Zhang Financial LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$2.5B
Holdings
316
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (316 positions)
| Stock | Value |
|---|---|
VOOVANGUARD S&P | $185.6M |
VTIVANGUARD INDEX FDS | $180.5M |
DFUSDIMENSIONAL US | $174.1M |
ITOTISHARES CORE | $141.3M |
VXUSVANGUARD STAR FDS | $127.9M |
DFACDIMENSIONAL US | $126.9M |
VTVANGUARD INTL EQUITY INDEX F | $98.2M |
BIVVANGUARD INTERMEDIATE | $88.7M |
DFAIDIMENSIONAL ETF TRUST | $64.9M |
AAPLAPPLE INC | $52.2M |
VBRVANGUARD SMALL | $49.3M |
BNDVANGUARD TOTAL | $47.0M |
VYMVANGUARD HIGH | $44.7M |
SYKSTRYKER CORP | $42.1M |
BKLCBNY MELLON | $39.6M |
IAU*ISHARES GOLD | $34.6M |
MSFTMICROSOFT CORP | $32.6M |
DFAUDIMENSIONAL US | $30.0M |
AGGISHARES CORE | $29.0M |
VCSHVANGUARD SHORT | $28.1M |
AVDEAVANTIS INTL | $26.8M |
NVDANVIDIA CORP | $26.7M |
VOVANGUARD MID | $25.7M |
SPTMSPDR PORTFOLIO | $21.5M |
VOOVVANGUARD S&P | $21.1M |
IBITISHARES BITCOIN TR | $20.1M |
DFSVDIMENSIONAL US | $20.0M |
MGKVANGUARD MEGA | $19.2M |
VEAVANGUARD TAX-MANAGED INTL FD | $18.2M |
IWNISHARES RUSSELL | $18.1M |
IVVISHARES CORE | $17.8M |
VUGVANGUARD GROWTH | $16.9M |
SCHBSCHWAB STRATEGIC TR | $16.7M |
AVUSAVANTIS U S | $16.7M |
AMZNAMAZON COM | $14.9M |
GOOGLALPHABET INC | $14.6M |
AVUVAVANTIS U S | $13.7M |
BRK/BBERKSHIRE HATHAWAY | $12.5M |
VWOVANGUARD INTL EQUITY INDEX F | $12.2M |
VTVVANGUARD VALUE | $12.2M |
SCHFSCHWAB INTL | $11.9M |
SPYSPDR S&P 500 ETF TR | $11.8M |
METAFACEBOOK INC | $10.9M |
SPMDSPDR PORTFOLIO | $9.9M |
GLDMWORLD GOLD | $8.0M |
SUBISHARES SHORT | $7.7M |
EMXCISHARES MSCI | $7.6M |
AVGOBROADCOM INC | $7.2M |
FERGFERGUSON ENTERPRISES INC | $7.1M |
SPABSPDR PORTFOLIO | $6.7M |
ABBVABBVIE INC | $6.5M |
JPMJPMORGAN CHASE | $6.3M |
MUMICRON TECHNOLOGY INC | $6.2M |
DFASDIMENSIONAL ETF TRUST | $6.1M |
MGCVANGUARD MEGA | $6.0M |
NDQINVESCO QQQ | $5.8M |
IXUSISHARES CORE | $5.8M |
VONEVANGUARD RUSSELL | $5.7M |
IBMINTL BUSINESS | $5.6M |
TSLATESLA INC | $5.4M |
CATCATERPILLAR INC | $5.0M |
KLACKLA CORP | $4.9M |
AMGNAMGEN INC | $4.9M |
EFVISHARES MSCI | $4.7M |
VGTVANGUARD INFORMATION | $4.7M |
VONGVANGUARD RUSSELL | $4.7M |
MUBISHARES NATIONAL | $4.7M |
CSCOCISCO SYSTEMS | $4.6M |
GSGOLDMAN SACHS | $4.6M |
AXPAMERICAN EXPRESS | $4.4M |
VIGVANGUARD SPECIALIZED FUNDS | $4.4M |
VNQVANGUARD REAL | $4.3M |
VYMIVANGUARD INTERNATIONAL | $4.2M |
PGPROCTER & GAMBLE | $4.2M |
ICSHBLACKROCK ULTRA | $3.8M |
IWVISHARES RUSSELL | $3.8M |
VVVANGUARD LARGE | $3.7M |
GOOGALPHABET INC | $3.7M |
APOAPOLLO GLOBAL | $3.7M |
XOMEXXON MOBIL | $3.6M |
VOOGVANGUARD S&P | $3.5M |
VONVVANGUARD RUSSELL | $3.4M |
AITAPPLIED INDUSTRIAL TECH | $3.3M |
PHPARKER-HANNIFIN CORP | $3.3M |
WMTWALMART INC | $3.3M |
BKIEBNY MELLON | $3.1M |
DFUVDIMENSIONAL US | $3.1M |
AMATAPPLIED MATERIALS | $3.1M |
MDTMEDTRONIC PLC | $3.0M |
VCRBVANGUARD MALVERN FDS | $3.0M |
HFFGHF FOODS | $2.9M |
SPTSSPDR PORTFOLIO | $2.9M |
CRMSALESFORCE.COM INC | $2.8M |
SCHMSCHWAB US | $2.8M |
PEPPEPSICO INC | $2.8M |
XLFSECTOR FINANCIAL | $2.8M |
AQLTISHARES SELECT | $2.7M |
SCHXSCHWAB US | $2.7M |
HONHONEYWELL INTL | $2.6M |
SCHZSCHWAB AGGREGATE | $2.5M |
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