DOSSIER · 13F-HR · Q3 2026

Scheeler Financial LLC

$132M in tracked AUM across 78 positions as of Q3 2026.

SF
CIK 0002152854 · last filed Sep 30, 2026
Total AUM
$132M
as of Q3 2026
Holdings
78
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Scheeler Financial LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BIL
SPDR SERIES TRUST
$53M578K40.1%
02
GOOG
ALPHABET INC
$7M20K5.2%
03
FENY
FIDELITY COVINGTON TRUST
$6M187K4.8%
04
AAPL
APPLE INC
$5M15K3.8%
05
NVDA
NVIDIA CORPORATION
$5M20K3.5%
06
V
VISA INC
$4M12K3.2%
07
MSFT
MICROSOFT CORP
$4M7K2.9%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$4M7K2.7%
09
CSCO
CISCO SYS INC
$3M29K2.3%
10
XLK
SELECT SECTOR SPDR TR
$3M14K2.0%

Filing history

2026Q3Sep 30
$132M—
78 positionsView →