SFM, LLC - Portfolio overview
SFM, LLC has 67 reported holdings in this dataset, with the latest filing dated 2026-04-08.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- VOO - VANGUARD INDEX FDS, 21.64%
- VO - VANGUARD INDEX FDS, 6.11%
- IAUM - ISHARES GOLD TR, 6.06%
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.