THEORY FINANCIAL LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$296.9B

Holdings

101

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (101 positions)

StockValue
SCHZSCHWAB STRATEGIC TR
$26.7B
XLCSELECT SECTOR SPDR TR
$24.2B
VFHVANGUARD WORLD FD
$18.8B
MBBISHARES TR
$10.6B
GRNYTIDAL TRUST I
$9.3B
IGIBISHARES TR
$9.2B
HYLBDBX ETF TR
$8.5B
DYNFBLACKROCK ETF TRUST
$6.5B
QUALISHARES TR
$6.1B
SCHPSCHWAB STRATEGIC TR
$6.1B
VXUSVANGUARD STAR FDS
$6.0B
IVEISHARES TR
$5.9B
SOXXISHARES TR
$5.9B
PTFINVESCO EXCHANGE TRADED FD T
$5.6B
CTASIMPLIFY EXCHANGE TRADED FUN
$5.6B
SPYMSPDR SERIES TRUST
$5.4B
VGTVANGUARD WORLD FD
$5.4B
QQQMINVESCO EXCH TRADED FD TR II
$5.3B
IVWISHARES TR
$5.3B
GQ9SPDR GOLD TR
$5.2B
EZMWISDOMTREE TR
$4.9B
XLKSELECT SECTOR SPDR TR
$4.5B
XLGINVESCO EXCHANGE TRADED FD T
$4.4B
XLVSELECT SECTOR SPDR TR
$4.3B
EFVISHARES TR
$4.0B
XTENBONDBLOXX ETF TRUST
$4.0B
IUSBISHARES TR
$4.0B
VBRVANGUARD INDEX FDS
$3.9B
XSMOINVESCO EXCHANGE TRADED FD T
$3.7B
RZVINVESCO EXCHANGE TRADED FD T
$3.6B
IEMGISHARES INC
$3.6B
NLRVANECK ETF TRUST
$3.3B
EPIWISDOMTREE TR
$3.1B
PICKISHARES INC
$2.8B
VTEBVANGUARD MUN BD FDS
$2.5B
BINCBLACKROCK ETF TRUST II
$2.5B
THROBLACKROCK ETF TRUST
$2.5B
PDBCINVESCO ACTVELY MNGD ETC FD
$2.4B
FCTEETF OPPORTUNITIES TRUST
$2.4B
MUBISHARES TR
$2.4B
BAIBLACKROCK ETF TRUST
$2.4B
BTCGRAYSCALE BITCOIN MINI TR ET
$2.3B
KLMNINVESCO EXCH TRADED FD TR II
$2.2B
GLDMWORLD GOLD TR
$2.0B
IAGGISHARES TR
$1.9B
VTVVANGUARD INDEX FDS
$1.9B
IVVISHARES TR
$1.9B
VGITVANGUARD SCOTTSDALE FDS
$1.9B
AVEMAMERICAN CENTY ETF TR
$1.8B
SPEMSPDR INDEX SHS FDS
$1.3B
SPYSPDR S&P 500 ETF TR
$1.3B
SPTSSPDR SERIES TRUST
$1.3B
IWFISHARES TR
$1.2B
OEFISHARES TR
$1.1B
LCTUBLACKROCK ETF TRUST
$1.1B
SUSCISHARES TR
$1.0B
ALNYALNYLAM PHARMACEUTICALS INC
$991.0M
EAGGISHARES TR
$968.0M
EMBISHARES TR
$889.0M
SHLDGLOBAL X FDS
$874.0M
ESGUISHARES TR
$796.0M
DSIISHARES TR
$774.0M
TLHISHARES TR
$763.0M
HIMUBLACKROCK ETF TRUST II
$688.0M
GOOGLALPHABET INC
$673.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$591.0M
AMZNAMAZON COM INC
$528.0M
EUSBISHARES TR
$505.0M
AAPLAPPLE INC
$505.0M
USXFISHARES TR
$485.0M
SCHVSCHWAB STRATEGIC TR
$482.0M
VUGVANGUARD INDEX FDS
$454.0M
AQLTISHARES TR
$432.0M
XOMEXXON MOBIL CORP
$429.0M
ESGEISHARES INC
$420.0M
AQLTISHARES TR
$417.0M
CVXCHEVRON CORP NEW
$402.0M
IAU*ISHARES GOLD TR
$402.0M
TLTISHARES TR
$386.0M
XLFISELECT SECTOR SPDR TR
$372.0M
IYWISHARES TR
$370.0M
SYSBISHARES TR
$343.0M
IWSISHARES TR
$339.0M
QUSSPDR SERIES TRUST
$337.0M
MSFTMICROSOFT CORP
$334.0M
EFGISHARES TR
$326.0M
IVLUISHARES TR
$322.0M
EVUSISHARES TR
$320.0M
JPMJPMORGAN CHASE & CO.
$282.0M
AVGOBROADCOM INC
$277.0M
LLYELI LILLY & CO
$262.0M
VOEVANGUARD INDEX FDS
$260.0M
VEAVANGUARD TAX-MANAGED FDS
$260.0M
EXASEXACT SCIENCES CORP
$256.0M
NVDANVIDIA CORPORATION
$244.0M
NDQINVESCO QQQ TR
$222.0M
METAMETA PLATFORMS INC
$215.0M
FGDLFRANKLIN TEMPLETON HOLDINGS
$212.0M
GOOGALPHABET INC
$209.0M
ABBVABBVIE INC
$208.0M
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