Institutions / Zhang Financial LLC
Zhang Financial LLC
CIK 1776290 · Institution · as of Dec 31, 2025
Portfolio value
$2.68B
Positions
339
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 339 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard S&P | $194.95M | 7.3% |
| Vanguard Index Fds | $183.69M | 6.8% |
| Dimensional US | $179.33M | 6.7% |
| iShares MSCI UAE ETF | $156.40M | 5.8% |
| Vanguard Star Fds | $141.85M | 5.3% |
| Dimensional US | $131.49M | 4.9% |
| Vanguard Intermediate | $118.39M | 4.4% |
| Vanguard Intl Equity Index F | $101.14M | 3.8% |
| Dimensional ETF Trust | $69.54M | 2.6% |
| Apple Inc. | $58.91M | 2.2% |
| Vanguard Total | $51.23M | 1.9% |
| Vanguard Small | $48.05M | 1.8% |
| iShares Core | $45.52M | 1.7% |
| Vanguard High | $45.07M | 1.7% |
| BNY Mellon | $40.85M | 1.5% |
| Stryker Corp | $38.78M | 1.4% |
| iShares Gold | $38.43M | 1.4% |
| Avantis Intl | $33.11M | 1.2% |
| Microsoft Corp | $32.85M | 1.2% |
| Dimensional US | $31.52M | 1.2% |
| Vanguard Short | $30.51M | 1.1% |
| NVIDIA Corp | $27.11M | 1.0% |
| Vanguard Mid | $26.80M | 1.0% |
| Vanguard Growth | $24.78M | 0.9% |
| Avantis U S | $23.81M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.