Farnam Financial LLC - Portfolio overview
Farnam Financial LLC has 56 reported holdings in this dataset, with the latest filing dated 2026-04-28.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- VTI - VANGUARD INDEX FDS, 9.07%
- SGOV - ISHARES TR, 8.29%
- SCHX - SCHWAB STRATEGIC TR, 7.30%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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