Friday Financial Portfolio Holdings

Friday Financial

  • $197 Billion
  • Q2 2025

Friday Financial has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $197 Billion distributed in 86 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 $44B, Schwab Strategic Tr Us Large C with a value of $14.7B, Ea Series Trust with a value of $10.2B, Vanguard Intermediate Term Tre with a value of $9.81B, and Ishares Core Msci Intl Develop with a value of $8.22B.

Examining the 13F form we can see an increase of $29.4B in the current position value, from $167B to 197B.

Friday Financial is based out at Dubuque, IA

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

Portfolio value $197 Billion
ETFs: $171 Billion
Technology: $6.59 Billion
Financial Services: $3.82 Billion
Industrials: $1.63 Billion
Consumer Cyclical: $1.56 Billion
Consumer Defensive: $622 Million
Communication Services: $585 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44 Billion 22.39% of portfolio
325,839
Q2 2025 Added 6.06%
$0
$14.7 Billion 7.47% of portfolio
502,740
Q2 2025 Added 0.42%
$0
$9.81 Billion 4.99% of portfolio
164,018
Q2 2025 Added 10.33%
$0
$8.22 Billion 4.18% of portfolio
108,109
Q2 2025 Added 10.43%
$0
$7.77 Billion 3.95% of portfolio
237,758
Q2 2025 Added 6.59%
$0
$7.02 Billion 3.57% of portfolio
146,213
Q2 2025 Added 8.18%
$0
$6.85 Billion 3.49% of portfolio
86,406
Q2 2025 Reduced 1.73%
$0
$6.34 Billion 3.22% of portfolio
228,956
Q2 2025 Reduced 1.2%
$0
$6.32 Billion 3.21% of portfolio
212,813
Q2 2025 Added 4.61%
$0
$5.39 Billion 2.74% of portfolio
203,488
Q2 2025 Reduced 2.46%
$0
$4.96 Billion 2.52% of portfolio
16,318
Q2 2025 Added 111.95%
$0
$4.65 Billion 2.37% of portfolio
92,542
Q2 2025 Added 5.53%
$0
$3.27 Billion 1.67% of portfolio
148,185
Q2 2025 Reduced 2.34%
$0
$3.26 Billion 1.66% of portfolio
15,948
Q2 2025 Added 1.51%
$0
$2.71 Billion 1.38% of portfolio
51,837
Q2 2025 Added 0.06%
$0
$2.23 Billion 1.13% of portfolio
62,595
Q2 2025 Added 4.25%
$0
$2 Billion 1.02% of portfolio
21,960
Q2 2025 Added 10.57%
$0
$1.79 Billion 0.91% of portfolio
60,606
Q2 2025 Reduced 16.83%
$0
$1.74 Billion 0.89% of portfolio
25,187
Q4 2024 New
$0
$1.33 Billion 0.68% of portfolio
9,622
Q4 2024 New
$0
$1.29 Billion 0.66% of portfolio
11,744
Q2 2025 Added 75.21%
$0
$1.12 Billion 0.57% of portfolio
18,714
Q2 2025 Added 19.59%
$0
$1.11 Billion 0.57% of portfolio
22,539
Q2 2025 Added 2.86%
$0
$1.1 Billion 0.56% of portfolio
12,385
Q2 2025 Reduced 8.83%
$0
$1.06 Billion 0.54% of portfolio
14,196
Q2 2025 New
$0
$1.02 Billion 0.52% of portfolio
6,190
Q2 2025 Added 15.38%
$0
$995 Million 0.51% of portfolio
40,158
Q2 2025 Reduced 17.0%
$0
$893 Million 0.45% of portfolio
17,785
Q1 2025 Reduced 21.59%
$0
$814 Million 0.41% of portfolio
16,334
Q2 2025 Reduced 1.69%
$0
$803 Million 0.41% of portfolio
2,899
Q1 2025 Reduced 9.72%
$0
$790 Million 0.4% of portfolio
4,053
Q2 2025 Added 0.12%
$0
$728 Million 0.37% of portfolio
2,559
Q2 2025 Added 28.79%
$0
$724 Million 0.37% of portfolio
22,014
Q2 2025 New
$0
$707 Million 0.36% of portfolio
14,646
Q4 2024 New
$0
$651 Million 0.33% of portfolio
13,728
Q2 2025 Reduced 3.04%
$0
$621 Million 0.32% of portfolio
9,063
Q2 2025 New
$0
$611 Million 0.31% of portfolio
20,753
Q2 2025 New
$0
$573 Million 0.29% of portfolio
11,541
Q2 2025 Added 3.28%
$0
$552 Million 0.28% of portfolio
1,002
Q2 2025 Added 1.21%
$0
$479 Million 0.24% of portfolio
5,981
Q2 2025 Added 1.01%
$0
$470 Million 0.24% of portfolio
3,560
Q2 2025 Added 0.11%
$0
$466 Million 0.24% of portfolio
3,499
Q2 2025 New
$0
$444 Million 0.23% of portfolio
5,300
Q4 2024 New
$0
$458 Million 0.23% of portfolio
10,592
Q2 2025 New
$0
$404 Million 0.21% of portfolio
3,568
Q2 2025 New
$0
$422 Million 0.21% of portfolio
4,638
Q4 2024 New
$0
$345 Million 0.18% of portfolio
3,301
Q2 2025 Reduced 0.57%
$0
$351 Million 0.18% of portfolio
7,004
Q1 2025 Added 7.69%
$0
$358 Million 0.18% of portfolio
2,268
Q2 2025 Reduced 12.94%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $197 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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