RIK SAYLOR FINANCIAL, INC.

Q3 2025 13F-HR Holdings

Location
Fairfield, OH
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
83
Total value ($000)
$136,743
Net value change ($000)
+6,871 (5.3%)
New positions
1
Sold out positions
1
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLU 1,946 NEW
WMS 607 20.7%
QQQ 602 8.0%
IVW 559 9.6%
SLV 496 24.4%
AAPL 477 22.7%
IWM 347 11.6%
PLTR 301 33.9%
RWL 265 19.1%
AHR 250 14.4%
Top Reduces (Value $000, Stocks/ETFs)
FSK -1,198 -30.0%
IBIT -456 -14.5%
TSLA -256 -100.0%
BIL -117 -1.5%
ISTB -107 -7.3%
MINT -98 -4.8%
KR -67 -21.1%
BNDW -58 -5.8%
ELV -44 -16.7%
TIP -35 -5.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type