Financially Speaking Inc

Q3 2025 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    169

  • Value ($000)

    $152,242

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0002040901
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

SCHWAB TREASURY OBLIG MONEY INV

SCHWAB NON-SWEEP MMF
808515621
$18.96M
13 %

18,961,696

J
JTEK

JPMORGAN U S TECH LEADERS ETF IV

UIT EXCHANGE TRADED
46654Q732
$15.67M
10 %

170,333

---

ICON FLEXIBLE BD FD INV

NTF BOND FUNDS
78410K717
$12.89M
9 %

1,515,003

X
XLK

TECHNOLOGY SELECT SECTORSPDR ETF

UIT EXCHANGE TRADED
81369Y803
$10.12M
7 %

35,887

S
SPMO

INVSC S P 500 MOMENTUM ETF

UIT EXCHANGE TRADED
46138E339
$8.67M
6 %

71,652

S
SCHG

SCHWAB US LARGE CAP GROWTH ETF

UIT EXCHANGE TRADED
808524300
$8.55M
6 %

267,875

J
JPST

JPMORGAN ULTRA SHORT INCOME ETF

UIT EXCHANGE TRADED
46641Q837
$6.87M
5 %

135,454

G
GDXJ

VANECK JUNIOR GOLD MINERS ETF

UIT EXCHANGE TRADED
92189F791
$6.66M
4 %

67,238

K
KRE

SPDR S&P METALS & MININGETF

UIT EXCHANGE TRADED
78464A755
$6.55M
4 %

70,282

S
SHLD

GLOBAL X DEFENSE TECH ETF

UIT EXCHANGE TRADED
37960A529
$5.66M
4 %

80,523

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