StockDriftsStockDriftsTop 37 Willow Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FDV | FEDERATED HERMES ETF TRUST | 9.06% | 290.2K | $8.9M | -24.07%(-91.98K) | $28.62(+7.60%) | 2026-03-31 | |
| GRNY | TIDAL TRUST I | 8.28% | 342.4K | $8.2M | +36.63%(+91.79K) | $24.72(+9.08%) | 2026-03-31 | |
| IVES | WEDBUSH SER TR | 7.27% | 252.9K | $7.2M | +162.63%(+156.62K) | $30.70(+18.78%) | 2026-03-31 | |
| TPLS | THORNBURG ETF TR | 6.34% | 248.4K | $6.3M | +19.41%(+40.37K) | $25.49(-1.54%) | 2026-03-31 | |
| SIO | TOUCHSTONE ETF TRUST | 6.21% | 239.3K | $6.1M | +0.01%(+13) | $26.14(-1.80%) | 2026-03-31 | |
| WTBN | WISDOMTREE TR | 6.13% | 239.1K | $6.0M | -2.08%(-5.08K) | $25.56(-1.47%) | 2026-03-31 | |
| BBBS | BONDBLOXX ETF TRUST | 6.07% | 117.1K | $6.0M | +38.69%(+32.66K) | $51.51(-0.97%) | 2026-03-31 | |
| JDVI | JOHN HANCOCK EXCHANGE TRADED | 5.34% | 145.8K | $5.3M | -18.60%(-33.33K) | $34.48(+13.40%) | 2026-03-31 | |
| DFNL | DAVIS FUNDAMENTAL ETF TR | 5.33% | 117.4K | $5.3M | new | $46.59(-2.22%) | 2026-03-31 | |
| CANC | TEMA ETF TRUST | 5.19% | 139.7K | $5.1M | +98.68%(+69.37K) | $33.70(+13.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.81% |
Willow Financial LLC reports $98.70M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are FDV (9.1%), GRNY (8.3%) and IVES (7.3%). The top 20 holdings account for 93.24% of reported assets. Its disclosed equity book has returned +2.31% cumulatively over 1 quarter. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Willow Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2077046). View Willow Financial LLC’s 13F filings on SEC