Farnam Financial LLC: 13F holdings

CIK 20802672026Q2

Positions53
Reported value$137.1m
Filed2026-07-22

Top 10 holdings

SecuritySharesValueWeight
VEA VANGUARD TAX-MANAGED FDS157,375$11.2m8.2%
VTI VANGUARD INDEX FDS29,835$11.0m8.1%
SGOV ISHARES TR99,403$10.0m7.3%
SCHX SCHWAB STRATEGIC TR305,288$9.0m6.6%
INTC INTEL CORP51,426$7.2m5.2%
BSCR INVESCO EXCH TRD SLF IDX FD310,140$6.1m4.4%
BSCQ INVESCO EXCH TRD SLF IDX FD302,300$5.9m4.3%
VOO VANGUARD INDEX FDS8,333$5.7m4.2%
BSCS INVESCO EXCH TRD SLF IDX FD279,904$5.7m4.2%
AAPL APPLE INC19,012$5.5m4.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2080267")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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