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.
Farnam Financial LLC (CIK 2080267) reported $121.5M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($11.6M, 9.57%), SGOV ($10.6M, 8.75%), SCHX ($9.4M, 7.70%), VEA ($8.6M, 7.09%), BSCQ ($5.7M, 4.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $11.6M | 9.57% | 36,240 | Trimmed |
| 2 | SGOV | ISHARES TR | $10.6M | 8.75% | 105,620 | Trimmed |
| 3 | SCHX | SCHWAB STRATEGIC TR | $9.4M | 7.70% | 364,892 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $8.6M | 7.09% | 134,378 | Added |
| 5 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $5.7M | 4.66% | 289,886 | Added |
| 6 | BSCR | INVESCO EXCH TRD SLF IDX FD | $5.6M | 4.62% | 286,165 | Added |
| 7 | BSCS | INVESCO EXCH TRD SLF IDX FD | $5.3M | 4.37% | 259,867 | Added |
| 8 | BSCT | INVESCO EXCH TRD SLF IDX FD | $5.1M | 4.23% | 275,748 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $4.9M | 4.04% | 8,218 | Added |
| 10 | AAPL | APPLE INC | $4.8M | 3.99% | 19,103 | Trimmed |
| 11 | SCHB | SCHWAB STRATEGIC TR | $4.7M | 3.87% | 187,528 | Trimmed |
| 12 | BSCU | INVESCO EXCH TRD SLF IDX FD | $3.8M | 3.15% | 228,922 | Added |
| 13 | VEU | VANGUARD INTL EQUITY INDEX F | $3.7M | 3.07% | 49,730 | Added |
| 14 | VB | VANGUARD INDEX FDS | $3.2M | 2.64% | 12,256 | Added |
| 15 | BSCV | INVESCO EXCH TRD SLF IDX FD | $3.1M | 2.53% | 186,660 | Added |
| 16 | INTC | INTEL CORP | $2.9M | 2.38% | 65,427 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.8M | 2.34% | 5,941 | Trimmed |
| 18 | BSCW | INVESCO EXCH TRD SLF IDX FD | $2.6M | 2.12% | 125,400 | Added |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.88% | 11,901 | Added |
| 20 | BSCX | INVESCO EXCH TRD SLF IDX FD | $2.0M | 1.62% | 92,984 | Added |
| 21 | ESGV | VANGUARD WORLD FD | $1.8M | 1.44% | 15,619 | Trimmed |
| 22 | BSMQ | INVESCO EXCH TRD SLF IDX FD | $1.4M | 1.15% | 58,923 | Added |
| 23 | BSCY | INVESCO EXCH TRD SLF IDX FD | $1.3M | 1.07% | 62,834 | Added |
| 24 | BSMR | INVESCO EXCH TRD SLF IDX FD | $1.2M | 0.96% | 49,440 | Added |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $1.1M | 0.91% | 47,430 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31