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Portfolio (Quarterly) Guide ↗

ASL Financial, LLC

· CIK 0002105933
13F Portfolio $125M AUM 91 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 30 Added 22 Reduced 5 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 19,393.0 $12.7M 10.12% +410.0 +2.2% $653.21 +14.2%
2 VEU VANGUARD INTL EQUITY INDEX F 102,068.0 $7.7M 6.12% +12K +13.1% $75.10 +10.0%
3 IUSB ISHARES TR 82,188.0 $3.8M 3.03% +8K +10.4% $46.19 -0.8%
4 IAU ISHARES GOLD TR Financial Services 36,623.0 $3.2M 2.58% +5K +17.6% $88.16 -3.1%
5 EFA ISHARES TR 29,440.0 $2.9M 2.29% +200.0 +0.7% $97.13 +7.3%
6 QUAL ISHARES TR 7,359.0 $1.4M 1.13% +473.0 +6.9% $191.81 +10.9%
7 EFV ISHARES TR 15,800.0 $1.2M 0.94% +1K +9.6% $74.35 +6.2%
8 LLY ELI LILLY & CO Healthcare 1,237.0 $1.1M 0.91% +7.0 +0.6% $919.77 +13.3%
9 MBB ISHARES TR 10,835.0 $1.0M 0.82% +575.0 +5.6% $94.95 -1.1%
10 DYNF BLACKROCK ETF TRUST 17,030.0 $991K 0.79% +4K +29.0% $58.18 +14.3%
11 IEMG ISHARES INC 13,113.0 $915K 0.73% +2K +14.7% $69.75 +15.5%
12 IVE ISHARES TR 4,289.0 $906K 0.72% +1K +35.2% $211.15 +7.1%
13 IVW ISHARES TR 6,987.0 $790K 0.63% +1K +22.4% $113.11 +20.8%
14 GOOGL ALPHABET INC Communication Services 2,459.0 $707K 0.56% +19.0 +0.8% $287.56 +34.8%
15 TLH ISHARES TR 6,830.0 $688K 0.55% +595.0 +9.5% $100.72 -2.4%
16 EFG ISHARES TR 5,947.0 $662K 0.53% +70.0 +1.2% $111.37 +9.0%
17 JPM JPMORGAN CHASE & CO Financial Services 2,196.0 $646K 0.52% +22.0 +1.0% $294.16 +3.0%
18 AMZN AMAZON COM INC Consumer Cyclical 2,829.0 $589K 0.47% +29.0 +1.0% $208.27 +28.9%
19 BINC BLACKROCK ETF TRUST II 11,258.0 $585K 0.47% +1K +11.7% $51.93 +0.5%
20 NVDA NVIDIA CORPORATION Technology 3,070.0 $535K 0.43% +16.0 +0.5% $174.40 +25.9%
Page 1 of 2  ·  30 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
Financial Services 46.1%
Technology 24.2%
Healthcare 10.5%
Consumer Cyclical 5.4%
Energy 5.3%
Consumer Defensive 4.4%
Communication Services 4.1%