Financially Speaking Inc - Portfolio Stock Holdings
Financially Speaking Inc disclosed 114 stock positions in a recent SEC 13F filing. $20,697,672 of stock holdings were filed, with the largest holdings including FLDR, JPST, and PLTR. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $164,782,668 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
114Est. Stock Holding Value:
$20,697,672Top Stock Holdings By Sector
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Portfolio Stock Holdings - Financially Speaking Inc
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Stock
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% of Portfolio
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