Financially Speaking Inc 13F Holdings
CIK 0002040901 · GREENWOOD VILLAGE, CO
As of Sep 30, 2025, Financially Speaking Inc reported 216 positions worth
CIK 0002040901 · GREENWOOD VILLAGE, CO
As of Sep 30, 2025, Financially Speaking Inc reported 216 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TREASURY OBLIG MONEY INV | — | — | 18,961,696 | 9.0M | 12.46% |
| J P MORGAN EXCHANGE TRADED F | JTEK | — | 170,333 | 5.7M | 10.29% |
| ICON FLEXIBLE BD FD INV | IOBAX | — | 1,515,003 | 2.9M | 8.47% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 35,887 | 0.1M | 6.64% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 71,652 | $8.7M | 5.70% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 267,875 | $8.5M | 5.61% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 135,454 | $6.9M | 4.51% |
| VANECK JUNIOR GOLD MINERS ETF | GDXJ | — | 67,238 | $6.7M | 4.37% |
| STATE STREET(R) SPDR(R) S&P(R) METALS & MINING ETF | XME | — | 70,282 | $6.5M | 4.30% |
| GLOBAL X DEFENSE TECH ETF | SHLD | — | 80,523 | $5.7M | 3.72% |
| FIDELITY MERRIMACK STR TR | FLDR | — | 107,784 | $5.4M | 3.55% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 113,953 | $5.2M | 3.41% |
| RHEINMETALL AG ADR | RNMBY | — | 10,649 | $5.0M | 3.26% |
| VANECK GOLD MINERS ETF | GDX | — | 61,600 | $4.7M | 3.09% |
| AMPLIFY JUNIOR SILVER MINERS ETF | SILJ | — | 190,340 | $4.4M | 2.89% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,838 | $3.4M | 2.26% |
| GLOBAL X SILVER MINERS ETF | SIL | — | 45,097 | $3.2M | 2.12% |
| SCHWAB TREASURY OBLIG MONEY ULTRA | SCOXX | — | 2,508,034 | $2.5M | 1.65% |
| Rolls Royce Holdings ADR | RYCEY | — | 111,578 | .8M | 1.19% |
| ISHARES MSCI SPAIN ETF | EWP | — | 35,964 | .8M | 1.17% |
| VANECK ETF TRUST | VNM | — | 98,475 | .8M | 1.15% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 9,592 | .7M | 1.15% |
| GLOBAL X URANIUM ETF | URA | — | 35,722 | .7M | 1.12% |
| US TREASURY MONEY INVESTOR | — | — | 962,153 | $962.2K | 0.63% |
| NVIDIA CORP | NVDA | Technology | 5,138 | $958.7K | 0.63% |