SEC Form 13F

Willow Financial LLC 13F Holdings

Report period2026-03-31
Publicly available2026-04-22
Reported value$98,699,638
Positions37

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FEDERATED HERMES ETF TRUSTFDVUS STRATEGIC DIV$8,938,807290,221
TIDAL TRUST IGRNYFUNDSTRAT GRANNY$8,172,253342,365
WEDBUSH SER TRIVESDAN IVES WEDBUSH$7,175,426252,923
THORNBURG ETF TRTPLSCORE PLUS BD ETF$6,262,091248,384
TOUCHSTONE ETF TRUSTSIOSTRATEGIC INCOME$6,132,265239,261
WISDOMTREE TRWTBNBIANCO TOTL RETU$6,049,048239,124
BONDBLOXX ETF TRUSTBBBSBBB RATED 1 5 YE$5,987,239117,064
JOHN HANCOCK EXCHANGE TRADEDJDVIDISCIPLINED VAL$5,268,256145,826
DAVIS FUNDAMENTAL ETF TRDFNLSELECT FINL$5,264,709117,411
TEMA ETF TRUSTCANCONCOLOGY ETF$5,124,939139,662

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