13F Filings History of CONQUIS FINANCIAL LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$116,287,413
Signature - Title
Katherine Simmonds - President/CEO
Location
Milbrae, CA
Summary
This page shows a list of all the recent 13F filings made by CONQUIS FINANCIAL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CONQUIS FINANCIAL LLC reported 66 stock holdings with total value $116,287,413 as of Q4 2025. Top holdings included VOO, DFAX, VIG, SCHF, and DFAC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 66 $116,287,413 +$13,218,885 -$4,742,504 +$8,476,381 VOO, DFAX, VIG, SCHF, DFAC 13F-HR 11 Feb 2026, 09:47
Q3 2025 56 $105,616,677 +$7,446,847 -$10,624,666 -$3,177,819 VOO, DFAX, VIG, SCHF, DFAC 13F-HR 31 Oct 2025, 10:07
Q2 2025 50 $103,022,466 +$11,361,973 -$12,591,292 -$1,229,319 VOO, DFAX, BIV, VIG, SCHF 13F-HR 11 Aug 2025, 13:23
Q1 2025 60 $96,334,918 +$3,173,055 -$2,731,250 +$441,805 VOO, BIV, DFAX, SCHF, DFAC 13F-HR 09 May 2025, 16:07
Q4 2024 199 $97,688,491 $0 $0 $0 VOO, BIV, DFAX, DFAC, SCHF 13F-HR 12 Feb 2025, 16:34