Friday Financial Portfolio Holdings

Friday Financial

  • $284 Billion
  • Q4 2025

Friday Financial has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $284 Billion distributed in 90 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 $66.1B, Schwab Strategic Tr Us Large C with a value of $20.4B, Ea Series Trust with a value of $16.6B, Vanguard Intermediate Term Tre with a value of $13.3B, and Ishares Core Msci Intl Develop with a value of $12B.

Examining the 13F form we can see an increase of $44.8B in the current position value, from $239B to 284B.

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 $284 Billion
ETFs: $246 Billion
Technology: $7.94 Billion
Financial Services: $4.35 Billion
Industrials: $2.65 Billion
Consumer Cyclical: $2.43 Billion
Communication Services: $815 Million
Consumer Defensive: $729 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144B
$1.37 Billion 0.48% of portfolio
2,940
Q4 2025 Added 200.0%
$61.4B
$764 Million 0.27% of portfolio
1,809
Q3 2025 Reduced 0.66%
$139B
$653 Million 0.23% of portfolio
1,886
Q4 2025 Added 42.02%
$193B
$302 Million 0.11% of portfolio
2,655
Q3 2025 Added 0.15%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $284 Billion
  • Prior Value $239 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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