LITTLEJOHN FINANCIAL SERVICES, INC.
RIA/Wealth
LITTLEJOHN FINANCIAL SERVICES, INC. is a RIA/Wealth based in Roseburg, OR led by Fred David Littlejohn, reporting $157.1M in AUM as of Q3 2025 with 59% ETF concentration.
CCOFred David Littlejohn
- Portfolio Value
- $137.2M
- Positions
- 61
- Top Holding
- QQQ at 10.52%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LITTLEJOHN FINANCIAL SERVICES, INC.'s portfolio (46.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.4M | 10.52% | -$667.0K Sold | — 24.0K shares | |
ETF ETF | $13.8M | 10.06% | +$1.7M Bought | — 590.0K shares | |
ETF ETF | $5.6M | 4.08% | +$621.1K Bought | — 234.9K shares | |
ETF ETF | $5.5M | 4.05% | -$405.5K Sold | — 26.5K shares | |
ETF ETF | $5.1M | 3.74% | +$5.1M New | — 53.9K shares | |
ETF ETF | $4.9M | 3.60% | +$148.4K Bought | — 207.0K shares | |
ETF ETF | $4.8M | 3.49% | -$856.5K Sold | — 94.5K shares | |
ETF ETF | $3.3M | 2.41% | +$138.9K Bought | — 140.6K shares | |
ETF ETF | $3.1M | 2.26% | -$7.2K Sold | — 121.5K shares | |
ETF ETF | $3.1M | 2.25% | +$244.8K Bought | — 134.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LITTLEJOHN FINANCIAL SERVICES, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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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 LITTLEJOHN FINANCIAL SERVICES, INC.
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