Targeted Financial Services LLC - Portfolio overview

Targeted Financial Services LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 19.96%
2. GSLC - GOLDMAN SACHS ETF TR, 18.70%
3. GLD - SPDR GOLD TR, 12.77%

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

Explore securities or join Upside Invest to compare portfolios.