Financially Speaking Inc
RIA/Wealth
Financially Speaking Inc is a RIA/Wealth based in Greenwood Village, CO led by Philip Henry Luccock, reporting $157.4M in AUM as of Q3 2025 with 80% ETF concentration, 73% concentrated in top 10 holdings, and minimal technology exposure.
PresidentPhilip Henry Luccock
- Portfolio Value
- $109.0M
- Positions
- 145
- Top Holding
- JTEK at 14.38%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Financially Speaking Inc's portfolio (72.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.7M | 14.38% | -$2.7M Sold | — 170.3K shares | |
ETF ETF | $10.1M | 9.28% | +$10.1M Bought | — 35.9K shares | |
ETF ETF | $8.7M | 7.96% | +$8.7M New | — 71.7K shares | |
ETF ETF | $8.5M | 7.84% | +$661.1K Bought | — 267.9K shares | |
ETF ETF | $6.9M | 6.31% | -$2.4M Sold | — 135.5K shares | |
ETF ETF | $6.7M | 6.11% | +$6.7M New | — 67.2K shares | |
ETF ETF | $6.5M | 6.01% | +$6.5M New | — 70.3K shares | |
Unknown Unknown | $5.7M | 5.19% | -$565.9K Sold | — 80.5K shares | |
ETF ETF | $5.4M | 4.97% | -$3.9M Sold | — 107.8K shares | |
ETF ETF | $5.2M | 4.76% | +$5.2M New | — 114.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Financially Speaking Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Financially Speaking Inc
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