Farrell Financial LLC — 13F Holdings & Portfolio

CIK 2031235 · latest 13F-HR filed 2026-07-10

Farrell Financial LLC manages $184.9M in 13F-reported U.S. long-equity assets across 83 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VV (10.34%), ESGV (7.01%), SCHX (6.89%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 1, added to 42, and trimmed 8.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
21 PRINCETON PLACE
SUITE 105
ORCHARD PARK, NY 14127
Phone
(716) 983-5551
Filing Manager
Farrell Financial LLC
ORCHARD PARK, NY
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$184.9M

Long-equity book

Holdings

83

Distinct positions

Period

2026-06-30

Filed 2026-07-10

Q/Q Activity

+8 / −1 / ↑42 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$2.2M +13.2%
  • VANGUARD WORLD FD$1.9M +17.0%
  • SCHWAB STRATEGIC TR$1.7M +14.9%
  • VANGUARD WORLD FD$1.2M +17.7%
  • APPLE INC$1.1M +13.5%
Show all 42

Top Trims

  • ISHARES GOLD TR-$786.1K -17.9%
  • ISHARES TR-$529.6K -25.5%
  • COSTCO WHOLESALE CORPORATION-$230.8K -41.2%
  • EXXON MOBIL CORP-$116.4K -19.3%
  • ISHARES TR-$56.1K -9.0%
Show all 8

New Positions

  • MARVELL TECHNOLOGY INC$297.0K
  • BROADCOM INC$289.7K
  • CISCO SYS INC$236.2K
  • ISHARES TR$235.7K
  • ISHARES TR$227.9K
Show all 8

Exited Positions

  • INVESCO EXCH TRADED FD TR II$216.8K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VV 922908637 $19.1M 10.34% 55,599 SH
2 VANGUARD WORLD FD ESGV 921910733 $13.0M 7.01% 98,026 SH
3 SCHWAB STRATEGIC TR SCHX 808524201 $12.7M 6.89% 433,179 SH
4 APPLE INC AAPL 037833100 $9.1M 4.93% 31,528 SH
5 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $9.0M 4.89% 109,291 SH
6 VANGUARD TAX-MANAGED FDS VEA 921943858 $8.8M 4.78% 123,979 SH
7 VANGUARD WORLD FD VSGX 921910725 $7.9M 4.26% 95,680 SH
8 VANGUARD INDEX FDS VO 922908629 $7.1M 3.86% 88,547 SH
9 VANGUARD INDEX FDS VB 922908751 $7.1M 3.82% 23,330 SH
10 VANGUARD BD INDEX FDS BND 921937835 $7.1M 3.82% 96,242 SH
11 VANECK ETF TRUST MOAT 92189F643 $4.7M 2.53% 44,974 SH
12 ISHARES INC EMXC 46434G764 $4.3M 2.31% 41,735 SH
13 ISHARES TR QUAL 46432F339 $4.2M 2.27% 19,125 SH
14 LOEWS CORP L 540424108 $3.9M 2.12% 34,696 SH
15 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $3.8M 2.08% 48,709 SH
16 VANGUARD SPECIALIZED FUNDS VIG 921908844 $3.8M 2.04% 15,904 SH
17 MICROSOFT CORP MSFT 594918104 $3.7M 1.99% 9,878 SH
18 ISHARES GOLD TR IAU 464285204 $3.6M 1.95% 47,699 SH
19 VANGUARD MALVERN FDS VTIP 922020805 $3.1M 1.69% 62,205 SH
20 ISHARES TR EMB 464288281 $3.1M 1.67% 32,089 SH
21 AMAZON COM INC AMZN 023135106 $2.7M 1.44% 11,148 SH
22 VANGUARD MALVERN FDS VCRB 922020748 $2.3M 1.23% 29,356 SH
23 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $2.1M 1.14% 27,973 SH
24 ISHARES TR PFF 464288687 $2.0M 1.06% 64,570 SH
25 SPDR SERIES TRUST CWB 78464A359 $1.7M 0.93% 15,981 SH
26 VANGUARD WORLD FD VAW 92204A801 $1.7M 0.93% 7,483 SH
27 ISHARES TR IUSB 46434V613 $1.6M 0.84% 33,783 SH
28 ISHARES TR LQD 464287242 $1.5M 0.84% 14,171 SH
29 VANGUARD INSTL INDEX FD VBIL 922040845 $1.4M 0.77% 18,734 SH
30 VANGUARD INDEX FDS VTI 922908769 $1.4M 0.74% 3,704 SH
31 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $1.3M 0.70% 24,354 SH
32 FIRST TR EXCHANGE-TRADED ALP FEX 33734K109 $1.2M 0.64% 8,511 SH
33 VANGUARD MUN BD FDS VTEB 922907746 $1.1M 0.59% 21,488 SH
34 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.0M 0.56% 12,377 SH
35 NVIDIA CORPORATION NVDA 67066G104 $1.0M 0.54% 5,011 SH
36 WISDOMTREE TR QGRW 97717Y477 $977.9K 0.53% 14,810 SH
37 VANGUARD WORLD FD VCEB 921910691 $975.6K 0.53% 15,544 SH
38 ISHARES TR ESGU 46435G425 $895.4K 0.48% 5,471 SH
39 CHUBB LIMITED CB H1467J104 $778.8K 0.42% 2,286 SH
40 ISHARES TR TIP 464287176 $769.2K 0.42% 7,029 SH
41 M & T BK CORP MTB 55261F104 $769.1K 0.42% 3,231 SH
42 ISHARES INC EUSA 464286681 $730.4K 0.40% 6,397 SH
43 VANGUARD INDEX FDS VNQ 922908553 $724.9K 0.39% 7,517 SH
44 VANGUARD INDEX FDS VUG 922908736 $721.7K 0.39% 8,378 SH
45 ISHARES INC CEMB 464286251 $689.0K 0.37% 15,092 SH
46 ISHARES TR ESGD 46435G516 $679.6K 0.37% 6,610 SH
47 SPDR SERIES TRUST SPAB 78464A649 $650.7K 0.35% 25,499 SH
48 ISHARES TR EFA 464287465 $600.0K 0.32% 5,776 SH
49 ISHARES TR NYF 464288323 $571.5K 0.31% 10,602 SH
50 ISHARES TR AGG 464287226 $567.7K 0.31% 5,736 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-10 $184.9M 83 0001754960-26-000469
2026-03-31 2026-04-13 $167.4M 76 0001754960-26-000217
2025-12-31 2026-01-12 $169.6M 74 0001754960-26-000026