Financially Speaking INC filed its 13F report for Q2 2026 on July 27, 2026. The portfolio totaled 20.59 M reflecting a -0.02% change from the prior quarter, spanning 103 assets. The top 10 holdings comprised 87.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 11 complete exits.
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Financially Speaking submitted their Form 13F-HR for the Q2 2026 period on 07/27/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Financially Speaking reported a managed portfolio value of 20.59 M, consisting of 105 individual positions.
This page displays the raw filing documents. To see which stocks Financially Speaking bought or sold during Q2 2026, please visit Financially Speaking's Portfolio Analysis page.