Financial Designs Corp Portfolio Holdings

Financial Designs Corp has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 23 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 $42.1B, Ishares Core U.S. Aggregate Bo with a value of $27.2B, Invesco Exchange Traded Self I with a value of $14.1B, Listed Fds Tr Swan Hedged Equi with a value of $13.8B, and Amplify ETF Tr Amplify Cwp Enh with a value of $13.5B.

Examining the 13F form we can see an increase of $3.86B in the current position value, from $173B to 177B.

Financial Designs Corp is based out at Claremont, CA

Below you can find more details about Financial Designs Corp portfolio as well as his latest detailed transactions.