Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CONQUIS FINANCIAL LLC (CIK 2052436) reported $120.6M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($27.9M, 23.13%), DFAX ($21.6M, 17.93%), VIG ($15.1M, 12.50%), DFAC ($11.8M, 9.80%), SCHF ($11.7M, 9.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $27.9M | 23.13% | 42,851 | Trimmed |
| 2 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $21.6M | 17.93% | 600,657 | Added |
| 3 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $15.1M | 12.50% | 66,208 | Added |
| 4 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $11.8M | 9.80% | 281,534 | Added |
| 5 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $11.7M | 9.67% | 446,212 | Added |
| 6 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $6.8M | 5.60% | 87,475 | Added |
| 7 | VOE | VANGUARD MID-CAP VALUE ETF | $5.9M | 4.87% | 30,375 | Added |
| 8 | IJR | ISHARES CORE S&P SMALL CAP ETF | $5.0M | 4.17% | 37,137 | Added |
| 9 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $3.0M | 2.48% | 59,309 | Added |
| 10 | CMF | ISHARES CALIFORNIA MUNI BOND ETF | $2.1M | 1.73% | 36,289 | Trimmed |
| 11 | VCRB | VANGUARD CORE BOND ETF | $2.1M | 1.72% | 26,718 | Added |
| 12 | LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $1.4M | 1.18% | 27,900 | Trimmed |
| 13 | ADBE | ADOBE INC COM | $1.1M | 0.89% | 4,490 | Trimmed |
| 14 | ISRG | INTUITIVE SURGICAL INC COM NEW | $922,207 | 0.76% | 1,926 | Hold |
| 15 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $640,834 | 0.53% | 1,832 | Added |
| 16 | NYF | ISHARES NEW YORK MUNI BOND ETF | $582,893 | 0.48% | 10,852 | Trimmed |
| 17 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $416,903 | 0.35% | 6,159 | Trimmed |
| 18 | ADSK | AUTODESK INC COM | $358,873 | 0.30% | 1,547 | Trimmed |
| 19 | GOOGL | ALPHABET INC CAP STK CL A | $330,435 | 0.27% | 975 | Trimmed |
| 20 | SPY | STATE STREET SPDR S&P 500 ETF | $208,284 | 0.17% | 294 | Hold |
| 21 | INTC | INTEL CORP COM | $194,926 | 0.16% | 2,919 | Trimmed |
| 22 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $186,403 | 0.15% | 2,281 | Hold |
| 23 | WMT | WALMART INC COM | $158,436 | 0.13% | 1,200 | Hold |
| 24 | SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $133,358 | 0.11% | 3,129 | Trimmed |
| 25 | VB | VANGUARD SMALL-CAP ETF | $122,931 | 0.10% | 434 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31