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Portfolio (Quarterly) Guide ↗

Friday Financial

· CIK 0002048792
13F Portfolio $373M AUM 108 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 56 Added 6 Reduced 2 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIHP DIMENSIONAL ETF TRUST 115,752.0 $3.9M 1.06% +11K +10.8% $34.11 +4.2%
22 VXUS VANGUARD STAR FDS 45,529.0 $3.9M 1.03% +672.0 +1.5% $84.65 +3.9%
23 QQQ INVESCO QQQ TR Financial Services 3,966.0 $2.8M 0.75% +3K +300.6% $709.34 +1.7%
24 HYMB SPDR SERIES TRUST 92,427.0 $2.3M 0.62% +2K +2.5% $25.27 -1.8%
25 IWP ISHARES TR 13,546.0 $1.9M 0.52% +2K +20.0% $141.94 +1.0%
26 FMB FIRST TR EXCH TRADED FD III 35,854.0 $1.8M 0.49% +4K +14.1% $51.28 -2.4%
27 AVEM AMERICAN CENTY ETF TR 19,639.0 $1.8M 0.49% +7K +53.3% $92.59 +2.8%
28 SLYG SPDR SERIES TRUST 15,533.0 $1.8M 0.48% +3K +25.3% $116.70 -1.0%
29 VWO VANGUARD INTL EQUITY INDEX F 29,898.0 $1.8M 0.47% +784.0 +2.7% $58.88 +3.6%
30 IBIT ISHARES BITCOIN TRUST ETF Financial Services 47,634.0 $1.7M 0.46% +1K +2.9% $36.15 +25.3%
31 HYD VANECK ETF TRUST 32,984.0 $1.7M 0.46% +7K +24.6% $51.46 -2.5%
32 VBK VANGUARD INDEX FDS 4,652.0 $1.6M 0.44% +144.0 +3.2% $354.21 +1.3%
33 IVW ISHARES TR 12,042.0 $1.6M 0.44% +298.0 +2.5% $136.06 +3.5%
34 JMUB J P MORGAN EXCHANGE TRADED F 30,248.0 $1.5M 0.41% +11K +55.6% $50.42 -1.5%
35 VOT VANGUARD INDEX FDS 4,887.0 $1.5M 0.39% +455.0 +10.3% $300.72 +2.1%
36 MDYV SPDR SERIES TRUST 13,915.0 $1.3M 0.35% +8K +130.1% $93.77 +1.5%
37 IWS ISHARES TR 6,966.0 $1.2M 0.31% +114.0 +1.7% $165.73 +3.7%
38 DFAE DIMENSIONAL ETF TRUST 28,545.0 $1.1M 0.30% +10K +50.7% $38.72 +3.3%
39 IWO ISHARES TR 2,804.0 $1.1M 0.29% +826.0 +41.8% $385.72 +0.3%
40 DFSV DIMENSIONAL ETF TRUST 26,941.0 $1.0M 0.28% +11K +68.1% $38.57 +3.9%
Page 2 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.4%
Financial Services 35.4%
Industrials 11.0%
Consumer Cyclical 7.8%
Consumer Defensive 4.7%
Communication Services 1.9%
Healthcare 1.0%
Utilities 0.8%