# EDGAR Filing Document

**Accession Number:** 0002056907
**File Stem:** 0002056907-26-000002
**Filing Date:** 2026-4
**Character Count:** 11983
**Document Hash:** 6413ce37d6dd4734574cb1cc0bdcdf4c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002056907-26-000002.hdr.sgml**: 20260410

**ACCESSION NUMBER**: 0002056907-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260410

**DATE AS OF CHANGE**: 20260410

**EFFECTIVENESS DATE**: 20260410

**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:** 26854414

**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:** 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:** 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  04-10-2026<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:** 84

**Form 13F Information Table Value Total:** $99268019

      (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 |
| SHERWIN WILLIAMS CO COM | Stock | 824348106 |  | 209319 | 653 | SH |  | SOLE |  | 653 | 0 | 0 |
| MCKESSON CORP COM | Stock | 58155Q103 |  | 209417 | 242 | SH |  | SOLE |  | 242 | 0 | 0 |
| OKLO INC COM CL A | Stock | 02156V109 |  | 211105 | 4257 | SH |  | SOLE |  | 4257 | 0 | 0 |
| PHILIP MORRIS INTL INC | Stock | 718172109 |  | 212793 | 1287 | SH |  | SOLE |  | 1287 | 0 | 0 |
| VERTEX PHARMACEUTICALS INC COM | Stock | 92532F100 |  | 217912 | 488 | SH |  | SOLE |  | 488 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 220027 | 669 | SH |  | SOLE |  | 669 | 0 | 0 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 46641Q332 |  | 225473 | 3978 | SH |  | SOLE |  | 3978 | 0 | 0 |
| DANAHER CORP | Stock | 235851102 |  | 234914 | 1239 | SH |  | SOLE |  | 1239 | 0 | 0 |
| TESLA MOTORS INC | Stock | 88160R101 |  | 237920 | 640 | SH |  | SOLE |  | 640 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 240358 | 489 | SH |  | SOLE |  | 489 | 0 | 0 |
| PROCTER  GAMBLE CO COM | Stock | 742718109 |  | 241359 | 1671 | SH |  | SOLE |  | 1671 | 0 | 0 |
| ADOBE SYS INC COM | Stock | 00724F101 |  | 242594 | 998 | SH |  | SOLE |  | 998 | 0 | 0 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 |  | 256007 | 1260 | SH |  | SOLE |  | 1260 | 0 | 0 |
| ISHARES S 500 VALUE ETF | ETF | 464287408 |  | 260981 | 1236 | SH |  | SOLE |  | 1236 | 0 | 0 |
| WOODWARD INC COM | Stock | 980745103 |  | 268440 | 750 | SH |  | SOLE |  | 750 | 0 | 0 |
| ALCOA CORP COM | Stock | 013872106 |  | 272351 | 4106 | SH |  | SOLE |  | 4106 | 0 | 0 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 |  | 273112 | 1664 | SH |  | SOLE |  | 1664 | 0 | 0 |
| SPDR GOLD ETF | ETF | 78463V107 |  | 278398 | 647 | SH |  | SOLE |  | 647 | 0 | 0 |
| INTUITIVE SURGICAL INC COM NEW | Stock | 46120E602 |  | 281204 | 610 | SH |  | SOLE |  | 610 | 0 | 0 |
| SEAGATE TECHNOLOGY | Stock | G7997R103 |  | 293820 | 750 | SH |  | SOLE |  | 750 | 0 | 0 |
| COMMERCIAL METALS CO COM | Stock | 201723103 |  | 296768 | 4831 | SH |  | SOLE |  | 4831 | 0 | 0 |
| SALESFORCE COM INC COM | Stock | 79466L302 |  | 303525 | 1626 | SH |  | SOLE |  | 1626 | 0 | 0 |
| BANK OF AMERICA CORP | Stock | 060505104 |  | 304200 | 6240 | SH |  | SOLE |  | 6240 | 0 | 0 |
| WASTE MANAGEMENT INC | Stock | 94106L109 |  | 306080 | 1332 | SH |  | SOLE |  | 1332 | 0 | 0 |
| JOHNSON CTLS INC | Stock | G51502105 |  | 329077 | 2513 | SH |  | SOLE |  | 2513 | 0 | 0 |
| BADGER METER INC COM | Stock | 056525108 |  | 332123 | 2180 | SH |  | SOLE |  | 2180 | 0 | 0 |
| GRAINGER W W INC COM | Stock | 384802104 |  | 333788 | 306 | SH |  | SOLE |  | 306 | 0 | 0 |
| THE TRADE DESK INC COM CL A | Stock | 88339J105 |  | 334678 | 14750 | SH |  | SOLE |  | 14750 | 0 | 0 |
| MP MATERIALS CORP COM CL A | Stock | 553368101 |  | 338592 | 7016 | SH |  | SOLE |  | 7016 | 0 | 0 |
| HEICO CORP NEW COM | Stock | 422806109 |  | 339185 | 1237 | SH |  | SOLE |  | 1237 | 0 | 0 |
| VULCAN MATLS CO COM | Stock | 929160109 |  | 343128 | 1260 | SH |  | SOLE |  | 1260 | 0 | 0 |
| ALPHABET INC CLASS C | Stock | 02079K107 |  | 345093 | 1203 | SH |  | SOLE |  | 1203 | 0 | 0 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 |  | 351114 | 1023 | SH |  | SOLE |  | 1023 | 0 | 0 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 |  | 352309 | 3549 | SH |  | SOLE |  | 3549 | 0 | 0 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 |  | 359029 | 842 | SH |  | SOLE |  | 842 | 0 | 0 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 370144 | 1789 | SH |  | SOLE |  | 1789 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 372541 | 2399 | SH |  | SOLE |  | 2399 | 0 | 0 |
| IRON MTN INC DEL COM | REIT | 46284V101 |  | 373730 | 3659 | SH |  | SOLE |  | 3659 | 0 | 0 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 |  | 380690 | 558 | SH |  | SOLE |  | 558 | 0 | 0 |
| CME GROUP INC COM | Stock | 12572Q105 |  | 385432 | 1305 | SH |  | SOLE |  | 1305 | 0 | 0 |
| NETFLIX COM INC | Stock | 64110L106 |  | 414407 | 4310 | SH |  | SOLE |  | 4310 | 0 | 0 |
| DEERE  CO COM | Stock | 244199105 |  | 429235 | 762 | SH |  | SOLE |  | 762 | 0 | 0 |
| ABBOTT LABS COM | Stock | 002824100 |  | 454520 | 4427 | SH |  | SOLE |  | 4427 | 0 | 0 |
| ALTRIA GROUP INC COM | Stock | 02209S103 |  | 459950 | 6970 | SH |  | SOLE |  | 6970 | 0 | 0 |
| SPHERE ENTERTAINMENT CO CL A | Stock | 55826T102 |  | 478405 | 4075 | SH |  | SOLE |  | 4075 | 0 | 0 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 |  | 490406 | 5280 | SH |  | SOLE |  | 5280 | 0 | 0 |
| NUCOR CORP COM | Stock | 670346105 |  | 497723 | 2943 | SH |  | SOLE |  | 2943 | 0 | 0 |
| UNION PAC CORP COM | Stock | 907818108 |  | 534007 | 2201 | SH |  | SOLE |  | 2201 | 0 | 0 |
| CLEAN HARBORS INC COM | Stock | 184496107 |  | 537045 | 1873 | SH |  | SOLE |  | 1873 | 0 | 0 |
| EMCOR GROUP INC COM | Stock | 29084Q100 |  | 555947 | 753 | SH |  | SOLE |  | 753 | 0 | 0 |
| INTERACTIVE BROKERS GROUP INC COM | Stock | 45841N107 |  | 562717 | 8390 | SH |  | SOLE |  | 8390 | 0 | 0 |
| COHERENT CORP COM | Stock | 19247G107 |  | 577183 | 2423 | SH |  | SOLE |  | 2423 | 0 | 0 |
| VANGUARD VALUE INDEX FUND | ETF | 922908744 |  | 607859 | 3098 | SH |  | SOLE |  | 3098 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 617211 | 2525 | SH |  | SOLE |  | 2525 | 0 | 0 |
| FREEPORT-MCMORAN COPPER  GOLD INC | Stock | 35671D857 |  | 690783 | 11752 | SH |  | SOLE |  | 11752 | 0 | 0 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 |  | 724108 | 13397 | SH |  | SOLE |  | 13397 | 0 | 0 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 757193 | 4463 | SH |  | SOLE |  | 4463 | 0 | 0 |
| INTEL CORP | Stock | 458140100 |  | 805373 | 18250 | SH |  | SOLE |  | 18250 | 0 | 0 |
| JPMORGAN CHASE  CO | Stock | 46625H100 |  | 810705 | 2756 | SH |  | SOLE |  | 2756 | 0 | 0 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 876783 | 4310 | SH |  | SOLE |  | 4310 | 0 | 0 |
| LOCKHEED MARTIN CORP | Stock | 539830109 |  | 941640 | 1558 | SH |  | SOLE |  | 1558 | 0 | 0 |
| COPART INC COM | Stock | 217204106 |  | 1004400 | 30253 | SH |  | SOLE |  | 30253 | 0 | 0 |
| ALLSTATE CORP | Stock | 020002101 |  | 1119014 | 5397 | SH |  | SOLE |  | 5397 | 0 | 0 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 |  | 1165301 | 18185 | SH |  | SOLE |  | 18185 | 0 | 0 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 |  | 1202463 | 3080 | SH |  | SOLE |  | 3080 | 0 | 0 |
| INTL BUSINESS MACHINES | Stock | 459200101 |  | 1209161 | 4989 | SH |  | SOLE |  | 4988 | 0 | 0 |
| LILLY ELI  CO COM | Stock | 532457108 |  | 1256573 | 1366 | SH |  | SOLE |  | 1366 | 0 | 0 |
| CLOUDFLARE INC CL A COM | Stock | 18915M107 |  | 1280546 | 6206 | SH |  | SOLE |  | 6206 | 0 | 0 |
| GE VERNOVA INC COM | Stock | 36828A101 |  | 1378309 | 1579 | SH |  | SOLE |  | 1579 | 0 | 0 |
| COSTCO WHOLESALE CORP | Stock | 22160K105 |  | 1456781 | 1462 | SH |  | SOLE |  | 1462 | 0 | 0 |
| GENERAL ELECTRIC | Stock | 369604301 |  | 1473334 | 5192 | SH |  | SOLE |  | 5192 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 1479770 | 3088 | SH |  | SOLE |  | 3088 | 0 | 0 |
| VISA INC | Stock | 92826C839 |  | 1538704 | 5091 | SH |  | SOLE |  | 5091 | 0 | 0 |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | ETF | 46654Q203 |  | 1628182 | 29326 | SH |  | SOLE |  | 29326 | 0 | 0 |
| ARISTA NETWORKS INC COM SHS | Stock | 040413205 |  | 1678280 | 13669 | SH |  | SOLE |  | 13669 | 0 | 0 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 1682938 | 7738 | SH |  | SOLE |  | 7738 | 0 | 0 |
| SHOPIFY INC CL A SUB VTG SHS | Stock | 82509L107 |  | 2006695 | 16917 | SH |  | SOLE |  | 16917 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 |  | 2454193 | 7262 | SH |  | SOLE |  | 7262 | 0 | 0 |
| MASTERCARD INC | Stock | 57636Q104 |  | 2625713 | 5255 | SH |  | SOLE |  | 5255 | 0 | 0 |
| NVIDIA CORP COM | Stock | 67066G104 |  | 3365751 | 19299 | SH |  | SOLE |  | 19299 | 0 | 0 |
| MICROSOFT | Stock | 594918104 |  | 5244451 | 14168 | SH |  | SOLE |  | 14167 | 0 | 0 |
| AMAZON.COM INC | Stock | 023135106 |  | 6923936 | 33245 | SH |  | SOLE |  | 33245 | 0 | 0 |
| ALPHABET INC CLASS A | Stock | 02079K305 |  | 10131320 | 35232 | SH |  | SOLE |  | 35232 | 0 | 0 |
| APPLE INC | Stock | 037833100 |  | 21400274 | 84323 | SH |  | SOLE |  | 84322 | 0 | 0 |

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