CONQUIS FINANCIAL LLC - Portfolio overview

CONQUIS FINANCIAL LLC has 59 reported holdings in this dataset, with the latest filing dated 2026-05-07.

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 500 ETF, 23.00%
2. DFAX - DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF, 17.82%
3. VIG - VANGUARD DIVIDEND APPRECIATION ETF, 12.43%

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

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