Zhang Financial LLC - Portfolio Stock Holdings
Zhang Financial LLC disclosed 382 stock positions in a recent SEC 13F filing. $2,806,623,897 of stock holdings were filed, with the largest holdings including VOO, VTI, and DFUS. This filing represented positions held on March 31, 2026, and was filed on May 6, 2026.We estimate the fund has a total AUM of $8,370,163,197 and has 50 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
382Est. Stock Holding Value:
$2,806,623,897Top Stock Holdings By Sector
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Portfolio Stock Holdings - Zhang Financial LLC
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