DOSSIER · 13F-HR · Q1 2026
Schaeffer Financial LLC
Schaeffer Financial's asset manager based in London, UK — $119M in tracked AUM across 25 positions as of Q1 2026.
SF
Schaeffer Financial·London, UK·Asset Manager
CIK 0001898838 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Schaeffer Financial LLC reported a materially smaller 13F portfolio at the September 30, 2025 filing date: total long equity value $20.30 million across 5 reported holdings, down 80.2% from $102.41 million on the June 30, 2025 filing (an absolute reduction of about $82.11 million). The current portfolio is extremely concentrated: the single largest holding represents $18.66 million, or 91.93% of the reported long portfolio. The remaining four positions together account for $...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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