Zhang Financial LLC
All 13F Filings
- Location
- Portage, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,681,655
- 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 |
|---|---|---|---|---|---|
| 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 | 1.773 M | 66.1% | 155.1 K | 0 | 155.1 K |
| ETFs | 906.2 K | 33.8% | 64.87 K | 0 | 64.87 K |
| Debt | 2.06 K | 0.1% | 303 | 0 | 303 |
| Other | 210 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
2,681,655
Holdings
339
QoQ value change ($000)
220,287
(8.9%)
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.