account_balance
Investment manager · 13F filer · SEC CIK 2031235
Farrell Financial LLC
Reported value$187Mas of Sep 30, 2026
Positions81 1 new, 3 sold out
Top 10 weight55.5%VV alone is 11%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Index FDS
10.5%
ESGVVanguard World Fd
7.3%Added +2%
SCHXSchwab Strategic Tr
6.9%
AAPLApple Inc.
5.6%
VCITVanguard Scottsdale FDS
5.0%Added +10%
VEAVanguard Tax-Managed FDS
4.7%
VSGXVanguard World Fd
4.2%
BNDVanguard Bd Index FDS
4.0%Added +9%
VOVanguard Index FDS
3.7%
VBVanguard Index FDS
3.5%
MSFTMicrosoft Corp
2.7%
MOATVaneck ETF Trust
2.5%
VVVanguard Index FDS
10.5%
ESGVVanguard World Fd
7.3%Added +2%
SCHXSchwab Strategic Tr
6.9%
AAPLApple Inc.
5.6%
VCITVanguard Scottsdale FDS
5.0%+10%
VEAVanguard Tax-Managed FDS
4.7%
VSGXVanguard World Fd
4.2%
BNDVanguard Bd Index FDS
4.0%
VOVanguard Index FDS
3.7%
VB3.5%
MSFTMOAT
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
VV Vanguard Index FDS 10.5% Held
ESGV Vanguard World Fd 7.3% Added +2%
SCHX Schwab Strategic Tr 6.9% Held
AAPL Apple Inc. 5.6% HeldVCIT Vanguard Scottsdale FDS 5.0% Added +10%
VEA Vanguard Tax-Managed FDS 4.7% Held
VSGX Vanguard World Fd 4.2% Held
BND Vanguard Bd Index FDS 4.0% Added +9%
VO Vanguard Index FDS 3.7% Held
VB Vanguard Index FDS 3.5% Held
MSFT Microsoft Corp 2.7% HeldMOAT Vaneck ETF Trust 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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