Farnam Financial LLC

All 13F Filings

Location
Phoenix, AZ
Most recent 13F
Q4 2025
Holdings value ($000)
132,871
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 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 98.83 K 74.4% 6.381 K 0 6.381 K
ETFs 33.42 K 25.2% 0 2.117 K -2.117 K
Debt 413 0.3% 0 2 -2
Other 208 0.2% 0 81 -81
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Fund Snapshot

Q4 2025
Latest filed
1/26/2026
Total value ($000)
132,871
Holdings
53
QoQ value change ($000)
4,178 (3.2%)
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.