Zhang Financial LLC
Zhang Financial LLC reported 392 positions worth $3.42B as of June 30, 2026 (13F filed July 30, 2026). Largest holding: VOO (6.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $235.6M | 6.88% | 342,986 | — | — | |
| ▸ 2 | DFUS | SH | $218.0M | 6.37% | 2,660,097 | — | — | |
| ▸ 3 | ITOT | SH | $204.8M | 5.98% | 1,246,429 | — | — | |
| ▸ 4 | VTI | SH | $203.6M | 5.94% | 550,162 | — | — | |
| ▸ 5 | VXUS | SH | $192.0M | 5.61% | 2,246,322 | — | — | |
| ▸ 6 | BIV | SH | $146.9M | 4.29% | 1,914,897 | — | — | |
| ▸ 7 | DFAC | SH | $143.7M | 4.20% | 3,238,499 | — | — | |
| ▸ 8 | VT | SH | $116.1M | 3.39% | 739,897 | — | — | |
| ▸ 9 | AGG | SH | $108.3M | 3.16% | 1,094,000 | — | — | |
| ▸ 10 | DFAI | SH | $87.1M | 2.54% | 2,110,994 | — | — |
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Frequently Asked Questions
What stocks does Zhang Financial LLC hold as of Q2 2026?
Zhang Financial LLC reported 392 positions worth $3.42B in its Q2 2026 13F filing. Largest positions: VOO (6.9%), DFUS (6.4%), ITOT (6.0%), VTI (5.9%) and VXUS (5.6%).
What did Zhang Financial LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Zhang Financial LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.