Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ausdal Financial Partners, Inc. (CIK 1667146) reported $2.25B across 947 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USFR ($56.4M, 2.51%), AAPL ($56.2M, 2.50%), CAT ($48.2M, 2.14%), SHV ($47.1M, 2.09%), SCHG ($40.9M, 1.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $56.4M | 2.51% | 1.1M | Added |
| 2 | AAPL | APPLE INC | $56.2M | 2.50% | 221,511 | Added |
| 3 | CAT | CATERPILLAR INC | $48.2M | 2.14% | 68,020 | Trimmed |
| 4 | SHV | ISHARES TR | $47.1M | 2.09% | 427,077 | Trimmed |
| 5 | SCHG | SCHWAB STRATEGIC TR | $40.9M | 1.82% | 1.4M | Added |
| 6 | BIL | SPDR SERIES TRUST | $40.8M | 1.81% | 445,322 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $37.3M | 1.66% | 213,676 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $32.5M | 1.44% | 49,936 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $29.7M | 1.32% | 966,936 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $26.8M | 1.19% | 46,392 | Trimmed |
| 11 | BUFR | FIRST TR EXCHNG TRADED FD VI | $26.5M | 1.18% | 784,849 | Added |
| 12 | MSFT | MICROSOFT CORP | $25.3M | 1.13% | 68,396 | Added |
| 13 | SPLG | SPDR SERIES TRUST | $24.2M | 1.08% | 316,731 | Trimmed |
| 14 | COWZ | PACER FDS TR | $22.4M | 1.00% | 358,291 | Added |
| 15 | AMZN | AMAZON COM INC | $20.2M | 0.90% | 97,209 | Added |
| 16 | BAR | GRANITESHARES GOLD TR | $20.1M | 0.89% | 435,565 | Added |
| 17 | PSFF | PACER FDS TR | $18.9M | 0.84% | 589,611 | Added |
| 18 | IWM | ISHARES TR | $18.7M | 0.83% | 75,576 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $18.5M | 0.82% | 289,238 | Trimmed |
| 20 | IDEV | ISHARES TR | $18.5M | 0.82% | 221,475 | New |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $18.6M | 0.82% | 96,684 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $18.2M | 0.81% | 41,596 | Added |
| 23 | TCAF | T ROWE PRICE ETF INC | $18.1M | 0.80% | 508,404 | Added |
| 24 | IVV | ISHARES TR | $16.8M | 0.75% | 25,770 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $16.3M | 0.73% | 56,786 | Added |
Source: SEC Form 13F filings · as of 2026-03-31