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 Market Cap. of $300 Millions to $2 Billions

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

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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