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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFAE DIMENSIONAL ETF TRUST 15,962.0 $520K 0.18% NEW $32.57 +24.3%
62 VGT VANGUARD WORLD FD 689.0 $519K 0.18% NEW $753.78 -84.3%
63 CAT CATERPILLAR INC Industrials 898.0 $514K 0.18% NEW $572.87 +58.1%
64 GOOG ALPHABET INC Communication Services 1,635.0 $513K 0.18% NEW $313.80 +22.1%
65 IBM INTERNATIONAL BUSINESS MACHS Technology 1,728.0 $512K 0.18% NEW $296.21 -15.4%
66 VYM VANGUARD WHITEHALL FDS 3,499.0 $502K 0.18% NEW $143.52 +10.5%
67 VLUE ISHARES TR 3,568.0 $488K 0.17% NEW $136.73 +42.5%
68 ISHARES TR 10,592.0 $481K 0.17% NEW $45.45
69 DGRW WISDOMTREE TR 5,300.0 $474K 0.17% NEW $89.43 +7.6%
70 IJK ISHARES TR 4,638.0 $449K 0.16% NEW $96.88 +17.6%
71 IWN ISHARES TR 2,443.0 $443K 0.16% NEW $181.21 +18.2%
72 IDOG ALPS ETF TR 11,444.0 $441K 0.16% NEW $38.56 +13.4%
73 SLYV SPDR SERIES TRUST 4,838.0 $440K 0.15% NEW $90.97 +14.8%
74 AMZN AMAZON COM INC Consumer Cyclical 1,868.0 $431K 0.15% NEW $230.82 +14.5%
75 MSFT MICROSOFT CORP Technology 839.0 $406K 0.14% NEW $483.37 -14.0%
76 VIGI VANGUARD WHITEHALL FDS 3,754.0 $343K 0.12% NEW $91.45 +2.8%
77 MMIT NEW YORK LIFE INVTS ACTIVE E 14,083.0 $343K 0.12% NEW $24.33 -0.4%
78 IVE ISHARES TR 1,600.0 $339K 0.12% NEW $212.07 +7.4%
79 DIS DISNEY WALT CO Communication Services 2,655.0 $302K 0.11% NEW $113.78 -9.4%
80 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 6,678.0 $284K 0.10% NEW $42.55 +4.3%
Page 4 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%