Conquis Financial LLC Top Holdings and 13F Report (2025) About Conquis Financial LLCInvestment ActivityConquis Financial LLC has $97.69 million in total holdings as of December 31, 2024.Conquis Financial LLC owns shares of 199 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $39,388,627Vanguard Intermediate-Term Bond ETF $12,315,952Dimensional World ex U.S. Core Equity 2 ETF $9,487,396Dimensional U.S. Core Equity 2 ETF $8,024,771Schwab International Equity ETF $7,194,983 Sector AllocationMap of 500 Largest Holdings ofConquis Financial LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$39,388,62773,10340.3%ETFBIVVanguard Intermediate-Term Bond ETF$12,315,952164,80612.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$9,487,396381,6339.7%ETFDFACDimensional U.S. Core Equity 2 ETF$8,024,771231,9978.2%ETFSCHFSchwab International Equity ETF$7,194,983388,9187.4%ETFIJRiShares Core S&P Small-Cap ETF$4,055,28335,1964.2%ETFVIGVanguard Dividend Appreciation ETF$3,058,86515,6203.1%ETFVOEVanguard Mid-Cap Value ETF$2,702,53016,7062.8%ETFADBEAdobe$2,464,4175,5422.5%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,318,18218,3311.3%ETFCMFiShares California Muni Bond ETF$980,51917,1181.0%ETFVEAVanguard FTSE Developed Markets ETF$654,70413,6910.7%ETFNYFiShares New York Muni Bond ETF$641,19512,0480.7%ETFADSKAutodesk$472,9121,6000.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$472,6801,6310.5%ETFVTEBVanguard Tax-Exempt Bond ETF$448,0628,9380.5%ETFMSFTMicrosoft$265,5456300.3%Computer and TechnologyBSVVanguard Short-Term Bond ETF$215,1202,7840.2%ETFVTVanguard Total World Stock ETF$212,3431,8070.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$199,7564,6880.2%ETFDFASDimensional U.S. Small Cap ETF$183,9812,8270.2%ETFSPYSPDR S&P 500 ETF Trust$148,2782530.2%FinancePGProcter & Gamble$139,7638340.1%Consumer StaplesVXUSVanguard Total International Stock ETF$134,4192,2810.1%ETFFIVNFive9$121,9203,0000.1%Computer and TechnologyGOOGLAlphabet$120,3956360.1%Computer and TechnologyWMTWalmart$119,9631,3250.1%Retail/WholesaleGOOGAlphabet$114,2646000.1%Computer and TechnologyMMM3M$109,4688480.1%Multi-Sector ConglomeratesVBVanguard Small-Cap ETF$107,2264460.1%ETFIBMInternational Business Machines$93,8674270.1%Computer and TechnologyAMGNAmgen$92,2673540.1%MedicalKOCoca-Cola$89,9661,4450.1%Consumer StaplesMRKMerck & Co., Inc.$88,9198870.1%MedicalDFAUDimensional US Core Equity Market ETF$66,6461,6460.1%ETFAAPLApple$62,8552510.1%Computer and TechnologyHPQHP$62,4481,8970.1%Computer and TechnologyMETAMeta Platforms$58,5511000.1%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$54,6188470.1%ETFCSCOCisco Systems$46,8867920.0%Computer and TechnologyHPEHewlett Packard Enterprise$40,5011,8970.0%Computer and TechnologyJNJJohnson & Johnson$32,8292270.0%MedicalINTCIntel$32,0801,6000.0%Computer and TechnologyIWMiShares Russell 2000 ETF$29,8301350.0%FinanceACHRArcher Aviation$29,2503,0000.0%AerospaceESGVVanguard ESG US Stock ETF$28,0062670.0%ETFDFICDimensional International Core Equity 2 ETF$27,5221,0650.0%ETFGEGeneral Electric$22,3501340.0%TransportationWFCWells Fargo & Company$20,7912960.0%FinanceDFAIDimensional International Core Equity Market ETF$19,1556560.0%ETFSAPSAP$18,958770.0%Computer and TechnologySGHTSight Sciences$18,2005,0000.0%MedicalNVONovo Nordisk A/S$17,9782090.0%MedicalSLFSun Life Financial$16,3192750.0%FinanceSONYSony Group$14,2836750.0%Consumer StaplesUNHUnitedHealth Group$14,164280.0%MedicalSOLVENTUM CORP COM SHS$14,0052120.0%COM SHSBACBank of America$13,0092960.0%FinanceAZNAstraZeneca$12,6451930.0%MedicalCPCanadian Pacific Kansas City$12,5921740.0%TransportationASMLASML$12,475180.0%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$12,2311220.0%ETFJPMJPMorgan Chase & Co.$11,506480.0%FinanceRELXRelx$11,2192470.0%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$11,1322000.0%ETFGE VERNOVA INC COM$10,855330.0%COMLOWLowe's Companies$10,612430.0%Retail/WholesaleABBVAbbVie$10,484590.0%MedicalLINDE PLC SHS$10,467250.0%SHSARGXargenx$10,455170.0%MedicalCVXChevron$10,428720.0%EnergySESEA$10,292970.0%Computer and TechnologyCRH PLC ORD$10,2701110.0%ORDHDHome Depot$10,114260.0%Retail/WholesaleNVDANVIDIA$10,072750.0%Computer and TechnologyMSMorgan Stanley$9,932790.0%FinanceVVisa$9,797310.0%Business ServicesCMCSAComcast$9,1952450.0%Consumer DiscretionaryULUnilever$9,1851620.0%Consumer StaplesSHOPShopify$9,144860.0%Computer and TechnologyXOMExxon Mobil$9,143850.0%EnergyADIAnalog Devices$8,923420.0%Computer and TechnologyAVGOBroadcom$8,578370.0%Computer and TechnologyMCDMcDonald's$8,407290.0%Retail/WholesaleTRIThomson Reuters$8,340520.0%Business ServicesBMYBristol-Myers Squibb$8,2581460.0%MedicalHDBHDFC Bank$8,1741280.0%FinanceLYGLloyds Banking Group$8,1142,9830.0%FinancePNCThe PNC Financial Services Group$7,714400.0%FinanceHONHoneywell International$7,680340.0%Multi-Sector ConglomeratesRACEFerrari$7,647180.0%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$7,505380.0%Computer and TechnologyAMZNAmazon.com$7,459340.0%Retail/WholesaleCOPConocoPhillips$7,438750.0%EnergyBLACKROCK INC COM$7,17670.0%COMTJXTJX Companies$7,007580.0%Retail/WholesalePHParker-Hannifin$6,996110.0%IndustrialsEOGEOG Resources$6,987570.0%EnergyCBChubb$6,908250.0%FinanceBBVABanco Bilbao Vizcaya Argentaria$6,6686860.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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