Willow Financial LLC - Portfolio overview

Willow Financial LLC has 40 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. FDV - FEDERATED HERMES ETF TRUST, 11.12%
2. XMHQ - INVESCO EXCHANGE TRADED FD T, 8.63%
3. JDVI - JOHN HANCOCK EXCHANGE TRADED, 6.41%

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

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