Farnam Financial LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 121,518
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 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 | 13.37 K | 11.0% | 0 | 85.46 K | -85.46 K |
| ETFs | 107.1 K | 88.2% | 73.73 K | 0 | 73.73 K |
| Debt | 1.002 K | 0.8% | 589 | 0 | 589 |
| Other | 0 | 0.0% | 0 | 208 | -208 |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
121,518
Holdings
49
QoQ value change ($000)
-11,353
(-8.5%)
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.