Scheeler Financial
Scheeler Financial reported 78 stocks worth $132M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are BIL (40.1%), GOOG (5.2%) and FENY (4.8%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BIL ST Stert Spdr Blmbg 1 3 | $52.9M | 40.1% | 578K | – | 1 of 1 | |
| 2 |  GOOG Alphabet Inc | $6.9M | 5.2% | 20K | – | 1 of 1 | |
| 3 |  FENY Fidelity Covington Trust | $6.3M | 4.8% | 187K | – | 1 of 1 | |
| 4 |  AAPL Apple Inc | $5M | 3.8% | 15K | – | 1 of 1 | |
| 5 |  NVDA Nvidia Corporation | $4.7M | 3.5% | 20K | – | 1 of 1 | |
| 6 |  V Visa Inc | $4.2M | 3.1% | 12K | – | 1 of 1 | |
| 7 |  MSFT Microsoft Corp | $3.8M | 2.9% | 7,458 | – | 1 of 1 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $3.6M | 2.7% | 7,280 | – | 1 of 1 | |
| 9 |  CSCO Cisco Sys Inc | $3.1M | 2.3% | 29K | – | 1 of 1 | |
| 10 |  XLK Select Sector Spdr TR | $2.7M | 2.0% | 14K | – | 1 of 1 |
Positions at Sep 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Scheeler Financial 13F FAQ
What does Scheeler Financial own?
Scheeler Financial reported 78 stocks worth $132M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are BIL (40.1%), GOOG (5.2%) and FENY (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Scheeler Financial buy and sell in Q3 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Scheeler Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Scheeler Financial's portfolio worth?
The Q3 2026 filing reports $132M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.