# EDGAR Filing Document

**Accession Number:** 0002056907
**File Stem:** 0002056907-26-000001
**Filing Date:** 2026-1
**Character Count:** 11547
**Document Hash:** 339cf8c45affcbf071f816cb00c289bf
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002056907-26-000001.hdr.sgml**: 20260123

**ACCESSION NUMBER**: 0002056907-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260123

**DATE AS OF CHANGE**: 20260123

**EFFECTIVENESS DATE**: 20260123

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Putney Financial Group LLC
- **CENTRAL INDEX KEY:** 0002056907

**ORGANIZATION NAME:**
- **EIN:** 874835653
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25400
- **FILM NUMBER:** 26555933

**BUSINESS ADDRESS:**
- **STREET 1:** 100 SMITH RANCH ROAD, SUITE 110
- **STREET 2:** SUITE 110
- **CITY:** SAN RAFAEL
- **STATE:** CA
- **ZIP:** 94903
- **BUSINESS PHONE:** 4154601990

**MAIL ADDRESS:**
- **STREET 1:** 100 SMITH RANCH ROAD, SUITE 110
- **STREET 2:** SUITE 110
- **CITY:** SAN RAFAEL
- **STATE:** CA
- **ZIP:** 94903

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Putney Financial Group LLC<br>**Address:** 100 SMITH RANCH ROAD SUITE 110<br>SUITE 110<br>SAN RAFAEL, CA 94903

**Form 13F File Number:** 028-25400

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Cody Branson<br>**Title:** Compliance Consultant<br>**Phone:** 7202633776

**Signature, Place, and Date of Signing:**

Cody Branson  Denver, CO  01-23-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 79

**Form 13F Information Table Value Total:** $106976719

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| PHILIP MORRIS INTL INC | Stock | 718172109 |  | 206435 | 1287 | SH |  | SOLE | 0 | 1287 | 0 | 0 |
| SEAGATE TECHNOLOGY | Stock | G7997R103 |  | 206543 | 750 | SH |  | SOLE | 0 | 750 | 0 | 0 |
| INTUIT INC | Stock | 461202103 |  | 221911 | 335 | SH |  | SOLE | 0 | 335 | 0 | 0 |
| VERTEX PHARMACEUTICALS INC COM | Stock | 92532F100 |  | 224413 | 495 | SH |  | SOLE | 0 | 495 | 0 | 0 |
| BOSTON SCIENTIFIC CORP COM | Stock | 101137107 |  | 230175 | 2414 | SH |  | SOLE | 0 | 2414 | 0 | 0 |
| XYLEM INC COM | Stock | 98419M100 |  | 234093 | 1719 | SH |  | SOLE | 0 | 1719 | 0 | 0 |
| WOODWARD INC COM | Stock | 980745103 |  | 241856 | 800 | SH |  | SOLE | 0 | 800 | 0 | 0 |
| SPDR GOLD ETF | ETF | 78463V107 |  | 256413 | 647 | SH |  | SOLE | 0 | 647 | 0 | 0 |
| MP MATERIALS CORP COM CL A | Stock | 553368101 |  | 257399 | 5095 | SH |  | SOLE | 0 | 5095 | 0 | 0 |
| ISHARES S 500 VALUE ETF | ETF | 464287408 |  | 262119 | 1236 | SH |  | SOLE | 0 | 1236 | 0 | 0 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 |  | 266858 | 468 | SH |  | SOLE | 0 | 468 | 0 | 0 |
| SHERWIN WILLIAMS CO COM | Stock | 824348106 |  | 275101 | 849 | SH |  | SOLE | 0 | 849 | 0 | 0 |
| QUALCOMM INC | Stock | 747525103 |  | 281548 | 1646 | SH |  | SOLE | 0 | 1646 | 0 | 0 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 282568 | 1854 | SH |  | SOLE | 0 | 1854 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 289146 | 499 | SH |  | SOLE | 0 | 499 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 294894 | 857 | SH |  | SOLE | 0 | 857 | 0 | 0 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 |  | 300974 | 894 | SH |  | SOLE | 0 | 894 | 0 | 0 |
| GRAINGER W W INC COM | Stock | 384802104 |  | 308769 | 306 | SH |  | SOLE | 0 | 306 | 0 | 0 |
| JOHNSON CTLS INC | Stock | G51502105 |  | 315302 | 2633 | SH |  | SOLE | 0 | 2633 | 0 | 0 |
| PROCTER  GAMBLE CO COM | Stock | 742718109 |  | 326890 | 2281 | SH |  | SOLE | 0 | 2281 | 0 | 0 |
| COMMERCIAL METALS CO COM | Stock | 201723103 |  | 334402 | 4831 | SH |  | SOLE | 0 | 4831 | 0 | 0 |
| VULCAN MATLS CO COM | Stock | 929160109 |  | 336297 | 1179 | SH |  | SOLE | 0 | 1179 | 0 | 0 |
| IRON MTN INC DEL COM | REIT | 46284V101 |  | 338353 | 4079 | SH |  | SOLE | 0 | 4079 | 0 | 0 |
| WASTE MANAGEMENT INC | Stock | 94106L109 |  | 353074 | 1607 | SH |  | SOLE | 0 | 1607 | 0 | 0 |
| DEERE  CO COM | Stock | 244199105 |  | 359886 | 773 | SH |  | SOLE | 0 | 773 | 0 | 0 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 |  | 362470 | 640 | SH |  | SOLE | 0 | 640 | 0 | 0 |
| ADOBE SYS INC COM | Stock | 00724F101 |  | 362590 | 1036 | SH |  | SOLE | 0 | 1036 | 0 | 0 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 |  | 362694 | 1410 | SH |  | SOLE | 0 | 1410 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 363680 | 2534 | SH |  | SOLE | 0 | 2534 | 0 | 0 |
| BANK OF AMERICA CORP | Stock | 060505104 |  | 374275 | 6805 | SH |  | SOLE | 0 | 6805 | 0 | 0 |
| ALPHABET INC CLASS C | Stock | 02079K107 |  | 377501 | 1203 | SH |  | SOLE | 0 | 1203 | 0 | 0 |
| CME GROUP INC COM | Stock | 12572Q105 |  | 378216 | 1385 | SH |  | SOLE | 0 | 1385 | 0 | 0 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 |  | 398519 | 842 | SH |  | SOLE | 0 | 842 | 0 | 0 |
| HEICO CORP NEW COM | Stock | 422806109 |  | 400281 | 1237 | SH |  | SOLE | 0 | 1237 | 0 | 0 |
| ALTRIA GROUP INC COM | Stock | 02209S103 |  | 401890 | 6970 | SH |  | SOLE | 0 | 6970 | 0 | 0 |
| NETFLIX COM INC | Stock | 64110L106 |  | 404106 | 4310 | SH |  | SOLE | 0 | 4310 | 0 | 0 |
| BADGER METER INC COM | Stock | 056525108 |  | 408119 | 2340 | SH |  | SOLE | 0 | 2340 | 0 | 0 |
| FREEPORT-MCMORAN COPPER  GOLD INC | Stock | 35671D857 |  | 425468 | 8377 | SH |  | SOLE | 0 | 8377 | 0 | 0 |
| SPHERE ENTERTAINMENT CO CL A | Stock | 55826T102 |  | 425483 | 4475 | SH |  | SOLE | 0 | 4475 | 0 | 0 |
| NUCOR CORP COM | Stock | 670346105 |  | 438483 | 2688 | SH |  | SOLE | 0 | 2688 | 0 | 0 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 |  | 442343 | 5510 | SH |  | SOLE | 0 | 5510 | 0 | 0 |
| TESLA MOTORS INC | Stock | 88160R101 |  | 466809 | 1038 | SH |  | SOLE | 0 | 1038 | 0 | 0 |
| CLEAN HARBORS INC COM | Stock | 184496107 |  | 477870 | 2038 | SH |  | SOLE | 0 | 2038 | 0 | 0 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 |  | 484118 | 4847 | SH |  | SOLE | 0 | 4847 | 0 | 0 |
| DANAHER CORP | Stock | 235851102 |  | 508889 | 2223 | SH |  | SOLE | 0 | 2223 | 0 | 0 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 537077 | 4463 | SH |  | SOLE | 0 | 4463 | 0 | 0 |
| INTERACTIVE BROKERS GROUP INC COM | Stock | 45841N107 |  | 542776 | 8440 | SH |  | SOLE | 0 | 8440 | 0 | 0 |
| VANGUARD VALUE INDEX FUND | ETF | 922908744 |  | 557309 | 2918 | SH |  | SOLE | 0 | 2918 | 0 | 0 |
| THE TRADE DESK INC COM CL A | Stock | 88339J105 |  | 563402 | 14842 | SH |  | SOLE | 0 | 14842 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 563939 | 2725 | SH |  | SOLE | 0 | 2725 | 0 | 0 |
| ABBOTT LABS COM | Stock | 002824100 |  | 595879 | 4756 | SH |  | SOLE | 0 | 4756 | 0 | 0 |
| INTEL CORP | Stock | 458140100 |  | 625012 | 16938 | SH |  | SOLE | 0 | 16938 | 0 | 0 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 |  | 647314 | 10362 | SH |  | SOLE | 0 | 10362 | 0 | 0 |
| LOCKHEED MARTIN CORP | Stock | 539830109 |  | 757911 | 1567 | SH |  | SOLE | 0 | 1567 | 0 | 0 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 773546 | 3612 | SH |  | SOLE | 0 | 3612 | 0 | 0 |
| JPMORGAN CHASE  CO | Stock | 46625H100 |  | 777195 | 2412 | SH |  | SOLE | 0 | 2412 | 0 | 0 |
| SALESFORCE COM INC COM | Stock | 79466L302 |  | 864931 | 3265 | SH |  | SOLE | 0 | 3265 | 0 | 0 |
| UNION PAC CORP COM | Stock | 907818108 |  | 933145 | 4034 | SH |  | SOLE | 0 | 4034 | 0 | 0 |
| GE VERNOVA INC COM | Stock | 36828A101 |  | 935259 | 1431 | SH |  | SOLE | 0 | 1431 | 0 | 0 |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | ETF | 46654Q203 |  | 957818 | 16480 | SH |  | SOLE | 0 | 16480 | 0 | 0 |
| CLOUDFLARE INC CL A COM | Stock | 18915M107 |  | 1155496 | 5861 | SH |  | SOLE | 0 | 5861 | 0 | 0 |
| COSTCO WHOLESALE CORP | Stock | 22160K105 |  | 1280575 | 1485 | SH |  | SOLE | 0 | 1485 | 0 | 0 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 |  | 1400655 | 2988 | SH |  | SOLE | 0 | 2988 | 0 | 0 |
| LILLY ELI  CO COM | Stock | 532457108 |  | 1501497 | 1397 | SH |  | SOLE | 0 | 1397 | 0 | 0 |
| COPART INC COM | Stock | 217204106 |  | 1521682 | 38868 | SH |  | SOLE | 0 | 38868 | 0 | 0 |
| INTL BUSINESS MACHINES | Stock | 459200101 |  | 1530000 | 5165 | SH |  | SOLE | 0 | 5165 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 1557210 | 3098 | SH |  | SOLE | 0 | 3098 | 0 | 0 |
| GENERAL ELECTRIC | Stock | 369604301 |  | 1605452 | 5212 | SH |  | SOLE | 0 | 5212 | 0 | 0 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 1779480 | 7788 | SH |  | SOLE | 0 | 7788 | 0 | 0 |
| VISA INC | Stock | 92826C839 |  | 1874194 | 5344 | SH |  | SOLE | 0 | 5344 | 0 | 0 |
| ARISTA NETWORKS INC COM SHS | Stock | 040413205 |  | 1874646 | 14307 | SH |  | SOLE | 0 | 14307 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 874039100 |  | 2220828 | 7308 | SH |  | SOLE | 0 | 7308 | 0 | 0 |
| SHOPIFY INC CL A SUB VTG SHS | Stock | 82509L107 |  | 2737295 | 17005 | SH |  | SOLE | 0 | 17005 | 0 | 0 |
| MASTERCARD INC | Stock | 57636Q104 |  | 3140411 | 5501 | SH |  | SOLE | 0 | 5501 | 0 | 0 |
| NVIDIA CORP COM | Stock | 67066G104 |  | 3763203 | 20178 | SH |  | SOLE | 0 | 20178 | 0 | 0 |
| MICROSOFT | Stock | 594918104 |  | 7179132 | 14845 | SH |  | SOLE | 0 | 14844 | 0 | 0 |
| AMAZON.COM INC | Stock | 023135106 |  | 8025611 | 34770 | SH |  | SOLE | 0 | 34770 | 0 | 0 |
| ALPHABET INC CLASS A | Stock | 02079K305 |  | 11662693 | 37261 | SH |  | SOLE | 0 | 37261 | 0 | 0 |
| APPLE INC | Stock | 037833100 |  | 25264923 | 92934 | SH |  | SOLE | 0 | 92933 | 0 | 0 |

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