account_balance
Investment manager · 13F filer · SEC CIK 2077046
Willow Financial LLC
Reported value$105Mas of Sep 30, 2026
Positions63 36 new, 10 sold out
Top 10 weight54.2%HDV alone is 10%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
HDViShares Tr
9.8%New
SPGPInvesco Exchange Traded Fd T
9.5%New
XMHQInvesco Exchange Traded Fd T
7.1%Added +36%
DISVDimensional ETF Trust
4.9%New
OUSMAlps ETF Tr
4.5%Added +62%
HYSABondbloxx ETF Trust
3.9%New
BBBIBondbloxx ETF Trust
3.8%New
TSECTouchstone ETF Trust
3.8%New
TMBThornburg ETF Tr
3.5%New
WMTWalmart Inc.
3.4%+8%
BBBSBondbloxx ETF Trust
3.3%−40%
WELDTema ETF Trust
2.8%+25%
HDViShares Tr
9.8%New
SPGPInvesco Exchange Traded Fd T
9.5%New
XMHQInvesco Exchange Traded Fd T
7.1%+36%
DISVDimensional ETF Trust
4.9%New
OUSMAlps ETF Tr
4.5%+62%
HYSABondbloxx ETF Trust
3.9%
BBBIBondbloxx ETF Trust
3.8%
TSECTouchstone ETF Trust
3.8%
TMBThornburg ETF Tr
3.5%
BBBS
WELD
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
HDV iShares Tr 9.8% New
SPGP Invesco Exchange Traded Fd T 9.5% New
XMHQ Invesco Exchange Traded Fd T 7.1% Added +36%
DISV Dimensional ETF Trust 4.9% New
OUSM Alps ETF Tr 4.5% Added +62%
HYSA Bondbloxx ETF Trust 3.9% New
BBBI Bondbloxx ETF Trust 3.8% New
TSEC Touchstone ETF Trust 3.8% New
TMB Thornburg ETF Tr 3.5% New
WMT Walmart Inc. 3.4% Added +8%BBBS Bondbloxx ETF Trust 3.3% Trimmed −40%
WELD Tema ETF Trust 2.8% Added +25%
What changed
Biggest moves since Mar 31, 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.