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Littlejohn Financial Services, Inc.

Portfolio Manager
Littlejohn Financial Services, Inc.
Performance
+0.61% (2026 Q1)
AUM (13F)
$133.11M
# of Holdings
61
Performance Rank
Allocation (Top 20)
66.94%

Littlejohn Financial Services, Inc. Holdings Map

Top 50 Littlejohn Financial Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IBHF
ISHARES TR
10.31%598.0K$13.7M
-1.08%(-6.53K)
2025-Q1: 311.3K shares2025-Q2: 517.3K shares2025-Q3: 590.0K shares2025-Q4: 604.5K shares2026-Q1: 598.0K shares
$23.26(-2.32%)
2026-03-31
QQQ
INVESCO QQQ TR
10%23.1K$13.3M
-1.95%(-459)
2025-Q1: 14.4K shares2025-Q2: 25.2K shares2025-Q3: 24.0K shares2025-Q4: 23.5K shares2026-Q1: 23.1K shares
$502.62(+42.20%)
2026-03-31
IBHI
ISHARES TR
4.41%252.0K$5.9M
+2.61%(+6.40K)
2025-Q1: 200.8K shares2025-Q2: 208.8K shares2025-Q3: 234.9K shares2025-Q4: 245.6K shares2026-Q1: 252.0K shares
$23.42(-0.05%)
2026-03-31
ITA
ISHARES TR
3.96%24.1K$5.3M
-7.47%(-1.95K)
2025-Q1: 31.7K shares2025-Q2: 28.5K shares2025-Q3: 26.5K shares2025-Q4: 26.0K shares2026-Q1: 24.1K shares
$147.50(+53.03%)
2026-03-31
USMV
ISHARES TR
3.78%54.2K$5.0M
+0.28%(+153)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 53.9K shares2025-Q4: 54.1K shares2026-Q1: 54.2K shares
$94.50(-0.20%)
2026-03-31
IBHH
ISHARES TR
3.75%212.7K$5.0M
-2.03%(-4.40K)
2025-Q1: 192.1K shares2025-Q2: 200.8K shares2025-Q3: 207.0K shares2025-Q4: 217.1K shares2026-Q1: 212.7K shares
$23.41(+0.45%)
2026-03-31
IBDU
ISHARES TR
2.52%144.0K$3.3M
-4.98%(-7.55K)
2025-Q1: 131.2K shares2025-Q2: 134.7K shares2025-Q3: 140.6K shares2025-Q4: 151.5K shares2026-Q1: 144.0K shares
$23.02(+0.64%)
2026-03-31
IBTG
ISHARES TR
2.39%138.6K$3.2M
-4.34%(-6.28K)
2025-Q1: 119.5K shares2025-Q2: 123.8K shares2025-Q3: 134.5K shares2025-Q4: 144.9K shares2026-Q1: 138.6K shares
$22.88(-0.08%)
2026-03-31
IBDT
ISHARES TR
2.38%125.2K$3.2M
-3.85%(-5.01K)
2025-Q1: 118.7K shares2025-Q2: 121.7K shares2025-Q3: 121.5K shares2025-Q4: 130.2K shares2026-Q1: 125.2K shares
$25.22(+0.06%)
2026-03-31
TFLO
ISHARES TR
2.22%58.4K$3.0M
-27.61%(-22.26K)
2025-Q1: 102.8K shares2025-Q2: 111.5K shares2025-Q3: 94.5K shares2025-Q4: 80.6K shares2026-Q1: 58.4K shares
$50.54(+0.01%)
2026-03-31

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