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Eight 31 Financial LLC

CIK:0002011328
Investment Adviser
$151M AUM
65 holdings
Midland, TX, United States
Founded:2023
4 employees
Latest filing:Jun 30, 2025

Eight 31 Financial LLC is a registered investment adviser headquartered in Midland, Texas. The firm was established in 2023 and has a small team of 4 employees, primarily investment professionals. Eight 31 Financial provides asset management and advisory services, primarily serving high-net-worth individuals and institutional clients.

Investment Strategy

Eight 31 Financial LLC manages diversified portfolios predominantly consisting of US equities, ETFs, and fixed income securities. Their approach is rooted in building broadly balanced portfolios using transparent, liquid securities, adjusting exposures dynamically based on market conditions. The firm focuses on both value and growth strategies, tailored to client risk profiles, seeking to balance return potential with prudent risk management.

Latest 13F Filing Activity

Eight 31 Financial LLC filed their most recent 13F report on Jun 30, 2025 disclosing 64 equity positions with a total 13F market value of $151M. The fund increased holdings in Vanguard Index FDS, Microsoft Corp., Ishares TR among other positions. Eight 31 Financial LLC reduced exposure to Highpeak Energy Inc., Ishares TR, Permian Resources Corp. among others.

Top Buys
V
VOOVANGUARD INDEX FDS
+$830.3K
M
MSFTMICROSOFT CORP
+$593.0K
I
IDEVISHARES TR
+$518.5K
O
OXLCOXFORD LANE CAP CORP
+$378.7K
A
AORISHARES TR
+$359.7K
Top Sells
H
HPKHIGHPEAK ENERGY INC
-$2.4M
A
AGGISHARES TR
-$1.1M
P
PRPERMIAN RESOURCES CORP
-$1.0M
X
XOMEXXON MOBIL CORP
-$706.2K
A
AAPLAPPLE INC
-$585.5K

Top Holdings

A
AGGISHARES TR
+9.8%$14.8M
V
VOOVANGUARD INDEX FDS
+7.6%$11.4M
H
HPKHIGHPEAK ENERGY INC
+5.4%$8.2M
I
IBTJISHARES TR
+5.1%$7.8M
I
IBTIISHARES TR
+5.1%$7.8M

Equity Positions (64)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES TR9.78%$14.8M149,320$99.02$99.20-$1.1M
VANGUARD INDEX FDS7.55%$11.4M20,137$436.80$568.03+$830.3K
HIGHPEAK ENERGY INC5.45%$8.2M841,818$14.29$9.80-$2.4M
ISHARES TR5.12%$7.8M353,686$21.77$21.92-$455.8K
ISHARES TR5.12%$7.8M346,647$22.25$22.36-$421.0K

Industry Allocation

PETROLEUM REFINING
+4.2%
ELECTRONIC COMPUTERS
+3.7%
CRUDE PETROLEUM & NATURAL GAS
+3.5%
STATE COMMERCIAL BANKS
+2.6%
SERVICES-PREPACKAGED SOFTWARE
+2.3%