THEORY FINANCIAL LLC Diversified Active

Location: Fort Collins, CO

CIK: 0001899158 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $297M (100.0% shares, 0.0% debt)

Holdings (101)

SCHZ SCHWAB STRATEGIC TR 9.0%
Value $26.73M Shares 1,139,188 Est. Cost $33.53 Unrealized
XLC SELECT SECTOR SPDR TR 8.1%
Value $24.15M Shares 205,097 Est. Cost $94.29 Unrealized
VFH VANGUARD WORLD FD 6.3%
Value $18.79M Shares 143,424 Est. Cost $110.93 Unrealized
MBB ISHARES TR 3.6%
Value $10.59M Shares 110,574 Est. Cost $92.99 Unrealized
GRNY TIDAL TRUST I 3.1%
Value $9.35M Shares 364,683 Est. Cost $24.46 Unrealized
IGIB ISHARES TR 3.1%
Value $9.187M Shares 170,072 Est. Cost $51.80 Unrealized
HYLB DBX ETF TR 2.9%
Value $8.541M Shares 230,286 Est. Cost $36.40 Unrealized
DYNF BLACKROCK ETF TRUST 2.2%
Value $6.5M Shares 106,128 Est. Cost $48.77 Unrealized
QUAL ISHARES TR 2.1%
Value $6.099M Shares 29,937 Est. Cost $150.11 Unrealized
SCHP SCHWAB STRATEGIC TR 2.0%
Value $6.061M Shares 227,768 Est. Cost $39.47 Unrealized
VXUS VANGUARD STAR FDS 2.0%
Value $5.973M Shares 74,792 Est. Cost $64.12 Unrealized
IVE ISHARES TR 2.0%
Value $5.923M Shares 27,279 Est. Cost $197.01 Unrealized
SOXX ISHARES TR 2.0%
Value $5.858M Shares 17,075 Est. Cost $302.89 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 1.9%
Value $5.635M Shares 67,775 Est. Cost $71.94 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 1.9%
Value $5.623M Shares 197,148 Est. Cost $28.52 Unrealized
SPYM SPDR SERIES TRUST 1.8%
Value $5.434M Shares 66,662 Est. Cost $60.57 Unrealized
VGT VANGUARD WORLD FD 1.8%
Value $5.433M Shares 7,144 Est. Cost $597.07 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.8%
Value $5.345M Shares 20,753 Est. Cost $205.35 Unrealized
IVW ISHARES TR 1.8%
Value $5.25M Shares 42,237 Est. Cost $88.19 Unrealized
GLD SPDR GOLD TR 1.7%
Value $5.163M Shares 11,110 Est. Cost $381.96 Unrealized
EZM WISDOMTREE TR 1.7%
Value $4.931M Shares 70,629 Est. Cost $57.79 Unrealized
XLK SELECT SECTOR SPDR TR 1.5%
Value $4.457M Shares 30,514 Est. Cost $146.08 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 1.5%
Value $4.358M Shares 73,847 Est. Cost $53.80 Unrealized
XLV SELECT SECTOR SPDR TR 1.5%
Value $4.306M Shares 27,233 Est. Cost $148.19 Unrealized
EFV ISHARES TR 1.3%
Value $3.989M Shares 53,710 Est. Cost $56.40 Unrealized
XTEN BONDBLOXX ETF TRUST 1.3%
Value $3.973M Shares 85,604 Est. Cost $46.18 Unrealized
IUSB ISHARES TR 1.3%
Value $3.956M Shares 84,657 Est. Cost $45.47 Unrealized
VBR VANGUARD INDEX FDS 1.3%
Value $3.888M Shares 17,327 Est. Cost $181.67 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 1.2%
Value $3.673M Shares 47,708 Est. Cost $58.77 Unrealized
RZV INVESCO EXCHANGE TRADED FD T 1.2%
Value $3.645M Shares 28,319 Est. Cost $98.19 Unrealized
IEMG ISHARES INC 1.2%
Value $3.617M Shares 49,824 Est. Cost $56.69 Unrealized
NLR VANECK ETF TRUST 1.1%
Value $3.257M Shares 21,934 Est. Cost $150.92 Unrealized
EPI WISDOMTREE TR 1.1%
Value $3.118M Shares 70,557 Est. Cost $43.72 Unrealized
PICK ISHARES INC 0.9%
Value $2.796M Shares 46,922 Est. Cost $59.58 Unrealized
VTEB VANGUARD MUN BD FDS 0.9%
Value $2.549M Shares 50,438 Est. Cost $49.17 Unrealized
BINC BLACKROCK ETF TRUST II 0.9%
Value $2.529M Shares 47,672 Est. Cost $52.58 Unrealized
THRO BLACKROCK ETF TRUST 0.8%
Value $2.454M Shares 62,697 Est. Cost $35.52 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.8%
Value $2.401M Shares 166,475 Est. Cost $14.42 Unrealized
FCTE ETF OPPORTUNITIES TRUST 0.8%
Value $2.394M Shares 88,649 Est. Cost $26.23 Unrealized
MUB ISHARES TR 0.8%
Value $2.385M Shares 22,157 Est. Cost $107.18 Unrealized
BAI BLACKROCK ETF TRUST 0.8%
Value $2.357M Shares 68,212 Est. Cost $33.67 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.8%
Value $2.307M Shares 59,542 Est. Cost $50.39 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.7%
Value $2.185M Shares 18,386 Est. Cost $105.01 Unrealized
GLDM WORLD GOLD TR 0.7%
Value $1.986M Shares 19,853 Est. Cost $67.71 Unrealized
IAGG ISHARES TR 0.7%
Value $1.942M Shares 38,657 Est. Cost $51.06 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value $1.909M Shares 9,630 Est. Cost $146.20 Unrealized
IVV ISHARES TR 0.6%
Value $1.882M Shares 2,705 Est. Cost $496.49 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value $1.871M Shares 31,269 Est. Cost $60.38 Unrealized
AVEM AMERICAN CENTY ETF TR 0.6%
Value $1.792M Shares 21,561 Est. Cost $79.80 Unrealized
SPEM SPDR INDEX SHS FDS 0.4%
Value $1.319M Shares 26,595 Est. Cost $49.58 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value $1.261M Shares 1,821 Est. Cost $466.84 Unrealized
SPTS SPDR SERIES TRUST 0.4%
Value $1.26M Shares 43,036 Est. Cost $29.44 Unrealized
IWF ISHARES TR 0.4%
Value $1.21M Shares 2,567 Est. Cost $283.28 Unrealized
OEF ISHARES TR 0.4%
Value $1.133M Shares 3,296 Est. Cost $251.96 Unrealized
LCTU BLACKROCK ETF TRUST 0.4%
Value $1.067M Shares 14,226 Est. Cost $61.86 Unrealized
SUSC ISHARES TR 0.3%
Value $1.022M Shares 43,488 Est. Cost $22.94 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.3%
Value $992K Shares 2,744 Est. Cost $442.56 Unrealized 0.0%
EAGG ISHARES TR 0.3%
Value $969K Shares 20,166 Est. Cost $46.79 Unrealized
EMB ISHARES TR 0.3%
Value $889K Shares 9,185 Est. Cost $90.75 Unrealized
SHLD GLOBAL X FDS 0.3%
Value $874K Shares 11,479 Est. Cost $67.39 Unrealized
ESGU ISHARES TR 0.3%
Value $797K Shares 5,271 Est. Cost $123.70 Unrealized
DSI ISHARES TR 0.3%
Value $774K Shares 5,882 Est. Cost $106.92 Unrealized
TLH ISHARES TR 0.3%
Value $764K Shares 7,453 Est. Cost $105.16 Unrealized
HIMU BLACKROCK ETF TRUST II 0.2%
Value $689K Shares 14,043 Est. Cost $49.37 Unrealized
GOOGL ALPHABET INC 0.2%
Value $673K Shares 2,020 Est. Cost $103.27 Unrealized +176.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $591K Shares 1,223 Est. Cost $465.78 Unrealized +6.8%
AMZN AMAZON COM INC 0.2%
Value $529K Shares 2,218 Est. Cost $130.66 Unrealized +75.1%
AAPL APPLE INC 0.2%
Value $505K Shares 1,978 Est. Cost $209.44 Unrealized +28.1%
EUSB ISHARES TR 0.2%
Value $505K Shares 11,478 Est. Cost $42.56 Unrealized
USXF ISHARES TR 0.2%
Value $486K Shares 8,251 Est. Cost $48.35 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value $482K Shares 15,618 Est. Cost $61.85 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value $455K Shares 934 Est. Cost $410.44 Unrealized
IEFA ISHARES TR 0.1%
Value $432K Shares 4,604 Est. Cost $71.14 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $429K Shares 3,183 Est. Cost $112.36 Unrealized +2.8%
ESGE ISHARES INC 0.1%
Value $420K Shares 8,825 Est. Cost $41.49 Unrealized
GOVT ISHARES TR 0.1%
Value $417K Shares 18,087 Est. Cost $22.97 Unrealized
IAU ISHARES GOLD TR 0.1%
Value $403K Shares 4,234 Est. Cost $66.50 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $403K Shares 2,403 Est. Cost $146.48 Unrealized +3.4%
TLT ISHARES TR 0.1%
Value $386K Shares 4,374 Est. Cost $88.35 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value $373K Shares 4,505 Est. Cost $81.43 Unrealized
IYW ISHARES TR 0.1%
Value $371K Shares 1,842 Est. Cost $135.71 Unrealized
SYSB ISHARES TR 0.1%
Value $344K Shares 3,817 Est. Cost $90.12 Unrealized
IWS ISHARES TR 0.1%
Value $340K Shares 2,293 Est. Cost $114.33 Unrealized
QUS SPDR SERIES TRUST 0.1%
Value $338K Shares 1,899 Est. Cost $120.96 Unrealized
MSFT MICROSOFT CORP 0.1%
Value $335K Shares 712 Est. Cost $314.16 Unrealized +59.3%
EFG ISHARES TR 0.1%
Value $327K Shares 2,720 Est. Cost $98.47 Unrealized
IVLU ISHARES TR 0.1%
Value $323K Shares 8,051 Est. Cost $28.32 Unrealized
EVUS ISHARES TR 0.1%
Value $320K Shares 9,648 Est. Cost $33.20 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value $283K Shares 939 Est. Cost $228.29 Unrealized +35.6%
AVGO BROADCOM INC 0.1%
Value $277K Shares 854 Est. Cost $215.92 Unrealized +65.3%
LLY ELI LILLY & CO 0.1%
Value $262K Shares 247 Est. Cost $742.24 Unrealized +28.7%
VOE VANGUARD INDEX FDS 0.1%
Value $260K Shares 1,406 Est. Cost $145.01 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $260K Shares 3,937 Est. Cost $50.83 Unrealized
EXAS EXACT SCIENCES CORP 0.1%
Value $256K Shares 2,498 Est. Cost $49.96 Unrealized +60.7%
NVDA NVIDIA CORPORATION 0.1%
Value $245K Shares 1,313 Est. Cost $186.13 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value $223K Shares 356 Est. Cost $565.01 Unrealized
META META PLATFORMS INC 0.1%
Value $215K Shares 320 Est. Cost $667.32 Unrealized 0.0%
FGDL FRANKLIN TEMPLETON HOLDINGS 0.1%
Value $213K Shares 3,160 Est. Cost $67.36 Unrealized
GOOG ALPHABET INC 0.1%
Value $209K Shares 627 Est. Cost $209.93 Unrealized +36.4%
ABBV ABBVIE INC 0.1%
Value $208K Shares 944 Est. Cost $201.95 Unrealized +12.7%
IWP ISHARES TR 0.1%
Value $204K Shares 1,464 Est. Cost $141.42 Unrealized