# EDGAR Filing Document

**Accession Number:** 0002040901
**File Stem:** 0002040901-26-000002
**Filing Date:** 2026-4
**Character Count:** 14492
**Document Hash:** 3781706e7533fd994748dc9e8b547ae4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002040901-26-000002.hdr.sgml**: 20260407

**ACCESSION NUMBER**: 0002040901-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260407

**DATE AS OF CHANGE**: 20260407

**EFFECTIVENESS DATE**: 20260407

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Financially Speaking Inc
- **CENTRAL INDEX KEY:** 0002040901

**ORGANIZATION NAME:**
- **EIN:** 841158352
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24901
- **FILM NUMBER:** 26844680

**BUSINESS ADDRESS:**
- **STREET 1:** 5889 GREENWOOD PLAZA BLVD.
- **STREET 2:** SUITE 400
- **CITY:** GREENWOOD VILLAGE
- **STATE:** CO
- **ZIP:** 80111
- **BUSINESS PHONE:** 3032900702

**MAIL ADDRESS:**
- **STREET 1:** 5889 GREENWOOD PLAZA BLVD.
- **STREET 2:** SUITE 400
- **CITY:** GREENWOOD VILLAGE
- **STATE:** CO
- **ZIP:** 80111

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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:** Financially Speaking Inc<br>**Address:** 5889 GREENWOOD PLAZA BLVD.<br>SUITE 400<br>GREENWOOD VILLAGE, CO 80111

**Form 13F File Number:** 028-24901

**CRD Number (if applicable):** 000106255

**SEC File Number (if applicable):** 801-38948

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:** Stacy Myers<br>**Title:** Principal<br>**Phone:** 3032900702

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

Stacy Myers  Greenwood Village, CO  04-07-2026<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:** 116

**Form 13F Information Table Value Total:** $20594056

      (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

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 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 |
| ABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | 003260106 |  | 1783 | 10 | SH |  | SOLE |  | 0 | 0 | 10 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 43128 | 212 | SH |  | SOLE |  | 0 | 0 | 212 |
| ADVISORS INNER CIRCLE FD III | DEMCRATIC LG ETF | 00774Q346 |  | 42534 | 1058 | SH |  | SOLE |  | 0 | 0 | 1058 |
| ALLEGION PLC | ORD SHS | G0176J109 |  | 9590 | 66 | SH |  | SOLE |  | 0 | 0 | 66 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 110136 | 383 | SH |  | SOLE |  | 0 | 0 | 383 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 6025 | 21 | SH |  | SOLE |  | 0 | 0 | 21 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 188072 | 2850 | SH |  | SOLE |  | 0 | 0 | 2850 |
| AMAZON COM INC | COM | 023135106 |  | 38947 | 187 | SH |  | SOLE |  | 0 | 0 | 187 |
| APA CORPORATION | COM | 03743Q108 |  | 14600 | 344 | SH |  | SOLE |  | 0 | 0 | 344 |
| APPLE INC | COM | 037833100 |  | 81715 | 322 | SH |  | SOLE |  | 0 | 0 | 322 |
| AT INC | COM | 00206R102 |  | 50153 | 1730 | SH |  | SOLE |  | 0 | 0 | 1730 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 11697 | 63 | SH |  | SOLE |  | 0 | 0 | 63 |
| AUTOLIV INC | COM | 052800109 |  | 17036 | 162 | SH |  | SOLE |  | 0 | 0 | 162 |
| BANK AMERICA CORP | COM | 060505104 |  | 24491 | 502 | SH |  | SOLE |  | 0 | 0 | 502 |
| BIGBEAR AI HLDGS INC | COM | 08975B109 |  | 3520 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | 09175A206 |  | 5934 | 300 | SH |  | SOLE |  | 0 | 0 | 300 |
| BORGWARNER INC | COM | 099724106 |  | 6512 | 120 | SH |  | SOLE |  | 0 | 0 | 120 |
| BP PLC | SPONSORED ADR | 055622104 |  | 15500 | 330 | SH |  | SOLE |  | 0 | 0 | 330 |
| BUMBLE INC | COM CL A | 12047B105 |  | 163 | 50 | SH |  | SOLE |  | 0 | 0 | 50 |
| CENTURY ALUM CO | COM | 156431108 |  | 5459 | 93 | SH |  | SOLE |  | 0 | 0 | 93 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 6112 | 35 | SH |  | SOLE |  | 0 | 0 | 35 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 204269 | 205 | SH |  | SOLE |  | 0 | 0 | 205 |
| COTY INC | COM CL A | 222070203 |  | 61 | 30 | SH |  | SOLE |  | 0 | 0 | 30 |
| CRITICAL METALS CORP | PUBCO ORD SHS | G2662B103 |  | 794 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| CROWN CASTLE INC | COM | 22822V101 |  | 10250 | 126 | SH |  | SOLE |  | 0 | 0 | 126 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 4924 | 30 | SH |  | SOLE |  | 0 | 0 | 30 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 806 | 16 | SH |  | SOLE |  | 0 | 0 | 16 |
| DHI GROUP INC | COM | 23331S100 |  | 2670 | 950 | SH |  | SOLE |  | 0 | 0 | 950 |
| DISNEY WALT CO | COM | 254687106 |  | 47034 | 488 | SH |  | SOLE |  | 0 | 0 | 488 |
| ENERGY FUELS INC | COM NEW | 292671708 |  | 5475 | 300 | SH |  | SOLE |  | 0 | 0 | 300 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 348143 | 2052 | SH |  | SOLE |  | 0 | 0 | 2052 |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 |  | 7529973 | 150449 | SH |  | SOLE |  | 0 | 0 | 150449 |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 |  | 6807 | 136 | SH |  | SOLE |  | 0 | 0 | 136 |
| FORD MTR CO | COM | 345370860 |  | 1616 | 140 | SH |  | SOLE |  | 0 | 0 | 140 |
| GE AEROSPACE | COM NEW | 369604301 |  | 3690 | 13 | SH |  | SOLE |  | 0 | 0 | 13 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 285 | 4 | SH |  | SOLE |  | 0 | 0 | 4 |
| GE VERNOVA INC | COM | 36828A101 |  | 2619 | 3 | SH |  | SOLE |  | 0 | 0 | 3 |
| GENERAL MTRS CO | COM | 37045V100 |  | 2310 | 31 | SH |  | SOLE |  | 0 | 0 | 31 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 22021 | 158 | SH |  | SOLE |  | 0 | 0 | 158 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 34641 | 489 | SH |  | SOLE |  | 0 | 0 | 489 |
| GLOBAL X FDS | GLOBAL X SILVER | 37954Y848 |  | 91 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 |  | 2567 | 53 | SH |  | SOLE |  | 0 | 0 | 53 |
| GOLD RESOURCE CORP | COM | 38068T105 |  | 3516 | 2930 | SH |  | SOLE |  | 0 | 0 | 2930 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 |  | 1650 | 55 | SH |  | SOLE |  | 0 | 0 | 55 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 14509 | 275 | SH |  | SOLE |  | 0 | 0 | 275 |
| GRAYSCALE ETHEREUM STAKING | SHS NEW | 38964R203 |  | 537 | 27 | SH |  | SOLE |  | 0 | 0 | 27 |
| GREIF INC | CL A | 397624107 |  | 5970 | 89 | SH |  | SOLE |  | 0 | 0 | 89 |
| HIMS  HERS HEALTH INC | COM CL A | 433000106 |  | 2076 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| HOME DEPOT INC | COM | 437076102 |  | 25325 | 77 | SH |  | SOLE |  | 0 | 0 | 77 |
| INTEL CORP | COM | 458140100 |  | 30092 | 682 | SH |  | SOLE |  | 0 | 0 | 682 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 60414 | 826 | SH |  | SOLE |  | 0 | 0 | 826 |
| INVESCO EXCHANGE TRADED FD T | S 100 EQL WIGH | 46137V449 |  | 116 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1344 | 7 | SH |  | SOLE |  | 0 | 0 | 7 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 423 | 11 | SH |  | SOLE |  | 0 | 0 | 11 |
| ISHARES INC | MSCI GERMANY ETF | 464286806 |  | 159 | 4 | SH |  | SOLE |  | 0 | 0 | 4 |
| ISHARES INC | MSCI SPAIN ETF | 464286764 |  | 55 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 22759 | 334 | SH |  | SOLE |  | 0 | 0 | 334 |
| ISHARES TR | EUROPE ETF | 464287861 |  | 1359 | 20 | SH |  | SOLE |  | 0 | 0 | 20 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 8217 | 25 | SH |  | SOLE |  | 0 | 0 | 25 |
| ISHARES TR | LITHIUM MINRS | 46436E171 |  | 104 | 6 | SH |  | SOLE |  | 0 | 0 | 6 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 40 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | 46654Q732 |  | 73177 | 920 | SH |  | SOLE |  | 0 | 0 | 920 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 7534514 | 148874 | SH |  | SOLE |  | 0 | 0 | 148874 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 10072 | 199 | SH |  | SOLE |  | 0 | 0 | 199 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 217797 | 891 | SH |  | SOLE |  | 0 | 0 | 891 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 36370 | 377 | SH |  | SOLE |  | 0 | 0 | 377 |
| LENNOX INTL INC | COM | 526107107 |  | 61730 | 133 | SH |  | SOLE |  | 0 | 0 | 133 |
| LINDE PLC | SHS | G54950103 |  | 69407 | 140 | SH |  | SOLE |  | 0 | 0 | 140 |
| LOCAL BOUNTI CORP | COM NEW | 53960E205 |  | 1160 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| LOWES COS INC | COM | 548661107 |  | 14414 | 61 | SH |  | SOLE |  | 0 | 0 | 61 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 29256 | 580 | SH |  | SOLE |  | 0 | 0 | 580 |
| MCDONALDS CORP | COM | 580135101 |  | 90751 | 292 | SH |  | SOLE |  | 0 | 0 | 292 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 213853 | 2468 | SH |  | SOLE |  | 0 | 0 | 2468 |
| MERCK  CO INC | COM | 58933Y105 |  | 21172 | 176 | SH |  | SOLE |  | 0 | 0 | 176 |
| MICROBOT MED INC | COM NEW | 59503A204 |  | 3 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| MICROSOFT CORP | COM | 594918104 |  | 13327 | 36 | SH |  | SOLE |  | 0 | 0 | 36 |
| NANO DIMENSION LTD | SPONSORD ADS NEW | 63008G203 |  | 1700 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| NORDSON CORP | COM | 655663102 |  | 26606 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 36159 | 53 | SH |  | SOLE |  | 0 | 0 | 53 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 438616 | 2515 | SH |  | SOLE |  | 0 | 0 | 2515 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 120091 | 1848 | SH |  | SOLE |  | 0 | 0 | 1848 |
| OKLO INC | COM CL A | 02156V109 |  | 100 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 757146 | 5176 | SH |  | SOLE |  | 0 | 0 | 5176 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 453 | 10 | SH |  | SOLE |  | 0 | 0 | 10 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 14054 | 85 | SH |  | SOLE |  | 0 | 0 | 85 |
| PHILLIPS 66 | COM | 718546104 |  | 79325 | 435 | SH |  | SOLE |  | 0 | 0 | 435 |
| PHINIA INC | COMMON STOCK | 71880K101 |  | 1643 | 24 | SH |  | SOLE |  | 0 | 0 | 24 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 52592 | 364 | SH |  | SOLE |  | 0 | 0 | 364 |
| QUALCOMM INC | COM | 747525103 |  | 12878 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| RED CAT HLDGS INC | COM | 75644T100 |  | 3927 | 300 | SH |  | SOLE |  | 0 | 0 | 300 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 |  | 27647 | 1837 | SH |  | SOLE |  | 0 | 0 | 1837 |
| ROSS STORES INC | COM | 778296103 |  | 61523 | 284 | SH |  | SOLE |  | 0 | 0 | 284 |
| RTX CORPORATION | COM | 75513E101 |  | 198109 | 1027 | SH |  | SOLE |  | 0 | 0 | 1027 |
| SAMSARA INC | COM CL A | 79589L106 |  | 15845 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 94 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 70130 | 2794 | SH |  | SOLE |  | 0 | 0 | 2794 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 338 | 11 | SH |  | SOLE |  | 0 | 0 | 11 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 991 | 34 | SH |  | SOLE |  | 0 | 0 | 34 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 1428 | 38 | SH |  | SOLE |  | 0 | 0 | 38 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A755 |  | 109 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 449817 | 3082 | SH |  | SOLE |  | 0 | 0 | 3082 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A631 |  | 5080 | 20 | SH |  | SOLE |  | 0 | 0 | 20 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 5335 | 11 | SH |  | SOLE |  | 0 | 0 | 11 |
| STARBUCKS CORP | COM | 855244109 |  | 35836 | 400 | SH |  | SOLE |  | 0 | 0 | 400 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 651 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| STRYKER CORPORATION | COM | 863667101 |  | 32859 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| TCW ETF TRUST | TRANSFORM SYSTEM | 29287L205 |  | 53967 | 552 | SH |  | SOLE |  | 0 | 0 | 552 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 44238 | 90 | SH |  | SOLE |  | 0 | 0 | 90 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 83348 | 200 | SH |  | SOLE |  | 0 | 0 | 200 |
| US BANCORP | COM NEW | 902973304 |  | 114839 | 2208 | SH |  | SOLE |  | 0 | 0 | 2208 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 92 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 129 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 61244 | 1220 | SH |  | SOLE |  | 0 | 0 | 1220 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 2554 | 93 | SH |  | SOLE |  | 0 | 0 | 93 |
| WILLAMETTE VALLEY VINEYARDS | COM | 969136100 |  | 257 | 100 | SH |  | SOLE |  | 0 | 0 | 100 |
| XCEL ENERGY INC | COM | 98389B100 |  | 302485 | 3808 | SH |  | SOLE |  | 0 | 0 | 3808 |

---