CONQUIS FINANCIAL LLC
All 13F Filings
- Location
- Milbrae, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 124,015
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 54 | 124,015 | 13F-HR | CONQUIS FINANCIAL LLC |
| Q1 2026 | 5/7/2026 | 54 | 120,649 | 13F-HR | CONQUIS FINANCIAL LLC |
| Q4 2025 | 2/11/2026 | 66 | 116,287 | 13F-HR | CONQUIS FINANCIAL LLC |
| Q3 2025 | 10/31/2025 | 56 | 105,617 | 13F-HR | CONQUIS FINANCIAL LLC |
| Q2 2025 | 8/11/2025 | 55 | 103,022 | 13F-HR | CONQUIS FINANCIAL LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.555 K | 2.9% | 0 | 204 | -204 |
| ETFs | 120.5 K | 97.1% | 3.569 K | 0 | 3.569 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
124,015
Holdings
54
QoQ value change ($000)
3,366
(2.8%)
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.