Zhang Financial LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Zhang Financial LLC opened 13 positions, added to 91, reduced 57, sold out of 2 and left 32 unchanged. The largest increase in value was VOO (+$40,519,565); the largest decrease was DFAT (-$2,828,160).
- XLC: Country of operation —; Class N/A; Shares 2026-03-31 3,415; Shares 2026-06-30 0.
- GBTC: Country of operation United States; Class SHS REP COM UT; Shares 2026-03-31 3,819; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1776290): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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