Zhang Financial LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$2.5T
Holdings
316
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (316 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD S&P | 303,156 | $185.6B | 7.54% | |
| 2 | VTIVANGUARD INDEX FDS | 549,958 | $180.5B | 7.33% | |
| 3 | DFUSDIMENSIONAL US | 2,403,369 | $174.1B | 7.07% | |
| 4 | ITOTISHARES CORE | 969,900 | $141.3B | 5.74% | |
| 5 | VXUSVANGUARD STAR FDS | 1,740,574 | $127.9B | 5.19% | |
| 6 | DFACDIMENSIONAL US | 3,290,591 | $126.9B | 5.16% | |
| 7 | VTVANGUARD INTL EQUITY INDEX F | 712,620 | $98.2B | 3.99% | |
| 8 | BIVVANGUARD INTERMEDIATE | 1,136,494 | $88.7B | 3.61% | |
| 9 | DFAIDIMENSIONAL ETF TRUST | 1,785,546 | $64.9B | 2.64% | |
| 10 | AAPLAPPLE INC | 204,959 | $52.2B | 2.12% | |
| 11 | VBRVANGUARD SMALL | 236,207 | $49.3B | 2.00% | |
| 12 | BNDVANGUARD TOTAL | 631,836 | $47.0B | 1.91% | |
| 13 | VYMVANGUARD HIGH | 316,988 | $44.7B | 1.82% | |
| 14 | SYKSTRYKER CORP | 113,980 | $42.1B | 1.71% | |
| 15 | BKLCBNY MELLON | 308,448 | $39.6B | 1.61% | |
| 16 | IAU*ISHARES GOLD | 475,595 | $34.6B | 1.41% | |
| 17 | MSFTMICROSOFT CORP | 62,946 | $32.6B | 1.32% | |
| 18 | DFAUDIMENSIONAL US | 655,912 | $30.0B | 1.22% | |
| 19 | AGGISHARES CORE | 289,103 | $29.0B | 1.18% | |
| 20 | VCSHVANGUARD SHORT | 351,027 | $28.1B | 1.14% | |
| 21 | AVDEAVANTIS INTL | 340,269 | $26.8B | 1.09% | |
| 22 | NVDANVIDIA CORP | 143,029 | $26.7B | 1.08% | |
| 23 | VOVANGUARD MID | 87,548 | $25.7B | 1.04% | |
| 24 | SPTMSPDR PORTFOLIO | 266,964 | $21.5B | 0.87% | |
| 25 | VOOVVANGUARD S&P | 105,882 | $21.1B | 0.86% | |
| 26 | IBITISHARES BITCOIN TR | 309,220 | $20.1B | 0.82% | |
| 27 | DFSVDIMENSIONAL US | 628,875 | $20.0B | 0.81% | |
| 28 | MGKVANGUARD MEGA | 47,778 | $19.2B | 0.78% | |
| 29 | VEAVANGUARD TAX-MANAGED INTL FD | 303,322 | $18.2B | 0.74% | |
| 30 | IWNISHARES RUSSELL | 102,318 | $18.1B | 0.73% | |
| 31 | IVVISHARES CORE | 26,536 | $17.8B | 0.72% | |
| 32 | VUGVANGUARD GROWTH | 35,242 | $16.9B | 0.69% | |
| 33 | SCHBSCHWAB STRATEGIC TR | 650,806 | $16.7B | 0.68% | |
| 34 | AVUSAVANTIS U S | 153,713 | $16.7B | 0.68% | |
| 35 | AMZNAMAZON COM | 67,685 | $14.9B | 0.60% | |
| 36 | GOOGLALPHABET INC | 59,989 | $14.6B | 0.59% | |
| 37 | AVUVAVANTIS U S | 137,754 | $13.7B | 0.56% | |
| 38 | BRK/BBERKSHIRE HATHAWAY | 24,835 | $12.5B | 0.51% | |
| 39 | VWOVANGUARD INTL EQUITY INDEX F | 224,902 | $12.2B | 0.50% | |
| 40 | VTVVANGUARD VALUE | 65,245 | $12.2B | 0.49% | |
| 41 | SCHFSCHWAB INTL | 512,513 | $11.9B | 0.48% | |
| 42 | SPYSPDR S&P 500 ETF TR | 17,660 | $11.8B | 0.48% | |
| 43 | METAFACEBOOK INC | 14,882 | $10.9B | 0.44% | |
| 44 | SPMDSPDR PORTFOLIO | 173,072 | $9.9B | 0.40% | |
| 45 | GLDMWORLD GOLD | 104,513 | $8.0B | 0.32% | |
| 46 | SUBISHARES SHORT | 71,702 | $7.7B | 0.31% | |
| 47 | EMXCISHARES MSCI | 112,880 | $7.6B | 0.31% | |
| 48 | AVGOBROADCOM INC | 21,817 | $7.2B | 0.29% | |
| 49 | FERGFERGUSON ENTERPRISES INC | 31,734 | $7.1B | 0.29% | |
| 50 | SPABSPDR PORTFOLIO | 259,666 | $6.7B | 0.27% | |
| 51 | ABBVABBVIE INC | 27,875 | $6.5B | 0.26% | |
| 52 | JPMJPMORGAN CHASE | 19,968 | $6.3B | 0.26% | |
| 53 | MUMICRON TECHNOLOGY INC | 36,961 | $6.2B | 0.25% | |
| 54 | DFASDIMENSIONAL ETF TRUST | 88,712 | $6.1B | 0.25% | |
| 55 | MGCVANGUARD MEGA | 24,496 | $6.0B | 0.24% | |
| 56 | NDQINVESCO QQQ | 9,694 | $5.8B | 0.24% | |
| 57 | IXUSISHARES CORE | 70,182 | $5.8B | 0.24% | |
| 58 | VONEVANGUARD RUSSELL | 18,916 | $5.7B | 0.23% | |
| 59 | IBMINTL BUSINESS | 20,016 | $5.6B | 0.23% | |
| 60 | TSLATESLA INC | 12,141 | $5.4B | 0.22% | |
| 61 | CATCATERPILLAR INC | 10,576 | $5.0B | 0.21% | |
| 62 | KLACKLA CORP | 4,543 | $4.9B | 0.20% | |
| 63 | AMGNAMGEN INC | 17,358 | $4.9B | 0.20% | |
| 64 | EFVISHARES MSCI | 69,961 | $4.7B | 0.19% | |
| 65 | VGTVANGUARD INFORMATION | 6,320 | $4.7B | 0.19% | |
| 66 | VONGVANGUARD RUSSELL | 38,742 | $4.7B | 0.19% | |
| 67 | MUBISHARES NATIONAL | 43,754 | $4.7B | 0.19% | |
| 68 | CSCOCISCO SYSTEMS | 67,885 | $4.6B | 0.19% | |
| 69 | GSGOLDMAN SACHS | 5,722 | $4.6B | 0.19% | |
| 70 | AXPAMERICAN EXPRESS | 13,359 | $4.4B | 0.18% | |
| 71 | VIGVANGUARD SPECIALIZED FUNDS | 20,305 | $4.4B | 0.18% | |
| 72 | VNQVANGUARD REAL | 47,122 | $4.3B | 0.18% | |
| 73 | VYMIVANGUARD INTERNATIONAL | 50,068 | $4.2B | 0.17% | |
| 74 | PGPROCTER & GAMBLE | 27,535 | $4.2B | 0.17% | |
| 75 | ICSHBLACKROCK ULTRA | 75,559 | $3.8B | 0.16% | |
| 76 | IWVISHARES RUSSELL | 10,100 | $3.8B | 0.16% | |
| 77 | VVVANGUARD LARGE | 12,081 | $3.7B | 0.15% | |
| 78 | GOOGALPHABET INC | 15,269 | $3.7B | 0.15% | |
| 79 | APOAPOLLO GLOBAL | 27,470 | $3.7B | 0.15% | |
| 80 | XOMEXXON MOBIL | 31,811 | $3.6B | 0.15% | |
| 81 | VOOGVANGUARD S&P | 8,120 | $3.5B | 0.14% | |
| 82 | VONVVANGUARD RUSSELL | 38,006 | $3.4B | 0.14% | |
| 83 | AITAPPLIED INDUSTRIAL TECH | 12,793 | $3.3B | 0.14% | |
| 84 | PHPARKER-HANNIFIN CORP | 4,338 | $3.3B | 0.13% | |
| 85 | WMTWALMART INC | 31,740 | $3.3B | 0.13% | |
| 86 | BKIEBNY MELLON | 34,755 | $3.1B | 0.13% | |
| 87 | DFUVDIMENSIONAL US | 69,379 | $3.1B | 0.13% | |
| 88 | AMATAPPLIED MATERIALS | 14,939 | $3.1B | 0.12% | |
| 89 | MDTMEDTRONIC PLC | 31,978 | $3.0B | 0.12% | |
| 90 | VCRBVANGUARD MALVERN FDS | 37,749 | $3.0B | 0.12% | |
| 91 | HFFGHF FOODS | 1,063,342 | $2.9B | 0.12% | |
| 92 | SPTSSPDR PORTFOLIO | 99,192 | $2.9B | 0.12% | |
| 93 | CRMSALESFORCE.COM INC | 11,989 | $2.8B | 0.12% | |
| 94 | SCHMSCHWAB US | 95,025 | $2.8B | 0.11% | |
| 95 | PEPPEPSICO INC | 19,784 | $2.8B | 0.11% | |
| 96 | XLFSECTOR FINANCIAL | 51,291 | $2.8B | 0.11% | |
| 97 | AQLTISHARES SELECT | 18,964 | $2.7B | 0.11% | |
| 98 | SCHXSCHWAB US | 101,686 | $2.7B | 0.11% | |
| 99 | HONHONEYWELL INTL | 12,494 | $2.6B | 0.11% | |
| 100 | SCHZSCHWAB AGGREGATE | 106,868 | $2.5B | 0.10% |
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