—

Financially Speaking Inc

Q1 2026 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    114

  • Value ($000)

    $20,594

  • Date Filed
    04/07/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$7.54M
37 %

149,073

F
FLDR

FIDELITY MERRIMACK STR TR

LOW DURTIN ETF
316188408
$7.54M
37 %

150,585

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$757.15K
4 %

5,176

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A763
$449.82K
2 %

3,082

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$438.62K
2 %

2,515

X
XOM

EXXON MOBIL CORP

COM
30231G102
$348.14K
2 %

2,052

X
XEL

XCEL ENERGY INC

COM
98389B100
$302.49K
2 %

3,808

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$217.8K
1 %

891

M
MDT

MEDTRONIC PLC

SHS
G5960L103
$213.85K
1 %

2,468

C
COST

COSTCO WHOLESALE CORPORATION

COM
22160K105
$204.27K
1 %

205

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 114