Financially Speaking Inc Portfolio Stock Holdings

According to the SEC 13F filed on July 27, 2026, Financially Speaking Inc disclosed 102 stock positions valued at approximately $20.59M as of quarter-end June 30, 2026. The largest holdings include J P MORGAN EXCHANGE TRADED F, FIDELITY MERRIMACK STR TR, and PALANTIR TECHNOLOGIES INC.

Report Period
June 30, 2026
No. of Stocks
102
Portfolio Value
$20.59M
Holdings by Sector
Financially Speaking Inc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
J P MORGAN EXCHANGE TRADED FJPSTOther36.64%149,073--$7,544,586
FIDELITY MERRIMACK STR TRFLDROther36.61%150,614+29+0.02%$7,538,231
PALANTIR TECHNOLOGIES INCPLTRTechnology3.68%5,176--$757,146
SPDR SERIES TRUSTSDYOther2.18%3,082--$449,817
NVIDIA CORPORATIONNVDATechnology2.13%2,515--$438,616
EXXON MOBIL CORPXOMEnergy1.69%2,052--$348,143
XCEL ENERGY INCXELUtilities1.47%3,808--$302,485
JOHNSON & JOHNSONJNJHealthcare1.06%891--$217,797
MEDTRONIC PLCMDTOther1.04%2,468--$213,853
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.99%205--$204,269
RTX CORPORATIONRTXIndustrials0.96%1,027--$198,109
ALTRIA GROUP INCMOConsumer Defensive0.91%2,850--$188,072
OCCIDENTAL PETE CORPOXYEnergy0.58%1,848--$120,091
US BANCORPUSBFinancial Services0.56%2,208--$114,839
ALPHABET INCGOOGLCommunication Services0.53%383--$110,136
MCDONALDS CORPMCDConsumer Cyclical0.44%292--$90,751
TRANE TECHNOLOGIES PLCTTOther0.40%200--$83,348
APPLE INCAAPLTechnology0.40%322--$81,715
PHILLIPS 66PSXEnergy0.39%435--$79,325
J P MORGAN EXCHANGE TRADED FJTEKOther0.36%920--$73,177
LINDE PLCLINOther0.34%140--$69,407
SCHWAB STRATEGIC TRSCHBOther0.34%2,764-30-1.07%$69,377
LENNOX INTL INCLIIIndustrials0.30%133--$61,730
ROSS STORES INCROSTConsumer Cyclical0.30%284--$61,523
VERIZON COMMUNICATIONS INCVZCommunication Services0.30%1,220--$61,244
INVESCO EXCH TRADED FD TR IISPLVOther0.29%826--$60,414
TCW ETF TRUSTNETZOther0.26%552--$53,967
PROCTER & GAMBLE COPGConsumer Defensive0.26%364--$52,592
AT&T INCTCommunication Services0.24%1,730--$50,153
DISNEY WALT CODISCommunication Services0.23%488--$47,034
Showing 30 of 102 holdings in the latest reporting period.