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Manager record

Willow Financial LLC

Rogers, AR · CIK 2077046 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$98.70MReported 13F valueQ1 2026 · as filed
37Holdings listed
+0.4%vs prior quartervalue change includes market moves
2Quarters on record
Apr 21Latest filed
Reported 13F value by quarter, Q4 2025 to Q1 2026Q4 2025: $98.4M$98.4MQ4 202540 holdingsQ1 2026: $98.7M$98.7MQ1 202637 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Apr 21 2026 13F-HR · period Q4 2025

$98.35M · 40 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$98.70M · 37 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q1 2026 · latest filing Apr 21, 2026 · Change methodology