THEORY FINANCIAL LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$239M
Signature - Title
Ryan Charles Stout - Managing Member and Chief Compliance Officer
Location
Fort Collins, CO
Summary
This page shows a list of all the recent 13F filings made by THEORY FINANCIAL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. THEORY FINANCIAL LLC reported 74 stock holdings with total value $239M as of Q4 2024. Top holdings included SCHZ, VFH, XLC, XLY, and QUAL.
Holdings Value