SEC 13F Intelligence

Managers / Q3 2025 · view latest →

FORONJY FINANCIAL LLC

CIK 0002040600 · 401 CHAPALA STREET, SUITE #105, SANTA BARBARA, CA, 93101 · 805-880-9444

Reported Value
$228M
Q3 2025
Positions
103
Filings on Record
4
2019–present window
Filed
Oct 22, 2025
original filing

Summary

Foronjy Financial LLC reported $228M in U.S.-listed holdings across 103 positions for Q3 2025.

Its largest position, Vanguard World Fd, represents 7.0% of the portfolio.

Compared with Q2 2025, the fund opened 10 new positions and exited 13.

Portfolio Metrics

Turnover
+4.2%
vs prior filed quarter
Top-10 Concentration
+51.1%
share of reported value
Largest Position
+7.0%
Vanguard World Fd
New / Exited
10 / 13
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $214MQ2 ’25Q3 ’25: $228MQ3 ’25Q4 ’25: $240MQ4 ’25Q1 ’26: $241MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 94.3%Common Stock: 5.7%
  • ETP · 94.3% · $215M
  • Common Stock · 5.7% · $13M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
WORLD GOLD TRNEW+14.9K14.9K+$1M$1M
ETHAISHARES ETHEREUM TRNEW+18.1K18.1K+$571,371$571,371
IBITISHARES BITCOIN TRUST ETFNEW+8.7K8.7K+$568,295$568,295
GOOGALPHABET INCNEW+1.7K1.7K+$403,319$403,319
INNOVATOR ETFS TRUSTNEW+7.0K7.0K+$346,034$346,034
INNOVATOR ETFS TRUSTNEW+6.5K6.5K+$345,768$345,768
INNOVATOR ETFS TRUSTNEW+7.4K7.4K+$345,138$345,138
PLTRPALANTIR TECHNOLOGIES INCNEW+1.3K1.3K+$243,896$243,896

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

23 positions
#IssuerClass% PortfolioValueShares
1XLFSELECT SECTOR SPDR TRTECHNOLOGY · FINANCIAL · COMMUNICATION · SBI CONS DISCR · SBI HEALTHCARE · INDL · SBI CONS STPLS · SBI INT-UTILS · ENERGY · RL EST SEL SEC · SBI MATERIALS22.68%$52M476.2K
2ISHARES TR3 7 YR TREAS BD · 0-5YR HI YL CP · RUS TP200 GR ETF · IBONDS 29 TRM TS · IBONDS DEC 2031 · SHRT NAT MUN ETF · CALIF MUN BD ETF · NATIONAL MUN ETF22.58%$52M1.04M
3INVESCO EXCH TRD SLF IDX FDINVSCO 30 CORP · BULLETSHS 203212.59%$29M1.55M
4SPDR SERIES TRUSTPRTFLO S&P500 VL · PORTFOLIO S&P400 · NUVEEN ICE SHORT · PORTFOLIO S&P500 · NUVEEN ICE MUNIC · SPDR S&P1500VL · S&P INS ETF8.99%$21M350.7K
5VANGUARD WORLD FDINF TECH ETF6.98%$16M21.4K
6INVESCO ACTIVELY MANAGED EXCULTRA SHRT DUR4.46%$10M202.5K
7INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 · S&P 100 EQL WIGH · S&P 500 GARP ETF3.02%$7M94.3K
8VUGVANGUARD INDEX FDShistory →GROWTH ETF2.35%$5M11.2K
9SPDR INDEX SHS FDSPORTFLI MSCI GBL2.24%$5M68.3K
10FIDELITY MERRIMACK STR TRTOTAL BD ETF · LOW DURTIN ETF1.49%$3M72.5K
11GLOBAL X FDSUS INFR DEV ETF0.80%$2M38.2K
12GE AEROSPACECOM NEW0.66%$1M5.0K
13NDQINVESCO QQQ TRUNIT SER 10.58%$1M2.2K
14SPDR DOW JONES INDL AVERAGEUT SER 10.53%$1M2.6K
15WORLD GOLD TRSPDR GLD MINIS0.50%$1M14.9K
16AAPLAPPLE INCCOM0.50%$1M4.4K
17NVDANVIDIA CORPORATIONCOM0.40%$915,8484.9K
18MSFTMICROSOFT CORPCOM0.38%$857,1941.7K
19FIRST TR EXCH TRADED FD IIICALIF MUN INCM0.35%$809,06316.6K
20GEVGE VERNOVA INCCOM0.30%$688,6481.1K
21INNOVATOR ETFS TRUSTLADDERED ALC BFR0.26%$600,96816.8K
22ETHAISHARES ETHEREUM TRSHS0.25%$571,37118.1K
23IBITISHARES BITCOIN TRUST ETFSHS BEN INT0.25%$568,2958.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$241M97Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$240M104Feb 3, 202613F-HRchanges · EDGAR ↗
Q3 2025$228M103Oct 22, 202513F-HRchanges · EDGAR ↗
Q2 2025$214M106Aug 14, 202513F-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 ↗.