Zhang Financial LLC - Portfolio overview

Zhang Financial LLC has 376 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD S&P, 6.73%
2. VTI - VANGUARD INDEX FDS, 6.24%
3. DFUS - DIMENSIONAL US, 6.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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