Scheeler Financial LLC — 13F holdings

Scheeler Financial LLC reported 78 holdings worth $132M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. BIL SPDR SERIES TRUST — $52.9M (40.1%)
  2. GOOG ALPHABET INC — $6.90M (5.2%)
  3. FENY FIDELITY COVINGTON TRUST — $6.35M (4.8%)
  4. AAPL APPLE INC — $4.96M (3.8%)
  5. NVDA NVIDIA CORPORATION — $4.66M (3.5%)
  6. V Visa Inc — $4.17M (3.2%)
  7. MSFT MICROSOFT CORP — $3.83M (2.9%)
  8. BRK.B BERKSHIRE HATHAWAY INC DEL — $3.63M (2.7%)
  9. CSCO CISCO SYS INC — $3.08M (2.3%)
  10. XLK SELECT SECTOR SPDR TR — $2.70M (2.0%)