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Portfolio (Quarterly) Guide ↗

Friday Financial

· CIK 0002048792
13F Portfolio $290M AUM 93 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 37 Added 13 Reduced 2 Exited
Page 2 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVUV AMERICAN CENTY ETF TR 30,560.0 $3.4M 1.16% +496.0 +1.6% $110.47 +9.8%
22 DIHP DIMENSIONAL ETF TRUST 104,503.0 $3.4M 1.16% +4K +3.9% $32.22 +6.5%
23 UMBF UMB FINL CORP Financial Services 25,912.0 $2.9M 1.01% $112.79 +19.2%
24 HYMB SPDR SERIES TRUST 90,138.0 $2.2M 0.77% +4K +4.4% $24.80 +1.1%
25 IBIT ISHARES BITCOIN TRUST ETF Financial Services 46,288.0 $1.8M 0.61% +274.0 +0.6% $38.42 +11.9%
26 TSLA TESLA INC Consumer Cyclical 4,486.0 $1.7M 0.57% +34.0 +0.8% $371.73 +16.6%
27 DE DEERE & CO Industrials 2,959.0 $1.7M 0.57% +19.0 +0.7% $563.21 -6.1%
28 FMB FIRST TR EXCH TRADED FD III 31,429.0 $1.6M 0.55% $50.66 +0.5%
29 VWO VANGUARD INTL EQUITY INDEX F 29,114.0 $1.6M 0.54% -214.0 -0.7% $54.05 +11.4%
30 VBR VANGUARD INDEX FDS 6,817.0 $1.5M 0.51% +291.0 +4.5% $217.25 +8.3%
31 IEMG ISHARES INC 21,064.0 $1.5M 0.51% -574.0 -2.6% $69.75 +19.9%
32 IWP ISHARES TR 11,291.0 $1.4M 0.50% $128.12 +9.9%
33 VBK VANGUARD INDEX FDS 4,508.0 $1.4M 0.47% +248.0 +5.8% $302.25 +16.7%
34 IVW ISHARES TR 11,744.0 $1.3M 0.46% $113.11 +22.3%
35 HYD VANECK ETF TRUST 26,461.0 $1.3M 0.46% +2K +6.3% $50.14 +1.8%
36 VOE VANGUARD INDEX FDS 6,910.0 $1.3M 0.44% +258.0 +3.9% $184.28 +5.9%
37 SLYG SPDR SERIES TRUST 12,394.0 $1.2M 0.41% -85.0 -0.7% $96.62 +14.0%
38 VOT VANGUARD INDEX FDS 4,432.0 $1.1M 0.39% +271.0 +6.5% $257.35 +14.4%
39 SPTM SPDR SERIES TRUST 14,089.0 $1.1M 0.38% -108.0 -0.8% $79.06 +15.0%
40 AVEM AMERICAN CENTY ETF TR 12,809.0 $1.0M 0.36% +537.0 +4.4% $80.58 +20.3%
Page 2 of 5  ·  93 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 35.4%
Financial Services 30.3%
Industrials 15.9%
Consumer Cyclical 9.9%
Consumer Defensive 3.9%
Communication Services 3.5%
Energy 1.1%