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Manchester Financial Inc

Portfolio Manager
Manchester Financial Inc
Performance
-1.93% (2026 Q1)
AUM (13F)
$521.01M
# of Holdings
136
Performance Rank
Allocation (Top 20)
78.41%

Manchester Financial Inc Holdings Map

Top 50 Manchester Financial Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHB
SCHWAB STRATEGIC TR
16.51%3.43M$86.0M
-0.16%(-5.44K)
2025-Q1: 3.50M shares2025-Q2: 3.53M shares2025-Q3: 3.45M shares2025-Q4: 3.43M shares2026-Q1: 3.43M shares
$15.58(+85.35%)
2026-03-31
BSCT
INVESCO EXCH TRD SLF IDX FD
8.01%2.24M$41.7M
-0.42%(-9.45K)
2025-Q1: 0 shares2025-Q2: 2.29M shares2025-Q3: 2.21M shares2025-Q4: 2.25M shares2026-Q1: 2.24M shares
$18.62(-0.12%)
2026-03-31
FDD
FIRST TR EXCHANGE-TRADED FD
6.72%1.97M$35.0M
+37.66%(+538.01K)
2025-Q1: 0 shares2025-Q2: 1.38M shares2025-Q3: 1.43M shares2025-Q4: 1.43M shares2026-Q1: 1.97M shares
$15.47(+21.23%)
2026-03-31
IDMO
INVESCO EXCH TRADED FD TR II
4.8%456.0K$25.0M
+0.65%(+2.94K)
2025-Q1: 37.0K shares2025-Q2: 72.5K shares2025-Q3: 93.3K shares2025-Q4: 453.1K shares2026-Q1: 456.0K shares
$54.78(+9.83%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
4.71%957.8K$24.6M
+4.24%(+38.98K)
2025-Q1: 1.23M shares2025-Q2: 1.08M shares2025-Q3: 931.3K shares2025-Q4: 918.8K shares2026-Q1: 957.8K shares
$13.91(+111.43%)
2026-03-31
FIIG
FIRST TR EXCHANGE-TRADED FD
4.25%1.07M$22.2M
+11.55%(+110.57K)
2025-Q1: 467.3K shares2025-Q2: 502.2K shares2025-Q3: 583.9K shares2025-Q4: 957.5K shares2026-Q1: 1.07M shares
$20.99(-1.12%)
2026-03-31
BSCS
INVESCO EXCH TRD SLF IDX FD
4.03%1.03M$21.0M
+1.61%(+16.30K)
2025-Q1: 159.5K shares2025-Q2: 973.6K shares2025-Q3: 992.1K shares2025-Q4: 1.01M shares2026-Q1: 1.03M shares
$20.39(-0.05%)
2026-03-31
IWL
ISHARES TR
3.68%119.6K$19.2M
+0.95%(+1.12K)
2025-Q1: 55.7K shares2025-Q2: 95.1K shares2025-Q3: 116.3K shares2025-Q4: 118.5K shares2026-Q1: 119.6K shares
$146.53(+25.90%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.31%99.0K$17.3M
-1.29%(-1.29K)
2025-Q1: 122.7K shares2025-Q2: 112.4K shares2025-Q3: 105.7K shares2025-Q4: 100.3K shares2026-Q1: 99.0K shares
$4.78(+3975.69%)
2026-03-31
SPMO
INVESCO EXCH TRADED FD TR II
3.13%145.5K$16.3M
+27.65%(+31.52K)
2025-Q1: 37.0K shares2025-Q2: 72.5K shares2025-Q3: 93.3K shares2025-Q4: 114.0K shares2026-Q1: 145.5K shares
$107.46(+40.36%)
2026-03-31

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