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.
MANCHESTER FINANCIAL INC (CIK 866590) reported $521.0M across 132 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($86.0M, 16.51%), BSCT ($41.7M, 8.01%), FDD ($35.0M, 6.72%), IDMO ($25.0M, 4.80%), SCHX ($24.6M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $86.0M | 16.51% | 3.4M | Trimmed |
| 2 | BSCT | INVESCO EXCH TRD SLF IDX FD | $41.7M | 8.01% | 2.2M | Trimmed |
| 3 | FDD | FIRST TR EXCHANGE-TRADED FD | $35.0M | 6.72% | 2.0M | Added |
| 4 | IDMO | INVESCO EXCH TRADED FD TR II | $25.0M | 4.80% | 456,012 | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR | $24.6M | 4.71% | 957,802 | Added |
| 6 | FIIG | FIRST TR EXCHANGE-TRADED FD | $22.2M | 4.25% | 1.1M | Added |
| 7 | BSCS | INVESCO EXCH TRD SLF IDX FD | $21.0M | 4.03% | 1.0M | Added |
| 8 | IWL | ISHARES TR | $19.2M | 3.68% | 119,611 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $17.3M | 3.32% | 99,064 | Trimmed |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $16.3M | 3.13% | 145,609 | Added |
| 11 | FDL | FIRST TR EXCHANGE-TRADED FD | $16.0M | 3.08% | 315,646 | Trimmed |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $15.6M | 3.00% | 81,462 | Trimmed |
| 13 | AAPL | APPLE INC | $14.0M | 2.68% | 55,055 | Added |
| 14 | XMMO | INVESCO EXCHANGE TRADED FD T | $13.7M | 2.63% | 94,402 | Trimmed |
| 15 | FTSM | FIRST TR EXCHANGE-TRADED FD | $11.5M | 2.20% | 191,925 | Trimmed |
| 16 | GRID | FIRST TR EXCHANGE-TRADED FD | $6.4M | 1.22% | 38,968 | Trimmed |
| 17 | TBIL | RBB FD INC | $6.2M | 1.19% | 123,867 | Trimmed |
| 18 | MMSC | FIRST TR EXCHNG TRADED FD VI | $6.0M | 1.16% | 254,583 | Trimmed |
| 19 | SCHM | SCHWAB STRATEGIC TR | $5.7M | 1.09% | 183,375 | Trimmed |
| 20 | META | META PLATFORMS INC | $5.3M | 1.01% | 9,194 | Trimmed |
| 21 | BOXA | EA SERIES TRUST | $4.6M | 0.89% | 204,729 | Added |
| 22 | MSFT | MICROSOFT CORP | $4.5M | 0.86% | 12,107 | Added |
| 23 | VT | VANGUARD INTL EQUITY INDEX F | $4.0M | 0.77% | 29,148 | Trimmed |
| 24 | EPOL | ISHARES TR | $3.4M | 0.66% | 94,237 | Added |
| 25 | AMZN | AMAZON COM INC | $3.3M | 0.64% | 16,032 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31