Filer Snapshot

FORONJY FINANCIAL LLC

CIK 0002040600. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

4

Latest Filing

24 Apr 2026

Industry

n/a

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Best next click

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F

13F-HR filed on 24 Apr 2026 for CIK 0002040600.

View Source Filing
Business address
401 Chapala Street, Suite #105, Santa Barbara, CA, 93101
Top 13F securities
IEI BSCU VGT BSCW SHYG GSY SPYV XLK XLF XLC XLV IWY +8 more
State of incorporation
CA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about FORONJY FINANCIAL LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $240.56M across 97 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IEI at $16.27M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 97 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 24 Apr 2026

Top 5 concentration

31%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$74.74M

Compared with $240.56M total 13F value.

Top 5 net change

+$2.3M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: XLK ยท Largest trim: SPY

IEI BSCU VGT BSCW SHYG Other holdings

IEI

6.8%

Ishares Tr

$16.27M

BSCU

6.7%

Invesco Exch Trd Slf Idx Fd

$16.11M

VGT

6.6%

Vanguard World Fd

$15.81M

BSCW

6%

Invesco Exch Trd Slf Idx Fd

$14.39M

SHYG

5.1%

Ishares Tr

$12.17M

Latest update

What changed recently for FORONJY FINANCIAL LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

24 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 24 Apr 2026.

Benchmark Context

Benchmark context for this company

FORONJY FINANCIAL LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0002040600 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
4
First seen
14 Aug 2025
Latest filing
24 Apr 2026
Entity
Company

Latest Filings

Recent SEC filings for FORONJY FINANCIAL LLC with direct links to document and filing folders.

13F-HR File 028-25737

13F-HR filing

Filing date
24 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-25737

13F-HR filing

Filing date
03 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-25737

13F-HR filing

Filing date
22 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-25737

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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