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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68B
$521 Million 0.27% of portfolio
1,290
Q1 2025 New
$218B
$506 Million 0.26% of portfolio
1,303
Q2 2025 New
$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
$153B
$437 Million 0.22% of portfolio
860
Q2 2025 Added 0.12%
$0
$404 Million 0.21% of portfolio
3,568
Q2 2025 New
$210B
$415 Million 0.21% of portfolio
1,409
Q1 2025 Added 36.53%
$3.95T
$419 Million 0.21% of portfolio
842
Q2 2025 Added 34.94%
$0
$422 Million 0.21% of portfolio
4,638
Q4 2024 New
$2.26T
$379 Million 0.19% of portfolio
1,728
Q2 2025 Added 22.9%
$127B
$366 Million 0.19% of portfolio
1,328
Q2 2025 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
$362 Million 0.18% of portfolio
4,559
Q2 2025 Reduced 7.38%
$0
$336 Million 0.17% of portfolio
14,083
Q2 2025 Reduced 1.04%
$207B
$329 Million 0.17% of portfolio
2,651
Q2 2025 Added 0.8%
$0
$308 Million 0.16% of portfolio
3,867
Q1 2025 Reduced 2.27%
$0
$313 Million 0.16% of portfolio
1,600
Q4 2024 New
$0
$313 Million 0.16% of portfolio
1,094
Q2 2025 New
$0
$283 Million 0.14% of portfolio
5,506
Q4 2024 New
$0
$275 Million 0.14% of portfolio
3,400
Q2 2025 Added 13.33%
$0
$247 Million 0.13% of portfolio
6,443
Q4 2024 New
$1.24T
$257 Million 0.13% of portfolio
1,446
Q4 2024 New
$0
$258 Million 0.13% of portfolio
1,902
Q4 2024 New
$0
$264 Million 0.13% of portfolio
2,754
Q1 2025 Added 10.43%
$1.1B
$242 Million 0.12% of portfolio
7,394
Q2 2025 New
$0
$241 Million 0.12% of portfolio
3,113
Q2 2025 New
$684B
$223 Million 0.11% of portfolio
1,018
Q2 2025 New
$0
$213 Million 0.11% of portfolio
1,724
Q4 2024 New
$0
$206 Million 0.1% of portfolio
3,620
Q2 2025 New
$293B
$205 Million 0.1% of portfolio
2,956
Q2 2025 New
$20.5M
$21.5 Million 0.01% of portfolio
53,186
Q4 2024 New

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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