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Portfolio (Quarterly) Guide ↗

Financially Speaking Inc

· CIK 0002040901
13F Portfolio $21M AUM 116 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 4 Added 26 Reduced 69 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHG SCHWAB STRATEGIC TR 34.0 $991.0 0.01% -232K -100.0% $29.15 +17.5%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1.0 $651.0 0.00% -41K -100.0% $651.00 +13.5%
23 EQWL INVESCO EXCHANGE TRADED FD T 1.0 $116.0 0.00% -41K -100.0% $116.00 +6.9%
24 XME SPDR SERIES TRUST 1.0 $109.0 0.00% -14K -100.0% $109.00 +6.0%
25 GDX VANECK ETF TRUST 1.0 $92.0 -16K -100.0% $92.00 -5.1%
26 SIL GLOBAL X FDS 1.0 $91.0 -17K -100.0% $91.00 +0.7%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Energy 12.4%
Healthcare 11.8%
Consumer Defensive 11.2%
Industrials 9.0%
Consumer Cyclical 7.0%
Utilities 6.7%
Communication Services 6.0%
Financial Services 4.1%
Basic Materials 1.7%