360 Financial, Inc. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $317 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $67.8B, Invesco Exchange Traded Fd Tr with a value of $30.3B, Invesco S&P Smallcap Value Wit with a value of $16.3B, Ishares Msci Usa Quality Facto with a value of $16.1B, and Cambria Shareholder Yld ETF with a value of $16B.

Examining the 13F form we can see an increase of $40.5B in the current position value, from $276B to 317B.

Below you can find more details about 360 Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $317 Billion
ETFs: $284 Billion
Technology: $12.1 Billion
Industrials: $6.38 Billion
Consumer Defensive: $4.47 Billion
Financial Services: $3.75 Billion
Healthcare: $2.54 Billion
Communication Services: $1.64 Billion
Consumer Cyclical: $975 Million
Other: $1.08 Billion

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $317 Billion
  • Prior Value $276 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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