Financially Speaking Inc - Portfolio overview

Financially Speaking Inc has 167 reported holdings in this dataset, with the latest filing dated 2026-04-07.

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. JPST - J P MORGAN EXCHANGE TRADED F, 25.77%
2. FLDR - FIDELITY MERRIMACK STR TR, 25.76%
3. SCHC - SCHWAB INTERNATNAL SMALLCAP EQY ETF, 17.54%

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

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