Manchester Financial Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$521.0M
Q ending 2026-03-31
Prior quarter
$534.8M
Q ending 2025-12-31
Change
-2.6% QoQ · +17.4% YoY
Positions
140
reported holdings

Largest positions

Top 100 of 140 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Schwab Strategic TrSCHBShares$86.0M3.4M
Invesco Exch Trd Slf Idx FdBSCTShares$41.7M2.2M
First Tr Exchange-Traded FdFDDShares$35.0M2.0M
Invesco Exch Traded Fd Tr IiIDMOShares$25.0M456K
Schwab Strategic TrSCHXShares$24.6M958K
First Tr Exchange-Traded FdFIIGShares$22.2M1.1M
Invesco Exch Trd Slf Idx FdBSCSShares$21.0M1.0M
Ishares TrIWLShares$19.2M120K
Nvidia CorporationNVDAShares$17.3M99K
Invesco Exch Traded Fd Tr IiSPMOShares$16.3M146K
First Tr Exchange-Traded FdFDLShares$16.0M316K
Invesco Exchange Traded Fd TRSPShares$15.6M81K
Apple IncAAPLShares$14.0M55K
Invesco Exchange Traded Fd TXMMOShares$13.7M94K
First Tr Exchange-Traded FdFTSMShares$11.5M192K
First Tr Exchange-Traded FdGRIDShares$6.4M39K
Rbb Fd IncTBILShares$6.2M124K
First Tr Exchng Traded Fd ViMMSCShares$6.0M255K
Schwab Strategic TrSCHMShares$5.7M183K
Meta Platforms IncMETAShares$5.3M9K
Ea Series TrustRWShares$4.6M205K
Microsoft CorpMSFTShares$4.5M12K
Vanguard Intl Equity Index FVTShares$4.0M29K
Ishares TrEPOLShares$3.4M94K
Amazon Com IncAMZNShares$3.3M16K
Costco Wholesale CorporationCOSTShares$2.9M3K
Comfort Sys Usa IncFIXShares$2.9M2K
Palantir Technologies IncPLTRShares$2.7M19K
State Str Spdr S&P 500 Etf TSPYShares$2.6M4K
Proshares TrCSMShares$2.4M31K
Broadcom IncAVGOShares$2.3M7K
Alphabet IncGOOGShares$2.2M8K
Hca Healthcare IncHCAShares$2.2M5K
Flextronics Intl LtdShares$2.1M32K
Interactive Brokers Group InIBKRShares$2.0M29K
Tesla IncTSLAShares$1.9M5K
Berkshire Hathaway Inc DelBRK/BShares$1.9M4K
Emcor Group IncEMEShares$1.9M3K
Ishares TrIWVShares$1.9M5K
Spdr Index Shs FdsEDIVShares$1.8M47K
Victory Portfolios IiULVMShares$1.8M19K
Neuberger Berman Etf TrustNBSDShares$1.8M35K
Eli Lilly & CoLLYShares$1.8M2K
Mntn IncMNTNShares$1.8M200K
Verizon Communications IncVZShares$1.7M35K
Jpmorgan Chase & CoJPMShares$1.7M6K
Select Sector Spdr TrXLCShares$1.7M15K
Tidal Trust IiTIMEShares$1.5M65K
Rb Global IncRBAShares$1.5M15K
Amgen IncAMGNShares$1.4M4K
Invesco Qqq TrQQQShares$1.3M2K
First Tr Exchange Traded FdSHRYShares$1.3M30K
Exxon Mobil CorpXOMShares$1.2M7K
Visa IncVShares$1.2M4K
First Tr Exchng Traded Fd ViCRPTShares$1.1M99K
Corning IncGLWShares$1.1M8K
Ishares TrSGOVShares$1.1M11K
Alphabet IncGOOGLShares$935K3K
Tcw Etf TrustGRWShares$925K34K
Abbvie IncABBVShares$887K4K
Tidal Trust IiYMAXShares$858K110K
Schwab Charles CorpSCHWShares$828K9K
Rbb Fd IncXBILShares$814K16K
Vanguard Index FdsVTIShares$777K2K
First Tr Exchange Traded FdSDVYShares$774K20K
Edison IntlEIXShares$761K10K
Spdr Gold TrGLDShares$747K2K
First Tr Exchange-Traded FdFTRIShares$697K39K
International Business MachsIBMShares$681K3K
Cambria Etf TrSYLDShares$677K9K
Johnson & JohnsonJNJShares$665K3K
Marriott Intl Inc NewMARShares$655K2K
Caterpillar IncCATShares$646K912
Vanguard Index FdsVOOShares$631K1K
Linde PlcShares$596K1K
The Cigna GroupCIShares$571K2K
Putnam Etf TrustPVALShares$548K12K
Merck & Co IncMRKShares$536K4K
Oracle CorpORCLShares$530K4K
Mastercard IncorporatedMAShares$518K1K
Ishares Silver TrSLVShares$508K7K
First Tr Exchng Traded Fd ViAFLGShares$504K13K
First Tr Exch Traded Fd IiiFPEShares$490K28K
Invesco Exch Trd Slf Idx FdBSCRShares$490K25K
Rtx CorporationRTXShares$485K3K
Mcdonalds CorpMCDShares$481K2K
Simon Ppty Group Inc NewSPGShares$468K3K
T Rowe Price Etf IncTCHPShares$464K11K
Chevron CorporationCVXShares$447K2K
Sprott Asset Management LpCEFShares$437K9K
Disney Walt CoDISShares$429K4K
General Dynamics CorpGDShares$404K1K
Bp PlcBPShares$400K9K
Doubleline Etf TrustDBNDShares$391K9K
United Sts Oil Fd LpUSOShares$390K3K
Altria Group IncMOShares$375K6K
Sofi Technologies IncSOFIShares$371K23K
Pfizer IncPFEShares$360K13K
Markel Group IncMKLShares$352K184
SempraSREShares$350K4K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.