Friday Financial Portfolio Holdings

Friday Financial

  • $239 Billion
  • Q3 2025

Friday Financial has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $239 Billion distributed in 91 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 $54.4B, Schwab Strategic Tr Us Large C with a value of $18.4B, Ea Series Trust with a value of $13B, Vanguard Intermediate Term Tre with a value of $11B, and Ishares Core Msci Intl Develop with a value of $9.82B.

Examining the 13F form we can see an increase of $42.3B in the current position value, from $197B to 239B.

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 $239 Billion
ETFs: $208 Billion
Technology: $7.71 Billion
Financial Services: $4.28 Billion
Consumer Cyclical: $2.12 Billion
Industrials: $1.63 Billion
Communication Services: $695 Million
Consumer Defensive: $675 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $239 Billion
  • Prior Value $197 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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