Financial Designs Corp Portfolio Holdings
Financial Designs Corp
- $163 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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