THEORY FINANCIAL LLC
THEORY FINANCIAL LLC reported a Form 13F information table total of $284.94 million in 94 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1899158): holdings report, quarter ended 2026-03-31, filed 2026-05-05; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Westshore Wealth, LLC | United States | $0.285B | 102 |
| Vantage Point Financial LLC | United States | $0.285B | 176 |
| BENNETT SELBY INVESTMENTS LP | United States | $0.285B | 81 |
| West Family Investments, Inc. | United States | $0.285B | 259 |
| G&S Capital LLC | United States | $0.285B | 133 |
| Providence First Trust Co | United States | $0.284B | 179 |
| Kenora Financial, LLC | United States | $0.286B | 132 |
| Future Fund LLC | United States | $0.284B | 127 |
| Owls Nest Partners IA, LLC | United States | $0.286B | 13 |
| Leisure Capital Management | United States | $0.286B | 154 |