Farnam Financial LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 137,141
- 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 | 7/22/2026 | 53 | 137,141 | 13F-HR | Farnam Financial LLC |
| Q1 2026 | 4/27/2026 | 49 | 121,518 | 13F-HR | Farnam Financial LLC |
| Q4 2025 | 1/26/2026 | 53 | 132,871 | 13F-HR | Farnam Financial LLC |
| Q3 2025 | 10/24/2025 | 51 | 128,693 | 13F-HR | Farnam Financial LLC |
| Q2 2025 | 8/13/2025 | 48 | 111,218 | 13F-HR | Farnam Financial LLC |
| Q1 2025 | 8/13/2025 | 48 | 98,509 | 13F-HR | Farnam Financial LLC |
| Q4 2024 | 8/13/2025 | 44 | 95,658 | 13F-HR | Farnam Financial LLC |
| Q3 2024 | 8/13/2025 | 43 | 91,090 | 13F-HR | Farnam Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.87 K | 13.8% | 5.505 K | 0 | 5.505 K |
| ETFs | 117.6 K | 85.8% | 10.47 K | 0 | 10.47 K |
| Debt | 650 | 0.5% | 0 | 352 | -352 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
137,141
Holdings
53
QoQ value change ($000)
15,623
(12.9%)
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.