Zhang Financial LLC
All 13F Filings
- Location
- Portage, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,424,431
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 392 | 3,424,431 | 13F-HR | Zhang Financial LLC |
| Q1 2026 | 5/6/2026 | 367 | 2,892,187 | 13F-HR | Zhang Financial LLC |
| Q4 2025 | 2/10/2026 | 339 | 2,681,655 | 13F-HR | Zhang Financial LLC |
| Q3 2025 | 11/10/2025 | 316 | 2,461,368 | 13F-HR | Zhang Financial LLC |
| Q2 2025 | 8/1/2025 | 291 | 2,167,334 | 13F-HR | Zhang Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 864.1 K | 25.2% | 121.7 K | 0 | 121.7 K |
| ETFs | 2.559 M | 74.7% | 410.7 K | 0 | 410.7 K |
| Debt | 1.499 K | 0.0% | 0 | 146 | -146 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
3,424,431
Holdings
392
QoQ value change ($000)
532,244
(18.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.