account_balance
Investment manager · 13F filer · SEC CIK 2040901
Financially Speaking Inc
Reported value$20.6Mas of Sep 30, 2026
Positions103 0 new, 0 sold out
Top 10 weight87.5%JPST alone is 37%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPSTJ P Morgan Exchange Traded F
36.6%
FLDRFidelity Merrimack STR Tr
36.6%
PLTRPalantir Technologies Inc.
3.7%
SDYSPDR Series Trust
2.2%
NVDANVIDIA Corp
2.1%
XOMExxonMobil Holdings Corp
1.7%
XEL1.5%JNJ1.1%MDT1.0%COST1.0%RTX1.0%MO0.9%JPSTJ P Morgan Exchange Traded F
36.6%
FLDRFidelity Merrimack STR Tr
36.6%
SDY
NVDAXOMXELJNJMDTMOBoxes 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
JPST J P Morgan Exchange Traded F 36.6% Held
FLDR Fidelity Merrimack STR Tr 36.6% Held
PLTR Palantir Technologies Inc. 3.7% HeldSDY SPDR Series Trust 2.2% Held
NVDA NVIDIA Corp 2.1% HeldXOM ExxonMobil Holdings Corp 1.7% HeldXEL Xcel Energy Inc 1.5% HeldJNJ Johnson & Johnson 1.1% HeldMDT Medtronic PLC 1.0% HeldCOST Costco Wholesale Corp 1.0% HeldRTX RTX Corp 1.0% HeldMO Altria Group, Inc. 0.9% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
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remove_circleSold out
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