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.
