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Portfolio (Quarterly) Guide ↗

Friday Financial

· CIK 0002048792
13F Portfolio $284M AUM 90 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 90 New
Page 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVEM AMERICAN CENTY ETF TR 12,272.0 $945K 0.33% NEW $77.02 +25.9%
42 IWS ISHARES TR 6,677.0 $942K 0.33% NEW $141.05 +13.6%
43 NVDA NVIDIA CORPORATION Technology 4,720.0 $880K 0.31% NEW $186.51 +14.9%
44 DISV DIMENSIONAL ETF TRUST 22,065.0 $838K 0.30% NEW $38.00 +12.1%
45 EEM ISHARES TR 14,729.0 $806K 0.28% NEW $54.71 +25.0%
46 PWR QUANTA SVCS INC Industrials 1,809.0 $764K 0.27% NEW $422.06 +76.6%
47 JPM JPMORGAN CHASE & CO. Financial Services 2,367.0 $763K 0.27% NEW $322.28 -5.0%
48 DFSV DIMENSIONAL ETF TRUST 22,821.0 $751K 0.27% NEW $32.89 +14.9%
49 DON WISDOMTREE TR 14,350.0 $740K 0.26% NEW $51.60 +7.6%
50 DFNM DIMENSIONAL ETF TRUST 15,182.0 $731K 0.26% NEW $48.17 -0.3%
51 WMT WALMART INC Consumer Defensive 6,545.0 $729K 0.26% NEW $111.41 +6.4%
52 IWO ISHARES TR 2,222.0 $718K 0.25% NEW $323.04 +17.5%
53 AVGO BROADCOM INC Technology 1,886.0 $653K 0.23% NEW $346.10 +22.3%
54 MUB ISHARES TR 5,720.0 $613K 0.22% NEW $107.11 -0.4%
55 QQQ INVESCO QQQ TR Financial Services 990.0 $608K 0.21% NEW $614.00 +19.0%
56 BERKSHIRE HATHAWAY INC DEL 1,205.0 $606K 0.21% NEW $502.65
57 EFV ISHARES TR 7,651.0 $546K 0.19% NEW $71.41 +11.2%
58 VYMI VANGUARD WHITEHALL FDS 6,064.0 $546K 0.19% NEW $89.99 +11.8%
59 MUNI PIMCO ETF TR 10,278.0 $539K 0.19% NEW $52.41 -0.3%
60 MDYV SPDR SERIES TRUST 6,196.0 $524K 0.18% NEW $84.65 +8.1%
Page 3 of 5  ·  90 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 36.7%
Financial Services 32.3%
Industrials 12.4%
Consumer Cyclical 11.4%
Communication Services 3.8%
Consumer Defensive 3.4%