account_balance

Investment manager · 13F filer · SEC CIK 1911894

SBK Financial, Inc.

Reported value$209Mas of Sep 30, 2026

Positions187 5 new, 24 sold out

Top 10 weight69.9%VOO alone is 19%

FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VOOVanguard Index FDS

18.7%Added +52%

VBKVanguard Index FDS

15.1%Added +8274%

DFAIDimensional ETF Trust

12.5%Added +38%

VBVanguard Index FDS

5.7%Added +32%

DFAEDimensional ETF Trust

5.1%Added +58%

AAPLApple Inc.

4.1%Trimmed −3%

MSFTMicrosoft Corp

2.8%Trimmed −4%

SPYSPDR S&P 500 ETF Trust

2.2%

GOOGLAlphabet Inc.

2.0%

AMZNAmazon.com Inc

1.6%

IVV1.5%

IVW

VOOVanguard Index FDS

18.7%Added +52%

VBKVanguard Index FDS

15.1%Added +8274%

DFAIDimensional ETF Trust

12.5%Added +38%

VB5.7%

DFAEDimensional ETF Trust

5.1%

AAPL4.1%MSFT2.8%SPY2.2%

IVV

IVW

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VOO Vanguard Index FDS 18.7% Added +52%

VBK Vanguard Index FDS 15.1% Added +8274%

DFAI Dimensional ETF Trust 12.5% Added +38%

VB Vanguard Index FDS 5.7% Added +32%

DFAE Dimensional ETF Trust 5.1% Added +58%

AAPL Apple Inc. 4.1% Trimmed −3%MSFT Microsoft Corp 2.8% Trimmed −4%SPY SPDR S&P 500 ETF Trust 2.2% Held GOOGL Alphabet Inc. 2.0% Held AMZN Amazon.com Inc 1.6% Held

IVV iShares Tr 1.5% Held

IVW iShares Tr 1.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Nov 2, 2026 filing

add_circleNew

CEPL $8.96K
FANG $2.76K
KEEL $883
JBLU $423

arrow_upwardAdded

VBK +8274%
DFAE +58%
VOO +52%
DFLV +48%

arrow_downwardTrimmed

DIS −24%
IWS −20%
CVX −20%
KO −20%

remove_circleSold out

KLAC $181K
BNY $80.8K
AVSC $52.5K
LIN $51.9K

SBK Financial, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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