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CONQUIS FINANCIAL LLC
CONQUIS FINANCIAL LLC
Latest filing: 2026-06-30
CONQUIS FINANCIAL LLC runs CONQUIS FINANCIAL LLC and currently holds 54 stock positions, which is fewer than the average of 230 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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54 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD S&P 500 ETF | 22.80% | $538.81 | $703.77 | +30.62% | Trimmed -3.94% |
 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 17.68% | $26.64 | $38.13 | +43.13% | Trimmed -0.89% |
 VIG VANGUARD DIVIDEND APPRECIATION ETF | 12.69% | $205.83 | $243.85 | +18.47% | Added +0.48% |
 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF | 9.92% | $35.94 | $45.61 | +26.91% | Trimmed -1.48% |
 SCHF SCHWAB INTERNATIONAL EQUITY ETF | 9.84% | $19.00 | $28.46 | +49.76% | Trimmed -1.31% |
 BIV VANGUARD INTERMEDIATE-TERM BOND ETF | 5.65% | $75.04 | $75.42 | +0.51% | Added +4.40% |
 VOE VANGUARD MID-CAP VALUE ETF | 4.85% | $169.77 | $208.62 | +22.88% | Added +0.22% |
 IJR ISHARES CORE S&P SMALL CAP ETF | 4.39% | $115.52 | $147.28 | +27.49% | Trimmed -1.20% |
 VTEB VANGUARD TAX-EXEMPT BOND ETF | 2.84% | $50.12 | $49.50 | -1.24% | Added +17.60% |
 VCRB VANGUARD CORE BOND ETF | 1.81% | $78.23 | $75.94 | -2.93% | Added +8.90% |
Showing 1-10 of 54