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CONQUIS FINANCIAL LLC 13F Portfolio
CONQUIS FINANCIAL LLC
Latest SEC 13F filing: 2026-06-30
CONQUIS FINANCIAL LLC runs CONQUIS FINANCIAL LLC and currently holds 54 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $124.02M. Their top holdings are VOO, DFAX, VIG, DFAC, SCHF. The top five represent 72.9% of reported portfolio weight. CONQUIS FINANCIAL LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 6 existing positions. They trimmed 10 positions. Their current best-performing preview position is INTC with returns of +143.01%.
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Top 5 Holdings
VOO22.8%
DFAX17.7%
VIG12.7%
DFAC9.9%
SCHF9.8%
Top 5: 72.9%
Portfolio Returns
1 Year
+16.80%
#0/10003 Year
+23.89%
#0/10005 Year
+23.89%
#0/1000Portfolio Value
$124.02M
Alpha Score
21.0
#0 of 1000
Holdings
54
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CONQUIS FINANCIAL LLC Current 13F Holdings
Reported holdings from CONQUIS FINANCIAL LLC's latest SEC 13F filing, ranked by portfolio weight.
54 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD S&P 500 ETF | 22.80% | $538.81 | $715.51 | +32.79% | Trimmed -3.94% |
 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 17.68% | $26.64 | $37.06 | +39.11% | Trimmed -0.89% |
 VIG VANGUARD DIVIDEND APPRECIATION ETF | 12.69% | $205.83 | $239.00 | +16.12% | Added +0.48% |
 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF | 9.92% | $35.94 | $45.31 | +26.06% | Trimmed -1.48% |
 SCHF SCHWAB INTERNATIONAL EQUITY ETF | 9.84% | $19.00 | $27.27 | +43.53% | Trimmed -1.31% |
 BIV VANGUARD INTERMEDIATE-TERM BOND ETF | 5.65% | $75.04 | $72.94 | -2.81% | Added +4.40% |
 VOE VANGUARD MID-CAP VALUE ETF | 4.85% | $169.77 | $202.26 | +19.14% | Added +0.22% |
 IJR ISHARES CORE S&P SMALL CAP ETF | 4.39% | $115.52 | $137.51 | +19.04% | Trimmed -1.20% |
 VTEB VANGUARD TAX-EXEMPT BOND ETF | 2.84% | $50.12 | $47.32 | -5.59% | Added +17.60% |
 VCRB VANGUARD CORE BOND ETF | 1.81% | $78.23 | $73.67 | -5.83% | Added +8.90% |
Showing 1-10 of 54