0% ($1.8735149365831332e+45T)
Unknown0.0% ($2.0218136121814126e+26T)
Industrials0.0% ($198915581528522457088.0T)
Healthcare0.0% ($220120621326976576.0T)
Consumer Cyclical0.0% ($38342555621505.3T)
Communication Services0.0% ($6425245423881.2T)
Energy0.0% ($1079.4T)
Consumer Defensive0.0% ($374.5T)
Utilities0.0% ($406.3M)
Basic Materials0.0% ($578K)
Real Estate0.0% ($464K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$534.8M138
Q3 2025Oct 15, 2025$500.9B131
Q2 2025Jul 29, 2025$477.8B121
Q1 2025May 13, 2025$443.9B122

Fund Information

CIK0000866590
Most Recent FilingFeb 12, 2026
Number of Filings4

MANCHESTER FINANCIAL INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $534.8M across 136 holdings. The largest position is SCHWAB STRATEGIC TR (SCHB), representing 16.8% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 13 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.