Farrell Financial LLC - Portfolio overview

Farrell Financial LLC has 80 reported holdings in this dataset, with the latest filing dated 2026-04-13.

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

1. VV - VANGUARD INDEX FDS, 9.99%
2. SCHX - SCHWAB STRATEGIC TR, 6.56%
3. ESGV - VANGUARD WORLD FD, 6.55%

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

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