CONQUIS FINANCIAL LLC

CONQUIS FINANCIAL LLC is an Investment Adviser institutional filer with the SEC under CIK 2052436, reporting 54 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: CA
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-13

Top 10 portfolio positions

The largest reported holdings in CONQUIS FINANCIAL LLC's most recent 13F filing, ranked by reported market value.

1. VANGUARD S&P 500 ETF (VOO)
2. DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX)
3. VANGUARD DIVIDEND APPRECIATION ETF (VIG)
4. DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC)
5. SCHWAB INTERNATIONAL EQUITY ETF (SCHF)
6. VANGUARD INTERMEDIATE-TERM BOND ETF (BIV)
7. VANGUARD MID-CAP VALUE ETF (VOE)
8. ISHARES CORE S&P SMALL CAP ETF (IJR)
9. VANGUARD TAX-EXEMPT BOND ETF (VTEB)
10. VANGUARD CORE BOND ETF (VCRB)