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)

StockValue
ZTSZOETIS INC
$2.5M
BKNGBOOKING HOLDINGS
$2.4M
VBVANGUARD SMALL
$2.4M
IWBISHARES RUSSELL
$2.3M
JNJJOHNSON & JOHNSON
$2.3M
QQQMINVESCO NASDAQ
$2.3M
A4SAMERIPRISE FINANCIAL
$2.3M
BRK-BBERKSHIRE HATHAWAY
$2.3M
HDHOME DEPOT
$2.3M
MCKMCKESSON CORP
$2.2M
VVISA INC
$2.2M
UBERUBER TECHNOLOGIES
$2.2M
BXBLACKSTONE INC
$2.1M
VXFVANGUARD EXTENDED
$2.1M
SPDWSPDR PORTFOLIO
$2.1M
MGVVANGUARD MEGA
$2.1M
LMTLOCKHEED MARTIN
$2.1M
KKRKKR & CO
$2.1M
DFAEDIMENSIONAL EMERGING
$2.1M
VOEVANGUARD MID
$2.0M
IJRISHARES CORE
$2.0M
FFORD MOTOR
$2.0M
LLYELI LILLY
$2.0M
XLKSECTOR TECHNOLOGY
$2.0M
SDYSPDR SERIES
$2.0M
VGSHVANGUARD SHORT
$1.9M
MRKMERCK & COMPANY
$1.9M
IVWISHARES S&P
$1.9M
IWRISHARES RUSSELL
$1.9M
TIPISHARES TIPS
$1.9M
LOWLOWES COMPANIES
$1.9M
IJHISHARES CORE
$1.9M
DFLVDIMENSIONAL US
$1.8M
DFIVDIMENSIONAL INTL
$1.8M
4I1PHILIP MORRIS
$1.8M
VSSVANGUARD FTSE
$1.8M
ETNEATON CORP
$1.8M
GKOSGLAUKOS CORP
$1.8M
IWFISHARES RUSSELL
$1.7M
MLB1MERCADOLIBRE INC
$1.7M
ORCLORACLE CORP
$1.6M
IJSISHARES S&P
$1.6M
SCHDSCHWAB US
$1.5M
KAIKADANT INC
$1.5M
EFAISHARES MSCI
$1.5M
CGCARLYLE GROUP
$1.5M
MDYSPDR S&P
$1.5M
ADBEADOBE INC
$1.4M
COSTCOSTCO WHOLESALE
$1.4M
BLKBLACKROCK INC
$1.4M
SPIBSPDR PORTFOLIO
$1.4M
INTUINTUIT INC
$1.3M
LINLINDE PLC
$1.3M
BKMCBNY MELLON
$1.3M
SPSBSPDR PORTFOLIO
$1.3M
DFATDIMENSIONAL US
$1.3M
IYWISHARES TECHNOLOGY
$1.3M
SLVISHARES SILVER
$1.3M
MAMASTERCARD INC
$1.2M
BKAGBNY MELLON
$1.2M
IVEISHARES S&P
$1.2M
MOALTRIA GROUP
$1.2M
DFAXDIMENSIONAL WORLD
$1.2M
NFLXNETFLIX INC
$1.2M
MCDMCDONALDS CORP
$1.1M
LCIILCI INDS
$1.1M
QCOMQUALCOMM INC
$1.1M
CLCOLGATE-PALMOLIVE
$1.1M
CVXCHEVRON CORP
$1.1M
SHOPSHOPIFY INC
$1.1M
DWDMORGAN STANLEY
$1.1M
IVOOVANGUARD ADMIRAL FDS INC
$1.0M
DONSPDR DOW
$1.0M
MDLZMONDELEZ INTERNATIONAL
$990K
BACBANK AMERICA
$980K
VISVANGUARD INDUSTRIALS
$949K
NEENEXTERA ENERGY
$932K
VEUVANGUARD FTSE
$906K
IMAIMAX CORP
$903K
VUSBVANGUARD BD INDEX FDS
$899K
SMHVANECK VECTORS
$885K
GLTRABRDN PRECIOUS METALS BASKET
$851K
DGROISHARES CORE
$848K
SGOVISHARES TR
$838K
IWDISHARES RUSSELL
$831K
JMUBJ P MORGAN EXCHANGE TRADED F
$816K
ABTABBOTT LABORATORIES
$795K
RTXRAYTHEON TECHNOLOGIES
$771K
SKYSKYLINE CHAMPION CORPORATION
$764K
KOCOCA COLA COMPANY
$763K
BCPCBALCHEM CORP
$750K
FTNTFORTINET INC
$726K
SHYISHARES 1-3YR
$703K
PLTRPALANTIR TECHNOLOGIES
$697K
NUENUCOR CORP
$693K
CTVACORTEVA INC
$683K
COFCAPITAL ONE
$638K
SCHASCHWAB US
$609K
SPEMSPDR PORTFOLIO
$601K
VTEBVANGUARD MUNICIPAL
$593K
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