§ 13F · FUND PROFILE
Zhang Financial LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2167.3T (13F)Positions · 291Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P | 311K | $195.0T | 7.3% | +3% |
| 2 | VTI | VANGUARD INDEX FDS | 548K | $183.7T | 6.8% | ±0% |
| 3 | DFUS | DIMENSIONAL US | 2.42M | $179.3T | 6.7% | +1% |
| 4 | ITOT | ISHARES CORE | 1.05M | $156.4T | 5.8% | +8% |
| 5 | VXUS | VANGUARD STAR FDS | 1.88M | $141.8T | 5.3% | +8% |
| 6 | DFAC | DIMENSIONAL US | 3.32M | $131.5T | 4.9% | +1% |
| 7 | BIV | VANGUARD INTERMEDIATE | 1.52M | $118.4T | 4.4% | +34% |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 717K | $101.1T | 3.8% | +1% |
| 9 | DFAI | DIMENSIONAL ETF TRUST | 1.82M | $69.5T | 2.6% | +2% |
| 10 | AAPL | APPLE INC | 217K | $58.9T | 2.2% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ZHANG SIGNAL
AC read
Zhang Financial LLC is a Other fund managing $2167333.5 trillion in assets. The fund runs a broad portfolio of 291 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 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