SEC 13F Intelligence

Managers / Q4 2021 · view latest →

MANCHESTER FINANCIAL INC

CIK 0000866590 · 2815 TOWNSGATE ROAD SUITE 100, WESTLAKE VILLAGE, CA, 91361 · 8054954405

Reported Value
$285M
Q4 2021
Positions
94
Filings on Record
30
2019–present window
Filed
Feb 3, 2022
original filing

Summary

Manchester Financial Inc reported $285M in U.S.-listed holdings across 94 positions for Q4 2021.

Its largest position, Schwab Strategic Tr, represents 12.8% of the portfolio.

Compared with Q3 2021, the fund opened 15 new positions and exited 7.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $185MQ4 ’18Q1 ’19: $206MQ2 ’19: $222MQ3 ’19: $228MQ4 ’19: $255MQ4 ’19Q1 ’20: $135MQ2 ’20: $123MQ3 ’20: $132MQ4 ’20: $161MQ4 ’20Q1 ’21: $216MQ2 ’21: $253MQ3 ’21: $261MQ4 ’21: $285MQ4 ’21Q1 ’22: $278MQ2 ’22: $258MQ3 ’22: $348MQ4 ’22: $369.6BQ4 ’22Q1 ’23: $345MQ2 ’23: $352MQ3 ’23: $340MQ4 ’23: $358MQ4 ’23Q1 ’24: $383MQ2 ’24: $406MQ3 ’24: $461MQ4 ’24: $457MQ4 ’24Q1 ’25: $444MQ2 ’25: $478MQ3 ’25: $501MQ4 ’25: $535MQ4 ’25Q1 ’26: $521Mfilingsflow.com

Portfolio Composition

By security type
ETP: 72.5%Common Stock: 26.8%Closed-End Fund: 0.6%REIT: 0.1%ADR: 0.0%
  • ETP · 72.5% · $207M
  • Common Stock · 26.8% · $76M
  • Closed-End Fund · 0.6% · $2M
  • REIT · 0.1% · $183,000
  • ADR · 0.0% · $71,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$521M140Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$535M138Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$501M131Oct 15, 202513F-HRchanges · EDGAR ↗
Q2 2025$478M121Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$444M122May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$457M113Jan 30, 202513F-HRchanges · EDGAR ↗
Q3 2024$461M111Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$406M106Jul 17, 202413F-HRchanges · EDGAR ↗
Q1 2024$383M98Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$358M94Jan 25, 202413F-HRchanges · EDGAR ↗
Q3 2023$340M94Nov 6, 202313F-HRchanges · EDGAR ↗
Q2 2023$352M96Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$345M95Apr 19, 202313F-HRchanges · EDGAR ↗
Q4 2022$369.6B98Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$348M96Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$258M105Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$278M105May 4, 202213F-HRchanges · EDGAR ↗
Q4 2021$285M94Feb 3, 202213F-HRchanges · EDGAR ↗
Q3 2021$261M86Oct 28, 202113F-HRchanges · EDGAR ↗
Q2 2021$253M82Jul 21, 202113F-HRchanges · EDGAR ↗
Q1 2021$216M757May 3, 202113F-HRchanges · EDGAR ↗
Q4 2020$161M642Jan 26, 202113F-HRchanges · EDGAR ↗
Q3 2020$132M593Oct 15, 202013F-HRchanges · EDGAR ↗
Q2 2020$123M557Jul 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$135M541Apr 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$255M594Jan 17, 202013F-HRchanges · EDGAR ↗
Q3 2019$228M59Oct 9, 201913F-HRchanges · EDGAR ↗
Q2 2019$222M535Jul 23, 201913F-HRchanges · EDGAR ↗
Q1 2019$206M59Apr 30, 201913F-HRchanges · EDGAR ↗
Q4 2018$185M58Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.