Theory Financial LLC - Q12026 Holdings

Theory Financial LLC holds 94 stocks with a total portfolio value of $ 284.94M as of Q12026. In Q12026, Theory Financial LLC added 5 new positions, increased stakes in 35 stocks, reduced 37 holdings, and fully exited 12 positions. The largest holding is Schwab Strategic Tr (SCHZ), representing 7.71% of the total portfolio.