Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Theory Financial Llc > Profile

Instuitional Investor - Theory Financial Llc

Fund Profile
Filing Period:
Fund Name: Theory Financial Llc
Portfolio Value $296,861,345
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,139,188 $26,725,350 9%
2.
Sector Spdr Trust
 XLB 205,097 $24,154,274 8.14%
3.
Vanguard World Fund
 143,424 $18,788,544 6.33%
4.
Ishares Tr - MBS ETF
 110,574 $10,587,489 3.57%
5.
Tidal Trust I
 364,683 $9,350,472 3.15%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.