THEORY FINANCIAL LLC

Q2 2025 13F Holdings

Location
Fort Collins, CO
Holdings as of
6/30/2025
Value ($000)
$263,580
Num holdings
84
Date filed
8/11/2025
Form type
13F-HR
Prev filing
5/2/2025
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type