
FORONJY FINANCIAL LLC is a RIA/Wealth based in Santa Barbara, CA led by Bryan Charles Foronjy, reporting $234.9M in AUM as of Q3 2025 with 94% ETF concentration, 51% concentrated in top 10 holdings, and minimal technology exposure.
Largest long holdings in FORONJY FINANCIAL LLC's portfolio (51.1% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.9M | 6.98% | +$88.1K Bought | — 21.4K shares | |
ETF ETF | $15.4M | 6.74% | +$1.6M Bought | — 128.7K shares | |
ETF ETF | $15.2M | 6.67% | +$1.5M Bought | — 900.4K shares | |
ETF ETF | $13.5M | 5.93% | +$1.3M Bought | — 648.0K shares | |
ETF ETF | $11.4M | 4.98% | +$1.1M Bought | — 262.7K shares | |
ETF ETF | $10.2M | 4.46% | +$1.2M Bought | — 202.5K shares | |
ETF ETF | $9.3M | 4.06% | -$579.8K Sold | — 32.9K shares | |
ETF ETF | $9.2M | 4.02% | +$131.8K Bought | — 170.4K shares | |
ETF ETF | $8.7M | 3.80% | -$1.1M Sold | — 157.0K shares | |
ETF ETF | $8.0M | 3.48% | -$1.1M Sold | — 29.1K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in FORONJY FINANCIAL LLC's latest filing
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Portfolio insights and performance metrics for FORONJY FINANCIAL LLC
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