THEORY FINANCIAL LLC - Portfolio Stock Holdings
THEORY FINANCIAL LLC disclosed 103 stock positions in a recent SEC 13F filing. $317,319,880 of stock holdings were filed, with the largest holdings including SCHZ, XLC, and SPYM. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $319,240,651 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
103Est. Stock Holding Value:
$317,319,880Top Stock Holdings By Sector
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Portfolio Stock Holdings - THEORY FINANCIAL LLC
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% of Portfolio
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