§ 13F · FUND PROFILE
SFM, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133M (13F)Positions · 55Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 61K | $36M | 21.8% | +5% |
| 2 | VO | VANGUARD INDEX FDS | 36K | $10M | 6.2% | +5% |
| 3 | IAUM | ISHARES GOLD TR | 217K | $10M | 6.1% | −4% |
| 4 | IVV | ISHARES TR | 15K | $10M | 5.9% | −2% |
| 5 | USFR | WISDOMTREE TR | 185K | $9M | 5.6% | +2% |
| 6 | MSFT | MICROSOFT CORP | 21K | $8M | 4.6% | +1% |
| 7 | AMZN | AMAZON COM INC | 34K | $7M | 4.3% | +2% |
| 8 | GOOGL | ALPHABET INC | 17K | $5M | 3.0% | −3% |
| 9 | NVDA | NVIDIA CORPORATION | 26K | $5M | 2.8% | +4% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 142K | $4M | 2.6% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SFM, SIGNAL
AC read
SFM, LLC is a Other fund managing $133 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed