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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 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIHP DIMENSIONAL ETF TRUST 100,630.0 $3.2M 1.12% NEW $31.67 +8.2%
22 AVUV AMERICAN CENTY ETF TR 30,064.0 $3.1M 1.08% NEW $101.98 +18.6%
23 UMBF UMB FINL CORP Financial Services 25,900.0 $3.0M 1.05% NEW $115.04 +15.8%
24 IBIT ISHARES BITCOIN TRUST ETF Financial Services 46,014.0 $2.3M 0.81% NEW $49.65 -13.4%
25 HYMB SPDR SERIES TRUST 86,336.0 $2.2M 0.76% NEW $24.94 +0.5%
26 TSLA TESLA INC Consumer Cyclical 4,452.0 $2.0M 0.71% NEW $449.72 -4.2%
27 FMB FIRST TR EXCH TRADED FD III 31,429.0 $1.6M 0.57% NEW $51.14 -0.5%
28 VWO VANGUARD INTL EQUITY INDEX F 29,328.0 $1.6M 0.56% NEW $53.76 +11.8%
29 IWP ISHARES TR 11,291.0 $1.5M 0.55% NEW $136.94 +3.0%
30 IEMG ISHARES INC 21,638.0 $1.5M 0.51% NEW $67.22 +23.8%
31 IVW ISHARES TR 11,744.0 $1.4M 0.51% NEW $123.26 +11.9%
32 VBR VANGUARD INDEX FDS 6,526.0 $1.4M 0.49% NEW $211.79 +10.9%
33 DE DEERE & CO Industrials 2,940.0 $1.4M 0.48% NEW $465.61 +13.1%
34 VBK VANGUARD INDEX FDS 4,260.0 $1.3M 0.45% NEW $302.11 +16.7%
35 HYD VANECK ETF TRUST 24,890.0 $1.3M 0.45% NEW $51.12 -0.2%
36 VOE VANGUARD INDEX FDS 6,652.0 $1.2M 0.42% NEW $177.37 +10.0%
37 SLYG SPDR SERIES TRUST 12,479.0 $1.2M 0.41% NEW $94.19 +16.5%
38 SPTM SPDR SERIES TRUST 14,197.0 $1.2M 0.41% NEW $82.50 +10.0%
39 VOT VANGUARD INDEX FDS 4,161.0 $1.2M 0.41% NEW $279.14 +5.6%
40 JMUB J P MORGAN EXCHANGE TRADED F 19,452.0 $982K 0.35% NEW $50.50 -0.6%
Page 2 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%