Financially Speaking Inc Diversified Active

Location: Greenwood Village, CO

CIK: 0002040901 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $155M (100.0% shares, 0.0% debt)

Holdings (168)

RSP INVSC S P 500 EQUAL WEIGHT ETF 20.4%
Value $31.48M Shares 164,337 Est. Cost $191.56 Unrealized
SPY SPDR S&P 500 ETF 18.0%
Value $27.88M Shares 40,887 Est. Cost $681.92 Unrealized
SNOXX SCHWAB TREASURY OBLIG MONEY INV 12.0%
Value $18.59M Shares 18,585,490 Est. Cost $1.00 Unrealized
FLDR FIDELITY LOW DURATION BOND FACTR ETF 11.3%
Value $17.53M Shares 349,000 Est. Cost $50.17 Unrealized
IOBAX ICON FLEXIBLE BD FD INV 10.5%
Value $16.16M Shares 1,910,301 Est. Cost $8.57 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 4.9%
Value $7.576M Shares 232,243 Est. Cost $29.42 Unrealized
JPST JPMORGAN ULTRA SHORT INCOME ETF 4.3%
Value $6.672M Shares 131,890 Est. Cost $50.68 Unrealized
EQWL INVESCO S AND P 100 EQL WGHT ETF 3.2%
Value $4.879M Shares 41,290 Est. Cost $118.16 Unrealized
SCOXX SCHWAB TREASURY OBLIG MONEY ULTRA 1.6%
Value $2.496M Shares 2,496,289 Est. Cost $1.00 Unrealized
RNMBY RHEINMETALL FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 1.4%
Value $2.159M Shares 5,906 Est. Cost $465.07 Unrealized
XLV STATE STRT HLTH CRE SLT SEC SPDR ETF 1.1%
Value $1.731M Shares 11,184 Est. Cost $154.80 Unrealized
XME ST SRT SPDR S&P MTLS ANDMNG ETF 0.9%
Value $1.404M Shares 13,550 Est. Cost $93.19 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.9%
Value $1.4M Shares 16,765 Est. Cost $71.63 Unrealized
GDX VANECK GOLD MINERS ETF 0.9%
Value $1.387M Shares 16,170 Est. Cost $76.40 Unrealized
PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A 0.8%
Value $1.245M Shares 7,006 Est. Cost $76.33 Unrealized +137.2%
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 0.8%
Value $1.241M Shares 6,656 Est. Cost $186.43 Unrealized
SNSXX SCHWAB US TREASURY MONEY INVESTOR 0.6%
Value $972K Shares 971,700 Est. Cost $1.00 Unrealized
NVDA NVIDIA CORP 0.6%
Value $945K Shares 5,066 Est. Cost $127.40 Unrealized +46.1%
SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.6%
Value $913K Shares 32,990 Est. Cost $23.09 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.6%
Value $901K Shares 7,917 Est. Cost $99.03 Unrealized
MCK MCKESSON CORP 0.4%
Value $656K Shares 800 Est. Cost $703.74 Unrealized +15.9%
SDY STATE STREET SPDR S&P DIV ETF 0.3%
Value $451K Shares 3,241 Est. Cost $135.75 Unrealized
ANCFX AMERICAN FUNDS FUNDAMENTAL INVS A 0.2%
Value $364K Shares 3,959 Est. Cost $80.72 Unrealized
XEL XCEL ENERGY INC 0.2%
Value $281K Shares 3,806 Est. Cost $64.77 Unrealized +20.9%
XOM EXXON MOBIL CORP 0.2%
Value $247K Shares 2,052 Est. Cost $104.90 Unrealized +10.1%
MDT MEDTRONIC PLC F 0.2%
Value $237K Shares 2,468 Est. Cost $83.84 Unrealized +15.9%
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR 0.1%
Value $220K Shares 220,398 Est. Cost $1.00 Unrealized
RTX RTX CORP 0.1%
Value $188K Shares 1,027 Est. Cost $131.75 Unrealized +31.6%
JNJ JOHNSON & JOHNSON 0.1%
Value $184K Shares 891 Est. Cost $150.84 Unrealized +30.6%
GOOGL ALPHABET INC CLASS CLASS A 0.1%
Value $181K Shares 578 Est. Cost $167.26 Unrealized +70.7%
COST COSTCO WHSL CORP NEW 0.1%
Value $177K Shares 205 Est. Cost $978.06 Unrealized -7.4%
MO ALTRIA GROUP INC 0.1%
Value $164K Shares 2,850 Est. Cost $55.95 Unrealized +6.1%
AMZN AMAZON.COM INC 0.1%
Value $147K Shares 637 Est. Cost $202.39 Unrealized +13.0%
PCONX PUTNAM CONVERTIBLE SECURITIES A 0.1%
Value $137K Shares 5,048 Est. Cost $27.01 Unrealized
USB US BANCORP DEL 0.1%
Value $118K Shares 2,208 Est. Cost $46.63 Unrealized +4.5%
META META PLATFORMS INC CLASS A 0.1%
Value $112K Shares 170 Est. Cost $648.66 Unrealized +2.9%
AWSHX AMERICAN FUNDS WASHINGTON MUTUAL A 0.1%
Value $112K Shares 1,713 Est. Cost $63.96 Unrealized
NET CLOUDFLARE INC CLASS CLASS A 0.1%
Value $108K Shares 550 Est. Cost $145.18 Unrealized +45.7%
OXY OCCIDENTAL PETE CORP 0.1%
Value $96,015 Shares 2,335 Est. Cost $47.96 Unrealized -13.4%
AAPL APPLE INC 0.1%
Value $90,986 Shares 335 Est. Cost $201.41 Unrealized +33.2%
MCD MCDONALDS CORP 0.1%
Value $89,244 Shares 292 Est. Cost $299.98 Unrealized +1.7%
JTEK JPMORGAN U S TECH LEADERS ETF IV 0.1%
Value $88,271 Shares 980 Est. Cost $84.46 Unrealized
BA BOEING CO 0.1%
Value $86,848 Shares 400 Est. Cost $190.98 Unrealized +7.7%
VEIPX VANGUARD EQUITY-INCOME INV 0.1%
Value $80,872 Shares 1,824 Est. Cost $44.50 Unrealized
TT TRANE TECHNOLOGIES PLC F 0.1%
Value $77,840 Shares 200 Est. Cost $393.53 Unrealized +5.1%
VWINX VANGUARD WELLESLEY INCOME INV 0.0%
Value $74,347 Shares 2,921 Est. Cost $25.69 Unrealized
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.0%
Value $70,314 Shares 150 Est. Cost $464.14 Unrealized +9.7%
LII LENNOX INTL INC 0.0%
Value $64,582 Shares 133 Est. Cost $554.73 Unrealized -9.9%
BRK/B BERKSHIRE HATHAWAY CLASS CLASS B 0.0%
Value $64,339 Shares 128 Est. Cost $484.02 Unrealized +2.8%
LIN LINDE PLC F 0.0%
Value $59,695 Shares 140 Est. Cost $452.31 Unrealized -5.5%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $58,993 Shares 826 Est. Cost $72.82 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.0%
Value $57,945 Shares 100 Est. Cost $417.06 Unrealized +35.5%
DIS DISNEY WALT CO 0.0%
Value $57,909 Shares 509 Est. Cost $103.31 Unrealized +6.0%
PSX PHILLIPS 66 0.0%
Value $55,748 Shares 432 Est. Cost $109.47 Unrealized +22.4%
DEMZ ADV INNER CIR FD III DM LR CP CR ETF 0.0%
Value $54,347 Shares 1,274 Est. Cost $38.96 Unrealized
PWRD TCW TRANSFORM SYSTEMS ETF 0.0%
Value $53,078 Shares 552 Est. Cost $90.17 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value $52,058 Shares 363 Est. Cost $160.77 Unrealized -8.5%
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value $51,830 Shares 2,954 Est. Cost $30.12 Unrealized
ROST ROSS STORES INC 0.0%
Value $51,160 Shares 284 Est. Cost $137.79 Unrealized +20.9%
GOLDMAN SACHS BAN 4.2 26CD FDIC INS DUE 04/01/26US 0.0%
Value $50,040 Shares 50,000 Est. Cost $1.00 Unrealized
THE BANK OF NEW 3.75 26CD FDIC INS DUE 12/22/26US 0.0%
Value $50,021 Shares 50,000 Est. Cost $1.00 Unrealized
GOLDMAN SACHS BA 3.75 26CD FDIC INS DUE 06/23/26US 0.0%
Value $50,007 Shares 50,000 Est. Cost $1.00 Unrealized
VZ VERIZON COMMUNICATIONS I 0.0%
Value $49,691 Shares 1,220 Est. Cost $41.82 Unrealized -3.2%
AMD ADVANCED MICRO DEVIC 0.0%
Value $48,400 Shares 226 Est. Cost $108.87 Unrealized +106.3%
NPSAX NUVEEN PREFERRED SECS & INC A 0.0%
Value $47,103 Shares 2,897 Est. Cost $15.77 Unrealized
NVDL GRANITESHARES NVDA LNG DAILY ETF 0.0%
Value $44,005 Shares 500 Est. Cost $70.42 Unrealized
T AT&T INC 0.0%
Value $42,973 Shares 1,730 Est. Cost $26.96 Unrealized -6.2%
PNC PNC FINL SERVICES 0.0%
Value $41,746 Shares 200 Est. Cost $165.97 Unrealized +16.2%
BANK OF AMERICA, 3.7 26CD FDIC INS DUE 08/19/26US 0.0%
Value $39,989 Shares 40,000 Est. Cost $1.00 Unrealized
BARCLAYS BANK DE 3.75 26CD FDIC INS DUE 05/19/26US 0.0%
Value $39,989 Shares 40,000 Est. Cost $1.00 Unrealized
MKC MCCORMICK & CO INC CLASS CLASS N 0.0%
Value $39,504 Shares 580 Est. Cost $73.41 Unrealized -10.2%
KMB KIMBERLY CLARK CORP 0.0%
Value $38,036 Shares 377 Est. Cost $131.73 Unrealized -17.7%
RIVN RIVIAN AUTOMOTIVE INC CLASS CLASS A 0.0%
Value $36,207 Shares 1,837 Est. Cost $11.51 Unrealized +37.9%
SYK STRYKER CORP 0.0%
Value $35,147 Shares 100 Est. Cost $371.54 Unrealized -2.2%
GEV GE VERNOVA INC 0.0%
Value $34,639 Shares 53 Est. Cost $592.22 Unrealized +2.8%
SBUX STARBUCKS CORP 0.0%
Value $33,684 Shares 400 Est. Cost $85.17 Unrealized -1.3%
DTCAX BNY MELLON SUST US EQUITY A 0.0%
Value $31,353 Shares 1,647 Est. Cost $19.24 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $30,221 Shares 53 Est. Cost $475.02 Unrealized +21.9%
WELLS FARGO BANK 4.15 26CD FDIC INS DUE 02/17/26US 0.0%
Value $30,010 Shares 30,000 Est. Cost $1.00 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value $27,469 Shares 499 Est. Cost $41.45 Unrealized +27.1%
HD HOME DEPOT INC 0.0%
Value $26,496 Shares 77 Est. Cost $389.16 Unrealized -6.3%
INTC INTEL CORP 0.0%
Value $25,161 Shares 682 Est. Cost $27.69 Unrealized +36.4%
NDSN NORDSON CORP 0.0%
Value $24,043 Shares 100 Est. Cost $242.59 Unrealized -3.4%
TQQQ PROSHARES ULTRAPRO QQQ ETF 0.0%
Value $23,724 Shares 450 Est. Cost $52.72 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value $22,870 Shares 500 Est. Cost $38.52 Unrealized +30.8%
GILD GILEAD SCIENCES INC 0.0%
Value $22,339 Shares 182 Est. Cost $104.39 Unrealized +15.8%
SLV ISHARES SILVER TRUST ETF 0.0%
Value $21,516 Shares 334 Est. Cost $32.81 Unrealized
MSFT MICROSOFT CORP 0.0%
Value $21,279 Shares 44 Est. Cost $432.38 Unrealized +15.8%
ALV AUTOLIV INC 0.0%
Value $19,229 Shares 162 Est. Cost $94.96 Unrealized +25.7%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $18,799 Shares 275 Est. Cost $74.02 Unrealized
MRK MERCK & CO. INC. 0.0%
Value $18,526 Shares 176 Est. Cost $98.70 Unrealized -5.5%
SMTC SEMTECH CORP 0.0%
Value $18,423 Shares 250 Est. Cost $35.58 Unrealized +99.4%
IOT SAMSARA INC CLASS A 0.0%
Value $17,725 Shares 500 Est. Cost $49.20 Unrealized -21.3%
QCOM QUALCOMM INC 0.0%
Value $17,105 Shares 100 Est. Cost $145.02 Unrealized +17.8%
FKINX FRANKLIN INCOME A1 0.0%
Value $16,947 Shares 6,779 Est. Cost $2.42 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $15,708 Shares 600 Est. Cost $13.19 Unrealized +111.3%
CMPAX CALVERT SMALL/MID CAP FUND CLASS A 0.0%
Value $15,255 Shares 657 Est. Cost $24.85 Unrealized
LOW LOWES COS INC 0.0%
Value $14,711 Shares 61 Est. Cost $220.63 Unrealized +8.7%
PM PHILIP MORRIS INTL INC 0.0%
Value $13,634 Shares 85 Est. Cost $167.37 Unrealized -8.2%
EQT EQT CORP 0.0%
Value $13,400 Shares 250 Est. Cost $53.58 Unrealized +4.8%
JMIA JUMIA TECHNOLOGIES AG FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value $12,490 Shares 1,000 Est. Cost $4.02 Unrealized
APA APA CORP 0.0%
Value $12,157 Shares 497 Est. Cost $16.87 Unrealized +43.1%
BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS 0.0%
Value $11,453 Shares 330 Est. Cost $29.91 Unrealized
CCI CROWN CASTLE INC REIT REIT 0.0%
Value $11,202 Shares 126 Est. Cost $98.04 Unrealized -7.1%
ATO ATMOS ENERGY CORP 0.0%
Value $10,557 Shares 63 Est. Cost $153.23 Unrealized +12.4%
ALLE ALLEGION PUB LTD CO F 0.0%
Value $10,509 Shares 66 Est. Cost $139.95 Unrealized +19.1%
SPOT SPOTIFY TECHNOLOGY S A F 0.0%
Value $9,291 Shares 16 Est. Cost $641.84 Unrealized -2.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $8,790 Shares 10 Est. Cost $734.84 Unrealized +10.7%
BMNR BITMINE IMMERSION TECNOL 0.0%
Value $8,145 Shares 300 Est. Cost $50.65 Unrealized -20.0%
COIN COINBASE GLOBAL INC CLASS CLASS A 0.0%
Value $7,915 Shares 35 Est. Cost $253.86 Unrealized +17.4%
SOUN SOUNDHOUND AI INC CLASS A 0.0%
Value $7,478 Shares 750 Est. Cost $9.42 Unrealized +52.8%
SHOP SHOPIFY INC FCLASS A 0.0%
Value $7,083 Shares 44 Est. Cost $100.02 Unrealized +60.5%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $6,640 Shares 500 Est. Cost $7.43 Unrealized +69.9%
GOOG ALPHABET INC CLASS CLASS C 0.0%
Value $6,590 Shares 21 Est. Cost $164.85 Unrealized +73.7%
NFLX NETFLIX INC 0.0%
Value $6,563 Shares 70 Est. Cost $108.34 Unrealized -0.5%
SWISX SCHWAB INTERNATIONAL INDEX 0.0%
Value $6,271 Shares 218 Est. Cost $27.28 Unrealized
LDDFF LIBERTY DEFENSE HLDGS F 0.0%
Value $6,108 Shares 40,000 Est. Cost $0.20 Unrealized 0.0%
GEF GREIF INC CLASS A 0.0%
Value $6,025 Shares 89 Est. Cost $55.52 Unrealized +12.0%
BWA BORGWARNER INC 0.0%
Value $5,407 Shares 120 Est. Cost $33.47 Unrealized +30.5%
BBAI BIGBEAR AI HLDGS INC 0.0%
Value $5,400 Shares 1,000 Est. Cost $3.61 Unrealized +80.7%
ORCL ORACLE CORP 0.0%
Value $4,873 Shares 25 Est. Cost $238.05 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.0%
Value $4,833 Shares 15 Est. Cost $252.67 Unrealized +22.5%
IBM IBM CORP 0.0%
Value $4,739 Shares 16 Est. Cost $253.82 Unrealized +17.7%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value $4,720 Shares 1,000 Est. Cost $2.41 Unrealized
UUUU ENERGY FUELS INC F 0.0%
Value $4,362 Shares 300 Est. Cost $10.62 Unrealized +59.8%
SPMO INVSC S P 500 MOMENTUM ETF 0.0%
Value $4,176 Shares 35 Est. Cost $121.06 Unrealized
GE GE AEROSPACE 0.0%
Value $4,004 Shares 13 Est. Cost $177.15 Unrealized +69.8%
HIMS HIMS & HERS HEALTH INC CLASS CLASS A 0.0%
Value $3,247 Shares 100 Est. Cost $45.20 Unrealized -5.2%
PGR PROGRESSIVE CORP OH 0.0%
Value $3,188 Shares 14 Est. Cost $257.53 Unrealized -17.5%
AIOAX COLUMBIA INCOME OPPORTUNITIES A 0.0%
Value $3,157 Shares 354 Est. Cost $8.72 Unrealized
V VISA INC CLASS CLASS A 0.0%
Value $3,156 Shares 9 Est. Cost $346.99 Unrealized -1.9%
ZETA ZETA GLOBAL HLDGS CORP CLASS CLASS A 0.0%
Value $3,073 Shares 151 Est. Cost $13.28 Unrealized +40.6%
CRM SALESFORCE INC 0.0%
Value $2,914 Shares 11 Est. Cost $266.04 Unrealized -6.7%
WMICX WASATCH MICRO CAP 0.0%
Value $2,846 Shares 328 Est. Cost $7.78 Unrealized
WBD WARNER BROS DISCOVERY INTENDER OFFER EXP: 01/21/26 0.0%
Value $2,680 Shares 93 Est. Cost $9.33 Unrealized +150.6%
FSLR FIRST SOLAR INC 0.0%
Value $2,612 Shares 10 Est. Cost $147.64 Unrealized +70.8%
PXWEX IMPAX ELLEVATE GLOBAL WOMEN'S LDR INV 0.0%
Value $2,535 Shares 73 Est. Cost $34.69 Unrealized
GM GENERAL MTRS CO 0.0%
Value $2,521 Shares 31 Est. Cost $51.75 Unrealized +36.0%
URA GLOBAL X URANIUM ETF 0.0%
Value $2,265 Shares 53 Est. Cost $47.67 Unrealized
LOCL LOCAL BOUNTI CORP 0.0%
Value $2,140 Shares 1,000 Est. Cost $2.64 Unrealized 0.0%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value $2,130 Shares 55 Est. Cost $41.87 Unrealized
F FORD MTR CO DEL 0.0%
Value $1,837 Shares 140 Est. Cost $9.87 Unrealized +30.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value $1,571 Shares 38 Est. Cost $31.07 Unrealized +12.0%
AMC AMC ENTMT HLDGS INC CLASS CLASS A 0.0%
Value $1,560 Shares 1,000 Est. Cost $2.97 Unrealized -19.7%
NNDM NANO DIMENSION LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $1,540 Shares 1,000 Est. Cost $1.62 Unrealized
PHIN PHINIA INC 0.0%
Value $1,505 Shares 24 Est. Cost $48.20 Unrealized +14.3%
DHX DHI GROUP INC 0.0%
Value $1,473 Shares 950 Est. Cost $1.86 Unrealized +1.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $1,320 Shares 4 Est. Cost $374.94 Unrealized -10.1%
ENTG ENTEGRIS INC 0.0%
Value $1,264 Shares 15 Est. Cost $75.73 Unrealized +14.6%
NEE NEXTERA ENERGY INC 0.0%
Value $1,044 Shares 13 Est. Cost $68.10 Unrealized +21.2%
HRL HORMEL FOODS CORP 0.0%
Value $995 Shares 42 Est. Cost $29.46 Unrealized -20.9%
ETH GRAYSCALE ETHEREUM MINI 0.0%
Value $758 Shares 27 Est. Cost $31.48 Unrealized
CRML CRITICAL METALS CORP. F 0.0%
Value $694 Shares 100 Est. Cost $10.90 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value $586 Shares 16 Est. Cost $36.44 Unrealized -4.7%
PYPL PAYPAL HLDGS INC 0.0%
Value $584 Shares 10 Est. Cost $83.88 Unrealized -22.7%
IBIT ISHARES BITCOIN ETF 0.0%
Value $546 Shares 11 Est. Cost $49.64 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value $412 Shares 6 Est. Cost $58.20 Unrealized
JPIN JPMORGAN DVRSFD RTRN INTRNL EQT ETF 0.0%
Value $409 Shares 6 Est. Cost $64.08 Unrealized
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value $328 Shares 4 Est. Cost $84.84 Unrealized -8.2%
WVVI WILLAMETTE VY VINEYARD I 0.0%
Value $305 Shares 100 Est. Cost $5.84 Unrealized -46.6%
BMBL BUMBLE INC CLASS A 0.0%
Value $179 Shares 50 Est. Cost $5.05 Unrealized -12.3%
OKLO OKLO INC CLASS A 0.0%
Value $144 Shares 2 Est. Cost $78.30 Unrealized +42.4%
BLTH AMERICAN BATTERY MATL IN 0.0%
Value $120 Shares 20 Est. Cost $5.02 Unrealized 0.0%
COTY COTY INC CLASS A 0.0%
Value $92 Shares 30 Est. Cost $7.69 Unrealized -52.7%
MBOT MICROBOT MED INC 0.0%
Value $2 Shares 1 Est. Cost $0.98 Unrealized +142.3%
WONDER AUTO TECHNOLOGXXXESC PEND POSS FUTR DISTR 0.0%
Value $0 Shares 200 Est. Cost Unrealized
WELL POWER INC XXXREGISTRATION REVOKED BY THE SEC EFF: 10/02/18 0.0%
Value $0 Shares 1,000 Est. Cost Unrealized
GCI LIBERTY INC XXXESC PEND POSS FUTR DISTR 0.0%
Value $0 Shares 38 Est. Cost Unrealized