Zhang Financial LLC

Est. AUM

$2.89B

13F long equity, this entity only

Positions

367

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD S&P	S&P 500 ETF SHS	$195.0M	326411	6.74%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$180.8M	563420	6.25%	SOLE
3	DIMENSIONAL US	US EQUITY ETF	$179.7M	2533557	6.21%	SOLE
4	ISHARES CORE	CORE S&P TTL STK	$168.3M	1181952	5.82%	SOLE
5	VANGUARD STAR FDS	VG TL INTL STK F	$160.6M	2082582	5.55%	SOLE
6	VANGUARD INTERMEDIATE	INTERMED TERM	$145.9M	1890146	5.04%	SOLE
7	DIMENSIONAL US	US CORE EQUITY 2	$126.8M	3263205	4.38%	SOLE
8	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$100.1M	723873	3.46%	SOLE
9	ISHARES CORE	CORE US AGGBD ET	$89.2M	898297	3.08%	SOLE
10	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$71.8M	1843654	2.48%	SOLE
11	VANGUARD TOTAL	TOTAL BND MRKT	$66.2M	899249	2.29%	SOLE
12	APPLE INC	COM	$57.4M	226060	1.98%	SOLE
13	VANGUARD SMALL	SM CP VAL ETF	$49.2M	226556	1.70%	SOLE
14	VANGUARD HIGH	HIGH DIV YLD	$48.8M	329681	1.69%	SOLE
15	ISHARES GOLD	ISHARES	$40.9M	463742	1.41%	SOLE
16	VANGUARD MALVERN FDS	CORE BD ETF	$40.7M	525359	1.41%	SOLE
17	AVANTIS INTL	INTL EQT ETF	$38.4M	452332	1.33%	SOLE
18	BNY MELLON	US LRG CP CORE	$37.9M	303387	1.31%	SOLE
19	STRYKER CORP	COM	$34.1M	103799	1.18%	SOLE
20	VANGUARD SHORT	SHRT TRM CORP BD	$32.5M	410000	1.12%	SOLE
21	DIMENSIONAL US	US CORE EQT MKT	$32.0M	708833	1.11%	SOLE
22	MICROSOFT CORP	COM	$27.2M	73448	0.94%	SOLE
23	VANGUARD GROWTH	GROWTH ETF	$27.1M	61944	0.94%	SOLE
24	VANGUARD MID	MID CAP ETF	$27.0M	93967	0.93%	SOLE
25	AVANTIS U S	US EQT ETF	$26.9M	242233	0.93%	SOLE
26	NVIDIA CORP	COM	$26.3M	150723	0.91%	SOLE
27	DIMENSIONAL US	US SMALL CAP VAL	$24.6M	702217	0.85%	SOLE
28	VANGUARD TAX-MANAGED INTL FD	FTSE DEV MKT ETF	$22.8M	356156	0.79%	SOLE
29	SPDR PORTFOLIO	PORTFOLI S&P1500	$22.4M	283279	0.77%	SOLE
30	VANGUARD S&P	500 VAL IDX FD	$22.0M	107875	0.76%	SOLE
31	AVANTIS U S	US SML CP VALU	$19.7M	178134	0.68%	SOLE
32	ISHARES RUSSELL	RUS 2000 VAL ETF	$18.8M	99252	0.65%	SOLE
33	VANGUARD MEGA	MEGA GRWTH IND	$18.8M	51209	0.65%	SOLE
34	ISHARES CORE	CORE S&P500 ETF	$18.2M	27878	0.63%	SOLE
35	ALPHABET INC	CAP STK CL A	$17.7M	61597	0.61%	SOLE
36	AMAZON COM	COM	$16.7M	80336	0.58%	SOLE
37	SCHWAB STRATEGIC TR	US BRD MKT ETF	$16.7M	666381	0.58%	SOLE
38	SPDR S&P 500 ETF TR	TR UNIT	$16.5M	25437	0.57%	SOLE
39	SCHWAB INTL	INTL EQTY ETF	$14.4M	582566	0.50%	SOLE
40	BERKSHIRE HATHAWAY	CL B	$12.9M	26957	0.45%	SOLE
41	VANGUARD VALUE	VALUE ETF	$12.9M	65748	0.45%	SOLE
42	ISHARES BITCOIN TR	SHS	$12.8M	332302	0.44%	SOLE
43	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$12.3M	228258	0.43%	SOLE
44	FACEBOOK INC	CL A	$11.6M	20286	0.40%	SOLE
45	ISHARES NATIONAL	NATIONAL MUN	$10.8M	101343	0.37%	SOLE
46	MICRON TECHNOLOGY INC	COM	$10.5M	31089	0.36%	SOLE
47	BROADCOM INC	COM	$10.3M	33414	0.36%	SOLE
48	SPDR PORTFOLIO	PORTFOLIO S&P400	$10.2M	171919	0.35%	SOLE
49	VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$9.3M	122652	0.32%	SOLE
50	WORLD GOLD	SPDR GLD MINIS	$9.1M	97794	0.31%	SOLE

1–50 of 367

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.