§ 13F · FUND PROFILE
Willow Financial LLC.
AUM · n/a (13F)Positions · 37Turnover · n/a · Q1Filed · Apr 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FDV | FEDERATED HERMES ETF TRUST | 290K | $9M | 9.1% | −24% |
| 2 | GRNY | TIDAL TRUST I | 342K | $8M | 8.3% | +37% |
| 3 | IVES | WEDBUSH SER TR | 253K | $7M | 7.3% | +163% |
| 4 | TPLS | THORNBURG ETF TR | 248K | $6M | 6.3% | +19% |
| 5 | SIO | TOUCHSTONE ETF TRUST | 239K | $6M | 6.2% | ±0% |
| 6 | WTBN | WISDOMTREE TR | 239K | $6M | 6.1% | −2% |
| 7 | BBBS | BONDBLOXX ETF TRUST | 117K | $6M | 6.1% | +39% |
| 8 | JDVI | JOHN HANCOCK EXCHANGE TRADED | 146K | $5M | 5.3% | −19% |
| 9 | DFNL | DAVIS FUNDAMENTAL ETF TR | 117K | $5M | 5.3% | NEW |
| 10 | CANC | TEMA ETF TRUST | 140K | $5M | 5.2% | +99% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILLOW SIGNAL
AC read
Willow Financial LLC is classified as a institutional fund.
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