DOSSIER · 13F-HR · Q3 2026

Schuylkill Financial LLC

$102M in tracked AUM across 66 positions as of Q3 2026.

SF
CIK 0002148716 · last filed Sep 30, 2026
Total AUM
$102M
as of Q3 2026
Holdings
66
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Schuylkill 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
IVV
ISHARES TR
$11M14K10.5%
02
FBND
FIDELITY MERRIMACK STR TR
$10M226K9.6%
03
BND
VANGUARD BD INDEX FDS
$9M132K9.1%
04
VEA
VANGUARD TAX-MANAGED FDS
$7M99K6.8%
05
IEFA
ISHARES TR
$7M71K6.8%
06
VYM
VANGUARD WHITEHALL FDS
$4M25K3.7%
07
RSP
INVESCO EXCHANGE TRADED FD T
$3M16K3.3%
08
CGMS
CAPITAL GRP FIXED INCM ETF T
$3M130K3.3%
09
PYLD
PIMCO ETF TR
$3M126K3.1%
10
AAPL
APPLE INC
$3M8K2.5%

Filing history

2026Q3Sep 30
$102M▼ 5.8%
66 positionsView →
2026Q2Jun 30
$108M—
66 positionsView →