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Zhang Financial LLC

Q2 2026 13F Holdings

  • Location
    portage, MI
  • Num holdings

    392

  • Value ($000)

    $3,424,431

  • Date Filed
    07/30/2026
  • Form type
    13F-HR
  • CIK
    0001776290
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD S&P

S&P 500 ETF SHS
922908363
$235.57M
7 %

342,986

D
DFUS

DIMENSIONAL US

US EQUITY ETF
25434V401
$217.97M
6 %

2,660,097

I
ITOT

ISHARES CORE

CORE S&P TTL STK
464287150
$204.75M
6 %

1,246,429

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$203.58M
6 %

550,162

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$192.04M
6 %

2,246,322

B
BIV

VANGUARD INTERMEDIATE

INTERMED TERM
921937819
$146.87M
4 %

1,914,897

D
DFAC

DIMENSIONAL US

US CORE EQUITY 2
25434V708
$143.66M
4 %

3,238,499

V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$116.13M
3 %

739,897

A
AGG

ISHARES CORE

CORE US AGGBD ET
464287226
$108.28M
3 %

1,094,000

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$87.08M
3 %

2,110,994

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