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Value $
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$239M
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Signature - Title
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Ryan Charles Stout - Managing Member and Chief Compliance Officer
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Location
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Fort Collins, CO
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Summary
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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.