THEORY FINANCIAL LLC

Q4 2025 13F Holdings

Location
Fort Collins, CO
Holdings as of
12/31/2025
Value ($000)
$296,861
Num holdings
101
Date filed
2/10/2026
Form type
13F-HR
Prev filing
10/28/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type