account_balance
Investment manager · 13F filer · SEC CIK 2031637
Littlejohn Financial Services, Inc.
Reported value$135Mas of Sep 30, 2026
Positions70 11 new, 12 sold out
Top 10 weight45.7%IBHI alone is 9%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IBHIiShares Tr
9.3%Added +92%
QQQInvesco QQQ Tr
8.9%Trimmed −19%
IBHHiShares Tr
4.5%Added +21%
DIASPDR Dow Jones Industrial Average ETF Trust
4.2%
IGViShares Tr
4.0%
SCHDSchwab Strategic Tr
3.9%New
ITAiShares Tr
3.8%
IBDUiShares Tr
2.5%New
IBDTiShares Tr
2.4%
IBTGiShares Tr
2.3%
MRKMerck & Co., Inc.
2.3%
MSFTMicrosoft Corp
2.1%
IBHIiShares Tr
9.3%Added +92%
QQQInvesco QQQ Tr
8.9%Trimmed −19%
IBHHiShares Tr
4.5%+21%
DIASPDR Dow Jones Industrial Average ETF Trust
4.2%
IGViShares Tr
4.0%
SCHDSchwab Strategic Tr
3.9%
ITAiShares Tr
3.8%
IBDUiShares Tr
2.5%
IBDTiShares Tr
2.4%
IBTG2.3%
MRK2.3%MSFTBoxes 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
IBHI iShares Tr 9.3% Added +92%
QQQ Invesco QQQ Tr 8.9% Trimmed −19%
IBHH iShares Tr 4.5% Added +21%
DIA SPDR Dow Jones Industrial Average ETF Trust 4.2% HeldIGV iShares Tr 4.0% Held
SCHD Schwab Strategic Tr 3.9% New
ITA iShares Tr 3.8% Held
IBDU iShares Tr 2.5% New
IBDT iShares Tr 2.4% Held
IBTG iShares Tr 2.3% Held
MRK Merck & Co., Inc. 2.3% Trimmed −6%MSFT Microsoft Corp 2.1% Trimmed −9%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.