13F Insight
DOSSIER · 13F-HR · Q1 2026

Willow Financial LLC

$99M in tracked AUM across 37 positions as of Q1 2026.

WF
CIK 0002077046 · last filed Mar 31, 2026
Total AUM
$99M
as of Q1 2026
Holdings
37
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Willow Financial LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
FDV
FEDERATED HERMES ETF TRUST
$9M290K9.1%02
GRNY
TIDAL TRUST I
$8M342K8.3%03
IVES
WEDBUSH SER TR
$7M253K7.3%04
TPLS
THORNBURG ETF TR
$6M248K6.3%05
SIO
TOUCHSTONE ETF TRUST
$6M239K6.2%06
WTBN
WISDOMTREE TR
$6M239K6.1%07
BBBS
BONDBLOXX ETF TRUST
$6M117K6.1%08
JDVI
JOHN HANCOCK EXCHANGE TRADED
$5M146K5.3%09
DFNL
DAVIS FUNDAMENTAL ETF TR
$5M117K5.3%10
CANC
TEMA ETF TRUST
$5M140K5.2%

Filing history

2026Q1Mar 31
$99M▲ 0.4%
37 positionsView →2025Q4Dec 31
$98M—
40 positionsView →