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FRIDAY FINANCIAL 13F portfolio summary

FRIDAY FINANCIAL of FRIDAY FINANCIAL has 108 current stock holdings with a reported portfolio value of $373.4M. The portfolio 1 year return is +19.28%. Top holdings include ITOT (23.00%), SCHG (6.95%), VGIT (4.44%), IDEV (4.00%), AVDV (3.64%).

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FRIDAY FINANCIAL

FRIDAY FINANCIAL
Latest filing: 2026-06-30

FRIDAY FINANCIAL runs FRIDAY FINANCIAL and currently holds 108 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $373.45M. Their top holdings are ITOT, SCHG, VGIT, IDEV, AVDV. The top five represent 42.0% of reported portfolio weight. FRIDAY FINANCIAL ranks #871 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FRIDAY FINANCIAL initiated 15 new positions. They added to 59 existing positions. They trimmed 8 positions. Their current best-performing preview position is CSCO with returns of +51.39%.

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Top 5 Holdings
ITOT23.0%
SCHG7.0%
VGIT4.4%
IDEV4.0%
AVDV3.6%
Top 5: 42.0%
Portfolio Returns
1 Year
+19.28%
#717/1000
3 Year
+25.89%
#875/1000
5 Year
+25.89%
#869/1000

Portfolio Value

$373.45M

Alpha Score

23.0

#871 of 1000

Holdings

108

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108 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
ITOT
ISHARES TR
23.00%$137.15$167.98+22.48%
Added
+12.65%
SCHG
SCHWAB STRATEGIC TR
6.95%$29.53$35.30+19.54%
Added
+20.12%
VGIT
VANGUARD SCOTTSDALE FDS
4.44%$58.88$58.32-0.96%
Added
+26.28%
IDEV
ISHARES TR
4.00%$72.68$93.31+28.38%
Added
+14.05%
AVDV
AMERICAN CENTY ETF TR
3.64%$76.21$111.97+46.92%
Added
+11.17%
SCHV
SCHWAB STRATEGIC TR
3.57%$28.47$34.94+22.71%
Added
+23.50%
DFSD
DIMENSIONAL ETF TRUST
3.51%$47.44$47.31-0.27%
Added
+24.88%
SCHD
SCHWAB STRATEGIC TR
3.17%$27.79$35.11+26.34%
Added
+9.78%
DFEM
DIMENSIONAL ETF TRUST
3.12%$29.04$39.90+37.40%
Added
+10.05%
CWI
SPDR INDEX SHS FDS
2.86%$29.10$41.52+42.68%
Added
+1.12%

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