Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Willow Financial LLC (CIK 2077046) reported $98.7M across 37 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FDV ($8.9M, 9.06%), GRNY ($8.2M, 8.28%), IVES ($7.2M, 7.27%), TPLS ($6.3M, 6.34%), SIO ($6.1M, 6.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FDV | FEDERATED HERMES ETF TRUST | $8.9M | 9.06% | 290,221 | Trimmed |
| 2 | GRNY | TIDAL TRUST I | $8.2M | 8.28% | 342,365 | Added |
| 3 | IVES | WEDBUSH SER TR | $7.2M | 7.27% | 252,923 | Added |
| 4 | TPLS | THORNBURG ETF TR | $6.3M | 6.34% | 248,384 | Added |
| 5 | SIO | TOUCHSTONE ETF TRUST | $6.1M | 6.21% | 239,261 | Added |
| 6 | WTBN | WISDOMTREE TR | $6.0M | 6.13% | 239,124 | Trimmed |
| 7 | BBBS | BONDBLOXX ETF TRUST | $6.0M | 6.07% | 117,064 | Added |
| 8 | JDVI | JOHN HANCOCK EXCHANGE TRADED | $5.3M | 5.34% | 145,826 | Trimmed |
| 9 | DFNL | DAVIS FUNDAMENTAL ETF TR | $5.3M | 5.33% | 117,411 | New |
| 10 | CANC | TEMA ETF TRUST | $5.1M | 5.19% | 139,662 | Added |
| 11 | XMHQ | INVESCO EXCHANGE TRADED FD T | $5.1M | 5.14% | 49,076 | Trimmed |
| 12 | DFIS | DIMENSIONAL ETF TRUST | $4.5M | 4.59% | 134,670 | Added |
| 13 | VOLT | TEMA ETF TRUST | $4.0M | 4.08% | 117,477 | Added |
| 14 | WMT | WALMART INC | $4.0M | 4.01% | 31,825 | Added |
| 15 | OUSM | ALPS ETF TR | $2.8M | 2.85% | 64,290 | Trimmed |
| 16 | RSHO | TEMA ETF TRUST | $2.2M | 2.27% | 45,068 | Trimmed |
| 17 | SETM | SPROTT FDS TR | $1.8M | 1.80% | 53,761 | New |
| 18 | XOM | EXXON MOBIL CORP | $1.3M | 1.31% | 7,606 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $1.1M | 1.14% | 1,877 | Added |
| 20 | JPEF | J P MORGAN EXCHANGE TRADED F | $815,326 | 0.83% | 11,354 | Trimmed |
| 21 | VO | VANGUARD INDEX FDS | $773,089 | 0.78% | 2,692 | Hold |
| 22 | AAPL | APPLE INC | $488,800 | 0.50% | 1,926 | Added |
| 23 | FRDM | EA SERIES TRUST | $497,424 | 0.50% | 9,102 | Trimmed |
| 24 | IVV | ISHARES TR | $476,843 | 0.48% | 730 | Hold |
| 25 | MSFT | MICROSOFT CORP | $452,718 | 0.46% | 1,223 | Added |
Source: SEC Form 13F filings · as of 2026-03-31