Schuylkill Financial LLC — 13F Holdings & Portfolio

CIK 2148716 · latest 13F-HR filed 2026-08-07

Schuylkill Financial LLC manages $108.2M in 13F-reported U.S. long-equity assets across 66 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (10.13%), FBND (9.06%), BND (8.63%).

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
1290 BROADCASTING RD
WYOMISSING, PA 19610
Phone
(610) 670-1656
Filing Manager
Schuylkill Financial LLC
WYOMISSING, PA
Signatory
Christopher Makosch
Partner
Loading holdings…
AUM

$108.2M

Long-equity book

Holdings

66

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

—

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • —
Show all →

Top Trims

  • —
Show all →

New Positions

  • —
Show all →

Exited Positions

  • —
Show all →
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 ISHARES TR IVV 464287200 $11.0M 10.13% 14,627 SH
2 FIDELITY MERRIMACK STR TR FBND 316188309 $9.8M 9.06% 215,562 SH
3 VANGUARD BD INDEX FDS BND 921937835 $9.3M 8.63% 127,247 SH
4 VANGUARD TAX-MANAGED FDS VEA 921943858 $6.9M 6.41% 97,263 SH
5 ISHARES TR IEFA 46432F842 $6.8M 6.29% 70,482 SH
6 ISHARES TR EFV 464288877 $4.1M 3.76% 53,105 SH
7 VANGUARD WHITEHALL FDS VYM 921946406 $3.9M 3.60% 24,636 SH
8 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $3.4M 3.14% 124,391 SH
9 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $3.4M 3.11% 15,829 SH
10 PIMCO ETF TR PYLD 72201R585 $3.2M 2.97% 121,061 SH
11 VANGUARD CHARLOTTE FDS BNDX 92203J407 $3.0M 2.76% 61,625 SH
12 APPLE INC AAPL 037833100 $2.6M 2.39% 8,941 SH
13 FIDELITY COVINGTON TRUST FSMD 316092527 $2.3M 2.17% 44,336 SH
14 VANECK ETF TRUST SMH 92189F676 $2.3M 2.09% 3,449 SH
15 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.7M 1.57% 3,556 SH
16 AMAZON COM INC AMZN 023135106 $1.6M 1.48% 6,695 SH
17 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $1.5M 1.40% 9,364 SH
18 ISHARES TR USHY 46435U853 $1.5M 1.35% 39,499 SH
19 ISHARES TR IWM 464287655 $1.4M 1.32% 4,756 SH
20 SELECT SECTOR SPDR TR XLI 81369Y704 $1.2M 1.14% 6,630 SH
21 GE VERNOVA INC GEV 36828A101 $1.2M 1.12% 1,029 SH
22 UNION PAC CORP UNP 907818108 $1.2M 1.12% 4,435 SH
23 MICROSOFT CORP MSFT 594918104 $1.2M 1.09% 3,165 SH
24 ARCOSA INC ACA 039653100 $1.1M 1.03% 7,673 SH
25 GE AEROSPACE GE 369604301 $1.0M 0.95% 2,756 SH
26 ISHARES TR SOXX 464287523 $1.0M 0.95% 1,604 SH
27 CITIGROUP INC C 172967424 $1.0M 0.93% 7,178 SH
28 ISHARES TR IHE 464288836 $991.9K 0.92% 10,018 SH
29 ISHARES TR IYW 464287721 $988.9K 0.91% 3,921 SH
30 ISHARES TR IYJ 464287754 $968.4K 0.90% 5,811 SH
31 ISHARES TR ITA 464288760 $961.8K 0.89% 3,967 SH
32 EATON CORP PLC ETN G29183103 $954.2K 0.88% 2,239 SH
33 ALPS ETF TR AMLP 00162Q452 $927.0K 0.86% 17,878 SH
34 BROADCOM INC AVGO 11135F101 $926.7K 0.86% 2,453 SH
35 ISHARES TR IGSB 464288646 $917.2K 0.85% 17,501 SH
36 MONSTER BEVERAGE CORP NEW MNST 61174X109 $875.6K 0.81% 9,109 SH
37 ISHARES TR IAI 464288794 $872.9K 0.81% 4,979 SH
38 VANECK ETF TRUST SLX 92189F205 $868.7K 0.80% 8,827 SH
39 RTX CORPORATION RTX 75513E101 $840.1K 0.78% 4,428 SH
40 STEEL DYNAMICS INC STLD 858119100 $786.4K 0.73% 3,427 SH
41 ISHARES TR IBDU 46436E205 $785.8K 0.73% 33,929 SH
42 ISHARES TR IBDT 46435U515 $784.5K 0.73% 31,069 SH
43 ISHARES TR IBTG 46436E858 $781.4K 0.72% 34,139 SH
44 ISHARES TR IBDR 46435GAA0 $779.7K 0.72% 32,181 SH
45 ISHARES TR IBDS 46435UAA9 $775.8K 0.72% 32,032 SH
46 TJX COS INC NEW TJX 872540109 $766.9K 0.71% 5,062 SH
47 ISHARES TR ICLN 464288224 $753.5K 0.70% 36,772 SH
48 ISHARES TR AOA 464289859 $556.8K 0.51% 5,705 SH
49 ISHARES TR AOR 464289867 $346.8K 0.32% 4,990 SH
50 ISHARES TR IWB 464287622 $324.8K 0.30% 793 SH