Zhang Financial LLC
CIK 1776290
13F filing for Q2 2026・No. 1,183
- Holdings
- US$3.42B
- Quarter change
- +US$532.24M
- Entries
- 392
- Net bought (estimate)
- +US$207.8M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 34
- Sold out 9
- Cut 114
- Added 185
- Corporate actions 2
- Unchanged 59
Largest holdings
392 stocks worth US$3.42B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 342,986 | US$235.57M | 6.88% |
| DIMENSIONAL USUS EQUITY ETF | Added | 2,660,097 | US$217.97M | 6.37% |
| ISHARES CORECORE S&P TTL STK | Added | 1,246,429 | US$204.75M | 5.98% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 550,162 | US$203.58M | 5.94% |
| VANGUARD STAR FDSVG TL INTL STK F | Added | 2,246,322 | US$192.04M | 5.61% |
| VANGUARD INTERMEDIATEINTERMED TERM | Added | 1,914,897 | US$146.87M | 4.29% |
| DIMENSIONAL USUS CORE EQUITY 2 | Cut | 3,238,499 | US$143.66M | 4.20% |
| VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | Added | 739,897 | US$116.13M | 3.39% |
| ISHARES CORECORE US AGGBD ET | Added | 1,094,000 | US$108.28M | 3.16% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 2,110,994 | US$87.08M | 2.54% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.