Willow Financial LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Rogers, AR
CIK
0002077046
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
37
98,699
FDV, GRNY, IVES, THORNBURG ETF TR
13F-HR
4/21/2026
000195175726000653
Q4 2025
40
98,350
FDV, XMHQ, JDVI, WTBN
13F-HR
4/21/2026
000195175726000666