THEORY FINANCIAL LLC

Q3 2025 13F Holdings

  • Location
    fort collins, CO
  • Num holdings

    90

  • Value ($000)

    $283,680

  • Date Filed
    10/28/2025
  • Form type
    13F-HR
  • CIK
    0001899158
  • 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
SCHZ
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
$28.63M
10 %

1,210,096

XLC
XLC

SELECT SECTOR SPDR TR

COMMUNICATION
$25.60M
9 %

220,192

---

VANGUARD WORLD FD

FINANCIALS ETF
$18.89M
7 %

147,051

MBB
MBB

ISHARES TR

MBS ETF
$11.40M
4 %

118,779

IGIB
IGIB

ISHARES TR

ISHS 5-10YR INVT
$9.75M
3 %

179,217

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$8.78M
3 %

44,906

HYLB
HYLB

DBX ETF TR

XTRACK USD HIGH
$8.20M
3 %

222,052

SCHP
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
$8.09M
3 %

298,973

---

TIDAL TRUST I

FUNDSTRAT GRANNY
$7.54M
3 %

296,365

---

VANGUARD STAR FDS

VG TL INTL STK F
$6.71M
2 %

89,528

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