THEORY FINANCIAL LLC - Portfolio overview

THEORY FINANCIAL LLC has 105 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. SCHZ - SCHWAB STRATEGIC TR, 7.31%
2. XLC - SELECT SECTOR SPDR TR, 6.85%
3. MBB - ISHARES TR, 3.54%

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

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