Conquis Financial LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by President and CEO Katherine Simmonds, lists 103 separate holdings across various sectors.
The largest position disclosed in the filing is Dimensional World Ex U.S. Core Equity 2 ETF, which holds 597,465 shares. Other significant equity positions include Vanguard S&P 500 ETF (40,927 shares), Vanguard Core Bond ETF (30,051 shares), and Vanguard Dividend Appreciation ETF (67,213 shares). The portfolio also includes substantial stakes in major technology and industrial companies, such as Walmart (12,486 shares), Visa (13 shares), and Seagate Technology (2 shares).
The filing indicates that all positions are held as sole voting power with no shared investment discretion.
