Financial Designs Corp has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $36.1B, Ishares Core U.S. Aggregate Bo with a value of $23.7B, Invesco Exchange Traded Self I with a value of $12.7B, Amplify ETF Tr Amplify Cwp Enh with a value of $12.3B, and Listed Fds Tr Swan Hedged Equi with a value of $12.3B.

Examining the 13F form we can see an increase of $19.5B in the current position value, from $144B to 163B.

Financial Designs Corp is based out at Claremont, CA

Below you can find more details about Financial Designs Corp portfolio as well as his latest detailed transactions.

Portfolio value $163 Billion
ETFs: $121 Billion
Consumer Cyclical: $2.01 Billion
Technology: $1.78 Billion
Utilities: $745 Million
Industrials: $306 Million
Communication Services: $286 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $163 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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