THEORY FINANCIAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 3K | $540.03K |
 | ALNY | 3K | $907.91K |
 | AMZN | 2K | $461.94K |
 | GOOGL | 2K | $580.87K |
 | AAPL | 2K | $502.00K |
 | CVX | 2K | $378.21K |
 | NVDA | 1K | $242.76K |
 | BRK-B | 1K | $586.06K |
 | ABBV | 944 | $205.31K |
 | JPM | 939 | $276.22K |
 | AVGO | 809 | $250.39K |
 | MSFT | 781 | $289.10K |
 | LLY | 326 | $299.85K |
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$540.03K
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
3K
Value
$907.91K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$461.94K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$580.87K
Apple Inc.
AAPL
Shares Held
2K
Value
$502.00K
Chevron Corporation
CVX
Shares Held
2K
Value
$378.21K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$242.76K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$586.06K
AbbVie Inc.
ABBV
Shares Held
944
Value
$205.31K
JPMorgan Chase & Co.
JPM
Shares Held
939
Value
$276.22K
Broadcom Inc.
AVGO
Shares Held
809
Value
$250.39K
Microsoft Corporation
MSFT
Shares Held
781
Value
$289.10K
Eli Lilly and Company
LLY
Shares Held
326
Value
$299.85K