Zhang Financial LLC

CIK
1776290
City
PORTAGE
State / Country
MI

Top Portfolio Positions

189 positions · $536,022,888 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
226,060 $57,371,767 10.70%
IAU
Ishares Gold Trust
463,742 $40,883,494 7.63%
SYK
Stryker Corp
Healthcare
103,799 $34,107,313 6.36%
MSFT
Microsoft Corp
Technology
73,448 $27,188,246 5.07%
NVDA
Nvidia Corp
Technology
150,723 $26,286,091 4.90%
GOOGL
Alphabet Inc.
Communication Services
61,597 $17,712,833 3.30%
AMZN
Amazon Com Inc
Consumer Cyclical
80,336 $16,731,578 3.12%
SPY
Spdr S&P 500 ETF Trust
25,437 $16,542,698 3.09%
IBIT
iShares Bitcoin Trust ETF
332,302 $12,767,042 2.38%
META
Meta Platforms, Inc.
Communication Services
20,286 $11,606,229 2.17%

Portfolio Trend

25 quarters · across all stocks

Holdings in CHY

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Report Date Value (USD) Shares
2026-03-31 $128,992 11,845