Zhang Financial LLC
All 13F Filings
- Location
- Portage, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,892,187
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 742.5 K | 25.7% | 0 | 1.031 M | -1.031 M |
| ETFs | 2.148 M | 74.3% | 1.242 M | 0 | 1.242 M |
| Debt | 1.645 K | 0.1% | 0 | 415 | -415 |
| Other | 0 | 0.0% | 0 | 210 | -210 |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
2,892,187
Holdings
367
QoQ value change ($000)
210,532
(7.9%)
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.