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Conquis Financial - Q1 2026 13F Filings

CO

Conquis Financial LLC

CIK: 0002052436
Address: California Milbrae 1 La Cruz Avenue Suite 202
$120.65 M
Portfolio Value
54
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+3.75%
$120.65 M 100.00%
Options
$0 0.00%
Debt
-2.24%
$1,224 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Conquis Financial Q1 2026 Filing Summary

Conquis Financial LLC filed its 13F report for Q1 2026 on May 07, 2026. The portfolio totaled 120.65 M reflecting a +3.75% change from the prior quarter, spanning 54 assets. The top 10 holdings comprised 91.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 12 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Conquis Financial’s Q1 2026 Filing

Conquis Financial submitted their Form 13F-HR for the Q1 2026 period on 05/07/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Conquis Financial reported a managed portfolio value of 120.65 M, consisting of 54 individual positions.

This page displays the raw filing documents. To see which stocks Conquis Financial bought or sold during Q1 2026, please visit Conquis Financial's Portfolio Analysis page.