Zhang Financial LLC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$2.2B
Holdings
291
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (291 positions)
| Stock | Value |
|---|---|
MDTMEDTRONIC PLC | $2.3M |
VBVANGUARD SMALL | $2.3M |
SCHZSCHWAB AGGREGATE | $2.3M |
VVISA INC | $2.2M |
BRK-BBERKSHIRE HATHAWAY | $2.2M |
A4SAMERIPRISE FINANCIAL | $2.2M |
IWBISHARES RUSSELL | $2.2M |
KKRKKR & CO | $2.1M |
MCKMCKESSON CORP | $2.1M |
4I1PHILIP MORRIS | $2.0M |
LLYELI LILLY | $2.0M |
DFAEDIMENSIONAL EMERGING | $2.0M |
VXFVANGUARD EXTENDED | $1.9M |
VGSHVANGUARD SHORT | $1.9M |
SDYSPDR SERIES | $1.9M |
MLB1MERCADOLIBRE INC | $1.9M |
UBERUBER TECHNOLOGIES | $1.9M |
SPDWSPDR PORTFOLIO | $1.9M |
TIPISHARES TIPS | $1.9M |
XLKSECTOR TECHNOLOGY | $1.8M |
FFORD MOTOR | $1.8M |
BXBLACKSTONE INC | $1.8M |
IJRISHARES CORE | $1.8M |
IWRISHARES RUSSELL | $1.8M |
MRKMERCK & COMPANY | $1.8M |
DFLVDIMENSIONAL US | $1.8M |
IJHISHARES CORE | $1.7M |
ETNEATON CORP | $1.7M |
HDHOME DEPOT | $1.7M |
DFIVDIMENSIONAL INTL | $1.7M |
VSSVANGUARD FTSE | $1.7M |
LOWLOWES COMPANIES | $1.7M |
QQQMINVESCO NASDAQ | $1.6M |
COSTCOSTCO WHOLESALE | $1.5M |
INTUINTUIT INC | $1.5M |
SCHDSCHWAB US | $1.5M |
VOEVANGUARD MID | $1.4M |
IJSISHARES S&P | $1.4M |
EFAISHARES MSCI | $1.4M |
LMTLOCKHEED MARTIN | $1.4M |
MDYSPDR S&P | $1.4M |
CLCOLGATE-PALMOLIVE | $1.4M |
NPBNORTHPOINTE BANCSHARES INC. | $1.4M |
CGCARLYLE GROUP | $1.4M |
SPIBSPDR PORTFOLIO | $1.3M |
KELKELLOGG CO | $1.3M |
ORCLORACLE CORP | $1.3M |
IVWISHARES S&P | $1.3M |
LINLINDE PLC | $1.3M |
BKMCBNY MELLON | $1.3M |
BKAGBNY MELLON | $1.3M |
DFATDIMENSIONAL US | $1.2M |
IWFISHARES RUSSELL | $1.2M |
SPSBSPDR PORTFOLIO | $1.2M |
NFLXNETFLIX INC | $1.2M |
MAMASTERCARD INC | $1.1M |
BLKBLACKROCK INC | $1.1M |
IYWISHARES TECHNOLOGY | $1.1M |
DFAXDIMENSIONAL WORLD | $1.1M |
LCIILCI INDS | $1.1M |
MOALTRIA GROUP | $1.1M |
MDLZMONDELEZ INTERNATIONAL | $1.1M |
DGROISHARES CORE | $1.1M |
IVEISHARES S&P | $1.0M |
IVOOVANGUARD ADMIRAL FDS INC | $1.0M |
DONSPDR DOW | $1.0M |
SLVISHARES SILVER | $974K |
MCDMCDONALDS CORP | $966K |
SHYISHARES 1-3YR | $959K |
FTNTFORTINET INC | $956K |
CVXCHEVRON CORP | $947K |
BACBANK AMERICA | $910K |
VUSBVANGUARD BD INDEX FDS | $903K |
VISVANGUARD INDUSTRIALS | $897K |
DWDMORGAN STANLEY | $896K |
SHOPSHOPIFY INC | $885K |
NEENEXTERA ENERGY | $883K |
VEUVANGUARD FTSE | $876K |
QCOMQUALCOMM INC | $850K |
ABTABBOTT LABORATORIES | $816K |
BCPCBALCHEM CORP | $796K |
KOCOCA COLA COMPANY | $756K |
CTVACORTEVA INC | $735K |
VTEBVANGUARD MUNICIPAL | $679K |
COFCAPITAL ONE | $665K |
NUENUCOR CORP | $663K |
VGITVANGUARD INTERMEDIATE | $641K |
SGOVISHARES TR | $615K |
ARESARES MANAGEMENT | $612K |
ADBEADOBE INC | $592K |
SHWSHERWIN WILLIAMS | $577K |
BSVVANGUARD SHORT | $576K |
TXNTEXAS INSTRUMENTS | $568K |
PRUPRUDENTIAL FINANCIAL | $563K |
ITWILLINOIS TOOL | $555K |
SCHASCHWAB US | $552K |
IWDISHARES RUSSELL | $539K |
PFEPFIZER INC | $534K |
KMBKIMBERLY CLARK | $527K |
IWSISHARES RUSS | $515K |