MANCHESTER FINANCIAL INC
RIA/Wealth
MANCHESTER FINANCIAL INC is a RIA/Wealth based in Westlake Village, CA led by Robert James Katch, reporting $946.8M in AUM as of Q3 2025 with 77% ETF concentration, 58% concentrated in top 10 holdings, and 18% allocation to SCHB.
PresidentRobert James Katch
- Portfolio Value
- $495.4M
- Positions
- 128
- Top Holding
- SCHB at 17.91%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MANCHESTER FINANCIAL INC's portfolio (58.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $88.8M | 17.91% | -$2.0M Sold | — 3.5M shares | |
ETF ETF | $41.6M | 8.41% | -$1.5M Sold | — 2.2M shares | |
ETF ETF | $24.5M | 4.95% | -$3.8M Sold | — 931.3K shares | |
ETF ETF | $23.1M | 4.67% | +$801.0K Bought | — 1.4M shares | |
ETF ETF | $20.4M | 4.12% | +$381.2K Bought | — 992.1K shares | |
Semiconductors Technology | $19.7M | 3.98% | -$1.3M Sold | 0.00% 105.7K shares | |
ETF ETF | $19.6M | 3.96% | +$4.4M Bought | — 505.2K shares | |
ETF ETF | $19.3M | 3.90% | +$3.5M Bought | — 116.3K shares | |
ETF ETF | $17.6M | 3.56% | -$10.7M Sold | — 92.9K shares | |
Consumer Electronics Technology | $14.4M | 2.90% | -$625.4K Sold | 0.00% 56.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MANCHESTER FINANCIAL INC's latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for MANCHESTER FINANCIAL INC
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