Schuylkill Financial LLC

Registered adviser

CIK

2148716

Location

WYOMISSING, PA

Portfolio Value

Micro $93,388,468

Diversification

Diversified

Filing Date

Global Rank

#8,146 / 8,814 · as of Jun 2026

Top Industry

Semiconductors 17.9%

Period ended 22 days ago

Filed Oct 21, 2026 · 1d

2 quarters · since Jun 2026

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 143052

Roster of Oct 1, 2026

Regulatory AUM

$123,631,702

Main clients

Individuals and high net worth (100% of AUM)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 75.5% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 1.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 89.0%; sector active share 72.2% against the combined 13F book's sector weights.

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

66 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

32.0%

−0.9 pts

Top 5

63.9%

+3.3 pts

Top 10

79.2%

+3.7 pts

HHI

1,377

Diversified+6

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.0%	$74,689,223	38
Technology	7.7%	$7,232,819	8
Industrials	5.0%	$4,694,054	7
Consumer Cyclical	2.2%	$2,017,383	3
Basic Materials	1.8%	$1,665,885	2
Financial Services	1.0%	$958,152	2
Energy	0.9%	$873,040	1
Consumer Defensive	0.9%	$858,953	2
Utilities	0.4%	$398,278	2
Communication Services	0.0%	$681	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ICLN	iShares Global Clean Energy ETF	+13,932	50,704	$861,968
MNST	Monster Beverage Corp	+11,057	20,166	$839,308
FBND	Fidelity Total Bond ETF	+9,978	225,540	$9,765,882
PYLD		+5,251	126,312	$3,207,061
CGMS	Capital Group U.S. Multi-Sector Income ETF	+5,135	129,526	$3,397,466
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+4,825	132,072	$9,264,850
FE	Firstenergy Corp	+4,462	8,989	$389,493
STLD	Steel Dynamics Inc	+3,131	6,558	$1,453,318
VEA	Vanguard FTSE Developed Markets ETF	+1,432	98,695	$6,968,853
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	+1,001	33,033	$796,755
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+990	32,059	$800,192
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+886	34,815	$789,952
IEFA	iShares Core MSCI EAFE ETF	+819	71,301	$6,907,640
RSP	Victory Portfolios II	+566	16,395	$0
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+404	7,034	$1,174,537
AMLP	Alerian MLP ETF	+403	18,281	$948,235
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	+337	32,518	$788,236
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	+315	34,454	$788,307
SLX	VanEck Steel ETF	+311	9,138	$934,451
ITA	iShares U.S. Aerospace & Defense ETF	+278	4,245	$0
TJX	Tjx Companies Inc	+263	5,325	$704,550
SOXX	iShares Semiconductor ETF	+223	1,827	$0
C	Citigroup Inc	+222	7,400	$958,152
RTX	RTX Corp	+179	4,607	$855,289
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	+149	5,128	$903,245
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
BNDX	Vanguard Total International Bond ETF	−61,376	249	$11,670
USHY	iShares Broad USD High Yield Corporate Bond ETF	−39,337	162	$5,786
SPMO	Invesco Ltd.	−6,976	2,388	$0
AMZN	Amazon Com Inc	−1,618	5,077	$1,264,934
AAPL	Apple Inc.	−1,324	7,617	$2,536,613
FSMD	Fidelity Small-Mid Multifactor ETF	−1,267	43,069	$2,117,702
UNP	Union Pacific Corp	−1,053	3,382	$920,343
IVV	iShares Core S&P 500 ETF	−706	13,921	$10,661,397
IWB	iShares Russell 1000 ETF	−702	91	$37,867
MSFT	Microsoft Corp	−614	2,551	$1,308,407
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−486	3,070	$1,400,503
IHE	iShares U.S. Pharmaceuticals ETF	−248	9,770	$982,080
SMH	VanEck Semiconductor ETF	−126	3,323	$2,023,707
NVDA	Nvidia Corp	−105	10	$2,283
—		−99	4,891	$0
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−63	24,573	$3,813,729
AOM	iShares Core 40/60 Moderate Allocation ETF	−48	3,443	$167,811
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ICVT	iShares Convertible Bond ETF	19,983	$2,256,780
PWV	Invesco Large Cap Value ETF	15,135	$1,154,800
MU	Micron Technology Inc	977	$1,040,612
TTE	TotalEnergies SE	10,211	$873,040
SPCX	Space Exploration Technologies Corp	20	$3,017
PPA	Victory Portfolios II	5,432	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
EFV	iShares MSCI EAFE Value ETF	53,105	$4,065,187
ACA	Arcosa, Inc.	7,673	$1,114,810
ONEQ	Fidelity Nasdaq Composite Index ETF	477	$49,235
META	Meta Platforms, Inc.	63	$35,487
GLD	Spdr Gold Trust	32	$11,788
CGBL	Capital Group Core Balanced ETF	1	$37
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 tracked positions · $93,388,468 total · filing declares 66 positions · $101,948,933 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology Utilities

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	13,921	-706	$10,661,397	−2.7%	11.42%
FBND	Fidelity Total Bond ETF	Added	225,540	+9,978	$9,765,882	−0.4%	10.46%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	132,072	+4,825	$9,264,850	−0.8%	9.92%
VEA	Vanguard FTSE Developed Markets ETF	Added	98,695	+1,432	$6,968,853	+0.6%	7.46%
IEFA	iShares Core MSCI EAFE ETF	Added	71,301	+819	$6,907,640	+1.5%	7.40%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	24,573	-63	$3,813,729	−2.0%	4.08%
CGMS	Capital Group U.S. Multi-Sector Income ETF	Added	129,526	+5,135	$3,397,466	−0.1%	3.64%
PYLD		Added	126,312	+5,251	$3,207,061	−0.1%	3.43%
AAPL	Apple Inc. Technology	Reduced	7,617	-1,324	$2,536,613	−2.0%	2.72%
ICVT	iShares Convertible Bond ETF	NEW	19,983	NEW	$2,256,780	NEW	2.42%
FSMD	Fidelity Small-Mid Multifactor ETF	Reduced	43,069	-1,267	$2,117,702	−9.6%	2.27%
SMH	VanEck Semiconductor ETF	Reduced	3,323	-126	$2,023,707	−10.5%	2.17%
STLD	Steel Dynamics Inc Basic Materials	Added	6,558	+3,131	$1,453,318	+84.8%	1.56%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	3,070	-486	$1,400,503	−17.5%	1.50%
IWM	iShares Russell 2000 ETF	Added	4,872	+116	$1,353,880	−5.3%	1.45%
MSFT	Microsoft Corp Technology	Reduced	2,551	-614	$1,308,407	+10.8%	1.40%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,077	-1,618	$1,264,934	−20.7%	1.35%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	7,034	+404	$1,174,537	−4.4%	1.26%
PWV	Invesco Large Cap Value ETF	NEW	15,135	NEW	$1,154,800	NEW	1.24%
MU	Micron Technology Inc Technology	NEW	977	NEW	$1,040,612	NEW	1.11%
ETN	Eaton Corp plc Industrials	Added	2,358	+119	$1,013,256	+6.2%	1.08%
GEV	GE Vernova Inc. Industrials	Added	1,036	+7	$984,707	−18.5%	1.05%
IHE	iShares U.S. Pharmaceuticals ETF	Reduced	9,770	-248	$982,080	−1.0%	1.05%
C	Citigroup Inc Financial Services	Added	7,400	+222	$958,152	−4.6%	1.03%
AMLP	Alerian MLP ETF	Added	18,281	+403	$948,235	+2.3%	1.02%
SLX	VanEck Steel ETF	Added	9,138	+311	$934,451	+7.6%	1.00%
UNP	Union Pacific Corp Industrials	Reduced	3,382	-1,053	$920,343	−23.7%	0.99%
AVGO	Broadcom Inc. Technology	Added	2,580	+127	$906,070	−2.2%	0.97%
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	Added	5,128	+149	$903,245	+3.5%	0.97%
IYJ	iShares U.S. Industrials ETF	Added	5,883	+72	$902,275	−6.8%	0.97%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	17,609	+108	$902,109	−1.6%	0.97%
GE	General Electric Co Industrials	Added	2,855	+99	$891,587	−13.4%	0.95%
TTE	TotalEnergies SE Energy	NEW	10,211	NEW	$873,040	NEW	0.93%
ICLN	iShares Global Clean Energy ETF	Added	50,704	+13,932	$861,968	+14.4%	0.92%
RTX	RTX Corp Industrials	Added	4,607	+179	$855,289	+1.8%	0.92%
MNST	Monster Beverage Corp Consumer Defensive	Added	20,166	+11,057	$839,308	−4.1%	0.90%
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	Added	32,059	+990	$800,192	+2.0%	0.86%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	Added	33,033	+1,001	$796,755	+2.7%	0.85%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	Added	34,815	+886	$789,952	+0.5%	0.85%
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	Added	34,454	+315	$788,307	+0.9%	0.84%
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	Added	32,518	+337	$788,236	+1.1%	0.84%
TJX	Tjx Companies Inc Consumer Cyclical	Added	5,325	+263	$704,550	−8.1%	0.75%
FE	Firstenergy Corp Utilities	Added	8,989	+4,462	$389,493	+81.0%	0.42%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	764	0	$212,567	−5.1%	0.23%
AOM	iShares Core 40/60 Moderate Allocation ETF	Reduced	3,443	-48	$167,811	−3.6%	0.18%
TSLA	Tesla, Inc. Consumer Cyclical	Held	135	0	$47,899	−15.6%	0.05%
IWB	iShares Russell 1000 ETF	Reduced	91	-702	$37,867	−88.3%	0.04%
FSLR	First Solar, Inc. Technology	Held	200	0	$35,032	−25.8%	0.04%
HUBB	Hubbell Inc Industrials	Held	57	0	$25,855	−13.3%	0.03%
SYY	Sysco Corp Consumer Defensive	Held	252	0	$19,645	−6.7%	0.02%

Showing the top 50 of 66 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.