Farnam Financial LLC
Q3 2025 13F Holdings
- Locationphoenix, AZ
- Num holdings
51
- Value ($000)
$128,693
- Date Filed 10/23/2025
- Form type13F-HR
- CIK 0002080267
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $13.71M | 11 % | 520,427 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $13.38M | 10 % | 40,771 | ||
S ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $13.32M | 10 % | 132,287 | ||
A APPLE INC | COM | 037833100 | $6.97M | 5 % | 27,378 | ||
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.48M | 5 % | 108,217 | ||
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.16M | 4 % | 8,432 | ||
S SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $5.01M | 4 % | 194,708 | ||
B INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $4.67M | 4 % | 237,173 | ||
B INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $4.60M | 4 % | 235,128 | ||
B INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | $4.57M | 4 % | 222,034 |
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