Arkolith/Funds/Zhang Financial LLC

Zhang Financial LLC

CIK 1776290
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Zhang Financial LLC holds a focused book of 392 stocks worth $3.4B as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Datadog Inc - Class A and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard S&P 500 ETF at 7% of the equity book.

Opened
48
bought for the first time
Added to
187
already held, bought more
Trimmed
112
sold some, still holds it
Sold out
9
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
48%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Information Technology
8%
Financials
4%
Health Care
2%
Industrials
1%
Consumer Discretionary
1%
Materials
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Zhang Financial LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$570.3B
JPMORGAN CHASE & CO80 / 80$524.9B
BANK OF AMERICA CORP /DE/80 / 80$457.8B
WELLS FARGO & COMPANY/MN80 / 80$182.8B
ROYAL BANK OF CANADA80 / 80$157.7B
RAYMOND JAMES FINANCIAL INC80 / 80$110.7B
ENVESTNET ASSET MANAGEMENT INC80 / 80$110.4B
LPL Financial LLC80 / 80$98.3B

Ranked by the share of each fund's own book sitting in the names it shares with Zhang Financial LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

392 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard S&P
S&P 500 ETF SHS
$235.6M343.0K
6.9%
+5.1%
Added · +17K sh
2Dimensional US
US EQUITY ETF
$218.0M2.66M
6.4%
+5.0%
Added · +127K sh
3Ishares Core
CORE S&P TTL STK
$204.8M1.25M
6.0%
+5.5%
Added · +64K sh
4Vanguard Index FDS
TOTAL STK MKT
$203.6M550.2K
5.9%
−2.4%
Reduced · −13K sh
5Vanguard Star FDS
VG TL INTL STK F
$192.0M2.25M
5.6%
+7.9%
Added · +164K sh
6Vanguard Intermediate
INTERMED TERM
$146.9M1.91M
4.3%
+1.3%
Added · +25K sh
7Dimensional US
US CORE EQUITY 2
$143.7M3.24M
4.2%
−0.8%
Reduced · −25K sh
8Vanguard Intl Equity Index F
TT WRLD ST ETF
$116.1M739.9K
3.4%
+2.2%
Added · +16K sh
9Ishares Core
CORE US AGGBD ET
$108.3M1.09M
3.2%
+22%
Added · +196K sh
10Dimensional ETF Trust
INTL CORE EQT MK
$87.1M2.11M
2.5%
+15%
Added · +267K sh
11Vanguard Total
TOTAL BND MRKT
$70.7M962.7K
2.1%
+7.0%
Added · +63K sh
12Apple Inc
COM
$66.3M229.1K
1.9%
+1.3%
Added · +3K sh
13Vanguard Malvern FDS
CORE BD ETF
$56.2M727.2K
1.6%
+38%
Added · +202K sh
14Vanguard Small
SM CP VAL ETF
$54.9M226.1K
1.6%
−0.2%
Reduced · −459 sh
15Vanguard High
HIGH DIV YLD
$54.3M343.7K
1.6%
+4.3%
Added · +14K sh
16Avantis Intl
INTL EQT ETF
$42.4M475.6K
1.2%
+5.1%
Added · +23K sh
17Bny Mellon
US LRG CP CORE
$41.7M290.9K
1.2%
−4.1%
Reduced · −13K sh
18Dimensional US
US CORE EQT MKT
$35.6M688.3K
1.0%
−2.9%
Reduced · −21K sh
19Ishares Gold
ISHARES
$35.3M467.9K
1.0%
+0.9%
Added · +4K sh
20Vanguard Growth
GROWTH ETF
$33.9M393.2K
1.0%
+535%
Added · +331K sh
21Avantis U S
US EQT ETF
$33.2M259.3K
1.0%
+7.0%
Added · +17K sh
22Stryker Corp
COM
$32.6M103.7K
1.0%
−0.1%
Reduced · −120 sh
23Nvidia Corp
COM
$32.6M163.0K
1.0%
+8.1%
Added · +12K sh
24Vanguard Tax-Managed Intl FD
FTSE DEV MKT ETF
$32.6M457.4K
1.0%
+28%
Added · +101K sh
25Vanguard Short
SHRT TRM CORP BD
$31.3M396.4K
0.9%
−3.3%
Reduced · −14K sh
26Micron Technology Inc
COM
$30.8M26.7K
0.9%
−14%
Reduced · −4K sh
27Vanguard Mid
MID CAP ETF
$30.3M376.1K
0.9%
+300%
Added · +282K sh
28Dimensional US
US SMALL CAP VAL
$29.1M750.7K
0.9%
+6.9%
Added · +49K sh
29Microsoft Corp
COM
$28.4M76.1K
0.8%
+3.6%
Added · +3K sh
30Vanguard S&P
500 VAL IDX FD
$27.2M124.2K
0.8%
+15%
Added · +16K sh
31Avantis U S
US SML CP VALU
$24.5M196.6K
0.7%
+10%
Added · +18K sh
32Vanguard Mega
MEGA GRWTH IND
$23.7M269.6K
0.7%
+426%
Added · +218K sh
33Vanguard Russell
VNG RUS1000IDX
$23.6M69.6K
0.7%
+240%
Added · +49K sh
34SPDR Portfolio
PORTFOLI S&P1500
$23.4M257.5K
0.7%
−9.1%
Reduced · −26K sh
35Alphabet Inc
CAP STK CL A
$22.6M63.2K
0.7%
+2.6%
Added · +2K sh
36Vanguard Russell
VNG RUS1000VAL
$22.2M208.5K
0.6%
+227%
Added · +145K sh
37Amazon Com
COM
$21.7M90.9K
0.6%
+13%
Added · +11K sh
38Ishares Russell
RUS 2000 VAL ETF
$21.7M97.9K
0.6%
−1.4%
Reduced · −1K sh
39Vanguard Russell
VNG RUS1000GRW
$20.9M163.8K
0.6%
+168%
Added · +103K sh
40SPDR S&P 500 ETF TR
TR UNIT
$19.3M25.9K
0.6%
+1.7%
Added · +439 sh
41Ishares Core
CORE S&P500 ETF
$19.2M25.6K
0.6%
−8.2%
Reduced · −2K sh
42Schwab Strategic TR
US BRD MKT ETF
$19.1M660.4K
0.6%
−0.9%
Reduced · −6K sh
43Ishares National
NATIONAL MUN
$16.6M154.2K
0.5%
+52%
Added · +53K sh
44Schwab Intl
INTL EQTY ETF
$15.9M572.4K
0.5%
−1.7%
Reduced · −10K sh
45Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$15.1M252.2K
0.4%
+10%
Added · +24K sh
46Vanguard Value
VALUE ETF
$14.5M66.4K
0.4%
+1.0%
Added · +646 sh
47Berkshire Hathaway
CL B
$13.0M26.0K
0.4%
−3.6%
Reduced · −979 sh
48Kla Corp
COM
$12.9M42.9K
0.4%
+897%
Added · +39K sh
49Broadcom Inc
COM
$12.9M34.0K
0.4%
+1.9%
Added · +619 sh
50Facebook Inc
CL A
$12.4M22.0K
0.4%
+8.7%
Added · +2K sh
Showing 50 of 392 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 2026392$3.4B13F-HR
Q1 2026Mar 31, 2026May 6, 2026367$2.9B13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026339$2.7B13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025316$2.5B13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025291$2.2B13F-HR
Q1 2025Mar 31, 2025Apr 15, 2025301$1.9B13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025295$1.7B13F-HR
Q3 2024Sep 30, 2024Oct 15, 2024276$1.6B13F-HR
Q2 2024Jun 30, 2024Jul 19, 2024267$1.4B13F-HR
Q1 2024Mar 31, 2024Apr 24, 2024266$1.3B13F-HR
Q4 2023Dec 31, 2023Jan 31, 2024254$1.2B13F-HR
Q3 2023Sep 30, 2023Oct 11, 2023232$986.7M13F-HR
Q2 2023Jun 30, 2023Jul 18, 2023247$974.6M13F-HR
Q1 2023Mar 31, 2023May 11, 2023229$875.6M13F-HR
Q4 2022Dec 31, 2022May 17, 2023227$784.2M13F-HR/A
Q3 2022Sep 30, 2022Oct 18, 2022217$663.3M13F-HR
Q2 2022Jun 30, 2022Jul 14, 2022215$623.2M13F-HR
Q1 2022Mar 31, 2022Apr 21, 2022218$592.3M13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022207$564.2M13F-HR
Q3 2021Sep 30, 2021Oct 20, 2021165$432.4M13F-HR
Q2 2021Jun 30, 2021Jul 26, 2021143$407.6M13F-HR
Q1 2021Mar 31, 2021Apr 21, 2021128$372.8M13F-HR
Q4 2020Dec 31, 2020Jan 20, 2021110$324.6M13F-HR
Amended / restated
  • Q4 2022 · filed Jan 17, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.