Financially Speaking Inc Top Holdings and 13F Report (2026) About Financially Speaking IncInvestment ActivityFinancially Speaking Inc has $20.59 million in total holdings as of March 31, 2026.Financially Speaking Inc owns shares of 114 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 4.90% of the portfolio was purchased this quarter.About 646.09% of the portfolio was sold this quarter.This quarter, Financially Speaking Inc has purchased 168 new stocks and bought additional shares in 6 stocks.Financially Speaking Inc sold shares of 26 stocks and completely divested from 69 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $7,544,586Fidelity Low Duration Bond Factor ETF $7,536,780PALANTIR TECHNOLOGIES INC $757,146SPDR S&P Dividend ETF $449,817NVIDIA $438,616 Largest New Holdings this Quarter 808524102 - Schwab US Broad Market ETF $70,130 Holding37960A529 - GLOBAL X FDS $34,641 Holding464287523 - iShares Semiconductor ETF $8,217 Holding156431108 - Century Aluminum $5,459 Holding78464A631 - SPDR S&P Aerospace & Defense ETF $5,080 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 17,183 shares (about $869.63K)Schwab US Broad Market ETF 2,794 shares (about $70.13K)GLOBAL X FDS 489 shares (about $34.64K)iShares Semiconductor ETF 25 shares (about $8.22K)Century Aluminum 93 shares (about $5.46K) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 164,330 shares (about $31.55M)SPDR S&P 500 ETF Trust 40,886 shares (about $26.62M)Fidelity Low Duration Bond Factor ETF 198,415 shares (about $9.93M)Schwab U.S. Large-Cap Growth ETF 232,209 shares (about $6.77M)Invesco S&P 100 Equal Weight ETF 41,289 shares (about $4.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancially Speaking Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPSTJPMorgan Ultra-Short Income ETF$7,544,586$869,632 ▲13.0%149,07336.6%ETFFLDRFidelity Low Duration Bond Factor ETF$7,536,780$9,930,672 ▼-56.9%150,58536.6%ETFPALANTIR TECHNOLOGIES INC$757,146$267,693 ▼-26.1%5,1763.7%CL ASDYSPDR S&P Dividend ETF$449,817$23,206 ▼-4.9%3,0822.2%ETFNVDANVIDIA$438,616$444,894 ▼-50.4%2,5152.1%Computer and TechnologyXOMExxonMobil$348,1430.0%2,0521.7%EnergyXELXcel Energy$302,485$159 ▲0.1%3,8081.5%UtilitiesJNJJohnson & Johnson$217,7970.0%8911.1%MedicalMDTMedtronic$213,8530.0%2,4681.0%MedicalCOSTCostco Wholesale$204,2690.0%2051.0%Retail/WholesaleRTXRTX$198,1090.0%1,0271.0%AerospaceMOAltria Group$188,0720.0%2,8500.9%Consumer StaplesOXYOccidental Petroleum$120,091$31,647 ▼-20.9%1,8480.6%EnergyUSBU.S. Bancorp$114,8390.0%2,2080.6%FinanceGOOGLAlphabet$110,136$56,074 ▼-33.7%3830.5%Computer and TechnologyMCDMcDonald's$90,7510.0%2920.4%Retail/WholesaleTTTrane Technologies$83,3480.0%2000.4%ConstructionAAPLApple$81,715$3,299 ▼-3.9%3220.4%Computer and TechnologyPSXPhillips 66$79,325$547 ▲0.7%4350.4%EnergyJ P MORGAN EXCHANGE TRADED F$73,177$4,772 ▼-6.1%9200.4%U S TECH LEADERSSCHBSchwab US Broad Market ETF$70,130$70,130 ▲New Holding2,7940.3%ETFLINDE PLC$69,4070.0%1400.3%SHSLIILennox International$61,7300.0%1330.3%ConstructionROSTRoss Stores$61,5230.0%2840.3%Retail/WholesaleVZVerizon Communications$61,2440.0%1,2200.3%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$60,4140.0%8260.3%ETFTCW ETF TRUST$53,9670.0%5520.3%TRANSFORM SYSTEMPGProcter & Gamble$52,592$144 ▲0.3%3640.3%Consumer StaplesTAT&T$50,1530.0%1,7300.2%Computer and TechnologyDISWalt Disney$47,034$2,024 ▼-4.1%4880.2%Consumer DiscretionaryTMOThermo Fisher Scientific$44,238$4,915 ▼-10.0%900.2%MedicalAMDAdvanced Micro Devices$43,128$2,848 ▼-6.2%2120.2%Computer and TechnologyDEMZDemocratic Large Cap Core ETF$42,534$8,684 ▼-17.0%1,0580.2%ETFAMZNAmazon.com$38,947$93,723 ▼-70.6%1870.2%Retail/WholesaleKIMBERLY-CLARK CORP$36,3700.0%3770.2%COMNOCNorthrop Grumman$36,1590.0%530.2%AerospaceSBUXStarbucks$35,8360.0%4000.2%Retail/WholesaleGLOBAL X FDS$34,641$34,641 ▲New Holding4890.2%DEFENSE TECH ETFSYKStryker$32,8590.0%1000.2%MedicalINTCIntel$30,0920.0%6820.1%Computer and TechnologyMKCMcCormick & Company, Incorporated$29,2560.0%5800.1%Consumer StaplesRIVNRivian Automotive$27,6470.0%1,8370.1%Auto/Tires/TrucksNDSNNordson$26,6060.0%1000.1%IndustrialsHDHome Depot$25,3250.0%770.1%Retail/WholesaleBACBank of America$24,491$146 ▲0.6%5020.1%FinanceSLViShares Silver Trust$22,7590.0%3340.1%ETFGILDGilead Sciences$22,021$3,345 ▼-13.2%1580.1%MedicalMRKMerck & Co., Inc.$21,1720.0%1760.1%MedicalALVAutoliv$17,0360.0%1620.1%Auto/Tires/TrucksIOTSamsara$15,8450.0%5000.1%Computer and TechnologyBPBP$15,5000.0%3300.1%EnergyAPAAPA$14,600$6,494 ▼-30.8%3440.1%EnergyGRAYSCALE BITCOIN TRUST ETF$14,5090.0%2750.1%SHS REP COM UTLOWLowe's Companies$14,4140.0%610.1%Retail/WholesalePMPhilip Morris International$14,0540.0%850.1%Consumer StaplesMSFTMicrosoft$13,327$2,962 ▼-18.2%360.1%Computer and TechnologyQCOMQualcomm$12,8780.0%1000.1%Computer and TechnologyATOAtmos Energy$11,6970.0%630.1%UtilitiesCCICrown Castle$10,2500.0%1260.0%FinanceALLEAllegion$9,5900.0%660.0%IndustrialsSOXXiShares Semiconductor ETF$8,217$8,217 ▲New Holding250.0%ETFBWABorgWarner$6,5120.0%1200.0%Auto/Tires/TrucksCOINCoinbase Global$6,1120.0%350.0%FinanceGOOGAlphabet$6,0250.0%210.0%Computer and TechnologyGEFGreif$5,9700.0%890.0%IndustrialsBITMINE IMMERSION TECNOLOGIE$5,9340.0%3000.0%COM NEWUUUUEnergy Fuels$5,4750.0%3000.0%Basic MaterialsCENXCentury Aluminum$5,459$5,459 ▲New Holding930.0%IndustrialsSPOTSpotify Technology$5,335$2,425 ▼-31.3%110.0%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$5,080$5,080 ▲New Holding200.0%ETFDELLDell Technologies$4,924$4,924 ▲New Holding300.0%Computer and TechnologyRCATRed Cat$3,927$3,927 ▲New Holding3000.0%Business ServicesGEGE Aerospace$3,6900.0%130.0%AerospaceBBAIBigBear.ai$3,5200.0%1,0000.0%Computer and TechnologyGOLD RESOURCE CORP$3,516$3,516 ▲New Holding2,9300.0%COMDHXDHI Group$2,6700.0%9500.0%Computer and TechnologyGE VERNOVA INC$2,619$43,650 ▼-94.3%30.0%COMURAGlobal X Uranium ETF$2,5670.0%530.0%ETFWBDWarner Bros. Discovery$2,5540.0%930.0%Consumer DiscretionaryGMGeneral Motors$2,3100.0%310.0%Auto/Tires/TrucksHIMSHims & Hers Health$2,0760.0%1000.0%MedicalPPLTabrdn Physical Platinum Shares ETF$1,783$1,184,982 ▼-99.8%100.0%ETFNNDMNano Dimension$1,7000.0%1,0000.0%Computer and TechnologyGRAYSCALE BITCOIN MINI TR ET$1,6500.0%550.0%SHS NEWPHINPHINIA$1,6430.0%240.0%Auto/Tires/TrucksFFord Motor$1,6160.0%1400.0%Auto/Tires/TrucksLUVSouthwest Airlines$1,4280.0%380.0%TransportationIEViShares Europe ETF$1,359$951 ▲233.3%200.0%ETFRSPInvesco S&P 500 Equal Weight ETF$1,344$31,551,360 ▼-100.0%70.0%ETFLOCLLocal Bounti$1,1600.0%1,0000.0%Consumer StaplesSCHGSchwab U.S. Large-Cap Growth ETF$991$6,768,209 ▼-100.0%340.0%ETFDVNDevon Energy$8060.0%160.0%EnergyCRITICAL METALS CORP$7940.0%1000.0%PUBCO ORD SHSSPYSPDR S&P 500 ETF Trust$651$26,616,786 ▼-100.0%10.0%FinanceGRAYSCALE ETHEREUM STAKING$5370.0%270.0%SHS NEWPYPLPayPal$4530.0%100.0%Business ServicesISHARES BITCOIN TRUST ETF$4230.0%110.0%SHS BEN INTSCHDSchwab US Dividend Equity ETF$338$338 ▲New Holding110.0%ETFGEHCGE HealthCare Technologies$2850.0%40.0%MedicalWVVIWillamette Valley Vineyards$2570.0%1000.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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