Foronjy Financial LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Foronjy Financial LLC reported 106 stock positions worth $213.7 million. Its top holding was Vanguard Info Tech ETF (VGT) at 6.6% of the portfolio, followed by iShares 3-7 Year Treasury Bo (IEI, 6.4%) and Invesco Bulletshares 2030 CB (BSCU, 6.4%).

Most Recent 13F
Q2 2026
Location
Los Osos, CA
CIK
0002040600
Portfolio Value
$213.7M (Q2 2025)
SEC Filing
0001667731-25-001122 ↗ filed Aug 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q2 2025: $213.7M $213.7M Q2 2025 Q3 2025: $228.3M Q3 2025 Q4 2025: $239.5M Q4 2025 Q1 2026: $240.6M Q1 2026 Q2 2026: $272.2M Q2 2026

Holdings 106 stocks · $213.7M

VGT Vanguard Info Tech ETF 6.59% 21,238 $14.1M —
IEI iShares 3-7 Year Treasury Bo 6.40% 114,888 $13.7M —
BSCU Invesco Bulletshares 2030 CB 6.35% 808,764 $13.6M —
BSCW Invesco Bulletshares 2032 CB 5.65% 586,530 $12.1M —
SHYG iShares 0-5 YR HY Corp. Bond 4.78% 236,958 $10.2M —
SPYV SS SPDR P S&P 500 Value ETF 4.33% 176,652 $9.2M —
GSY Invesco Ultra Short Duration 4.21% 179,320 $9.0M —
XLK SS Technology Select Sector 4.14% 34,940 $8.8M —
XLF SS Financial Select Sector 4.12% 167,954 $8.8M —
IWY iShares Russell Top 200 Grow 3.83% 33,220 $8.2M —
XLY SS Consumer Disc Select Sect 3.09% 30,360 $6.6M —
XLC SS Comm Select Sector SPDR 2.94% 57,903 $6.3M —
XLV SS Health Care Select Sector 2.92% 46,318 $6.2M —
VUG Vanguard Mrngstar GR ETF-Sui 2.55% 12,415 $5.4M —
XLI SS Industrial Select Sector 2.50% 36,285 $5.4M —
IBTL iShares Ibonds Dec 2031 Term 2.49% 259,886 $5.3M —
IBTJ iShares Ibonds Dec 2029 Term 2.48% 241,795 $5.3M —
SPMD SS SPDR P S&P 400 Midcap ETF 2.11% 83,051 $4.5M —
XLG Invesco S&P 500 Top 50 ETF 1.53% 62,567 $3.3M —
XLP SS Consumer Staples Sel Sect 1.50% 39,532 $3.2M —
SPGM State Street SPDR Portfolio 1.14% 35,332 $2.4M —
FBND Fidelity Total Bond ETF 1.14% 53,030 $2.4M —
EQWL Invesco S&P 100 Equal Weight 1.09% 21,138 $2.3M —
SHM SS SPDR N Ice St Muni ETF 0.92% 41,307 $2.0M —
SUB iShares Short-Term National 0.89% 17,800 $1.9M —
XLU St Sr Utl SL SE SPDR ETF-Usd 0.86% 22,407 $1.8M —
SPGP Invesco S&P 500 Garp ETF 0.85% 16,945 $1.8M —
XLE SS Energy Select Sector 0.84% 21,193 $1.8M —
PAVE Global X US Infrastructure 0.80% 39,021 $1.7M —
SPYM Ste STR SPDR PT S&P 500 ETF 0.77% 22,637 $1.6M —
CMF iShares California Muni Bond 0.73% 28,077 $1.6M —
MUB iShares National Muni Bond E 0.68% 13,959 $1.5M —
TFI SS SPDR N Ice Muni Bond ETF 0.66% 31,771 $1.4M —
GE General Electric filed as GE AEROSPACE 0.63% 5,251 $1.4M —
QQQ Invesco QQQ Trust Series 1 0.61% 2,345 $1.3M —
XLB SS Materials Select Sector 0.56% 13,683 $1.2M —
XLRE SS Real Estate Select Sector 0.55% 28,595 $1.2M —
VLU SS SPDR S&P 1500 Value Tilt 0.55% 6,142 $1.2M —
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.51% 2,458 $1.1M —
AAPL Apple Inc. 0.47% 4,899 $1.0M —
FCAL First Trust California Munic 0.39% 17,265 $828K —
MSFT Microsoft Corp. 0.36% 1,565 $778K —
NVDA Nvidia Corp. 0.32% 4,330 $684K —
SFLR Innovator Eqty MGD Floor ETF 0.30% 19,011 $638K —
FLDR Fidelity Low Durat Fact ETF 0.28% 11,953 $598K —
GEV GE Vernova Inc. 0.28% 1,119 $592K —
KIE SS SPDR S&P Insurance ETF 0.27% 9,800 $585K —
ORCL Oracle Corp. 0.26% 2,492 $545K —
BSMQ Invesco Bulletshares 2026 MB 0.25% 22,530 $531K —
ISRG Intuitive Surgical Inc. 0.22% 863 $469K —
XOM Exxon Mobil Corp. 0.21% 4,155 $448K —
IWF iShares Russell 1000 Growth 0.20% 998 $424K —
AMZN Amazon.com Inc. 0.19% 1,860 $408K —
FSMB First Trust Short Dur Manag 0.19% 20,308 $404K —
RTX RTX Corp. 0.18% 2,699 $394K —
JPM JPMorgan Chase & Co. 0.18% 1,350 $391K —
META Meta Platforms Inc. Class A 0.18% 515 $380K —
FDHY Fidelity Enh Hi YLD ETF 0.17% 7,627 $373K —
GOOGL Alphabet Inc. Class A 0.17% 2,000 $352K —
V Visa Inc. Class A 0.16% 982 $349K —
IHDG Wisdomtree International Hed 0.16% 7,695 $347K —
BUFB Innovator Ladd Allo Buff ETF 0.16% 9,859 $334K —
VOO Vanguard S&P 500 ETF 0.15% 580 $330K —
BRK.B Berkshire Hathaway Inc. Class B 0.15% 666 $323K —
NFLX Netflix Inc. 0.15% 232 $311K —
LRCX Lam Research Corp. 0.14% 3,034 $295K —
CAT Caterpillar Inc. 0.14% 760 $295K —
VTV Vanguard Mrngstr Val ETF-Aui 0.14% 1,650 $292K —
TSLA Tesla Inc. 0.14% 914 $290K —
FELG Fidelity Enh LRG Cap GWTH 0.13% 7,758 $287K —
AMGN Amgen Inc. 0.13% 985 $275K —
QFLR Innovator Nasdaq-100 MF ETF 0.13% 9,209 $275K —
PSX Phillips 66 0.13% 2,280 $272K —
ANET Arista Networks Inc. 0.13% 2,639 $270K —
SPSB SS SPDR P St C Corp. ETF 0.12% 8,837 $267K —
SPYX SS SPDR S&P 500 Foss FL ETF 0.12% 5,158 $263K —
IVV iShares Core S&P 500 ETF 0.12% 416 $258K —
ONEQ Fidelity Nasdaq Comp Indx 0.12% 3,176 $254K —
PCG P G & E Corp. 0.12% 18,220 $254K —
COST Costco Wholesale Corp. 0.12% 253 $251K —
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.12% 7,275 $246K —
INTU Intuit Inc. 0.11% 311 $245K —
FELV Fidelity Enh LRG Cap Val ETF 0.11% 7,671 $244K —
FCOR Fidelity Corporate Bond ETF 0.11% 5,150 $244K —
JNJ Johnson & Johnson 0.11% 1,592 $243K —
ADP Automatic Data Processing 0.11% 788 $243K —
FIGB Fidelity Invest GRD BND ETF 0.11% 5,583 $241K —
LOW Lowe's Cos Inc. 0.11% 1,084 $241K —
MPC Marathon Petroleum Corp. 0.11% 1,437 $239K —
PH Parker Hannifin Corp. 0.11% 340 $238K —
CRM Salesforce Inc. 0.11% 871 $237K —
CVBF CVB Financial Corp. 0.11% 11,953 $237K —
BSCQ Invesco Bulletshares 2026 CB 0.11% 11,880 $232K —
MAR Marriott International Class A 0.11% 845 $231K —
PWZ Invesco California Amt-Free 0.11% 9,851 $230K —
SBUX Starbucks Corp. 0.11% 2,467 $226K —
CDNS Cadence Design SYS Inc. 0.10% 727 $224K —
SNPS Synopsys Inc. 0.10% 433 $222K —
FVAL Fidelity Value Factor ETF 0.10% 3,428 $219K —
LMT Lockheed Martin Corp. 0.10% 462 $214K —
VHT Vanguard Health Care ETF 0.10% 855 $212K —
CI The Cigna Group 0.10% 642 $212K —
DHR Danaher Corp. 0.10% 1,059 $209K —
AXP American Express Co. 0.10% 639 $204K —
BKNG Booking Holdings Inc. 0.09% 35 $202K —
FDMO Fidelity Momentum Factor ETF 0.09% 2,652 $201K —

Portfolio Sells Q2 2025

No earlier filing to compare with.

Portfolio Buys Q2 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 108$272.2MVGT, BSCU, IEI, BSCW, XLK
Q1 2026 97$240.6MIEI, BSCU, VGT, BSCW, SHYG
Q4 2025 104$239.5MIEI, VGT, BSCU, BSCW, SHYG
Q3 2025 103$228.3MVGT, IEI, BSCU, BSCW, SHYG
Q2 2025 106$213.7MVGT, IEI, BSCU, BSCW, SHYG