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.
Financial Designs Corp (CIK 1561383) reported $179.6M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($40.5M, 22.54%), AGG ($27.1M, 15.09%), OMFL ($13.9M, 7.75%), IXUS ($13.7M, 7.61%), DIVO ($13.5M, 7.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $40.5M | 22.54% | 284,249 | Added |
| 2 | AGG | ISHARES TR | $27.1M | 15.09% | 273,029 | Added |
| 3 | OMFL | INVESCO EXCH TRD SLF IDX FD | $13.9M | 7.75% | 231,466 | Added |
| 4 | IXUS | ISHARES TR | $13.7M | 7.61% | 157,872 | Trimmed |
| 5 | DIVO | AMPLIFY ETF TR | $13.5M | 7.51% | 300,884 | Trimmed |
| 6 | HEGD | LISTED FDS TR | $13.5M | 7.51% | 546,342 | Added |
| 7 | RUNN | STRATEGIC TRUST | $9.2M | 5.14% | 286,716 | Trimmed |
| 8 | VFLO | VICTORY PORTFOLIOS II | $8.9M | 4.95% | 225,352 | Trimmed |
| 9 | TXUE | THORNBURG ETF TR | $8.9M | 4.95% | 276,500 | Trimmed |
| 10 | BALT | INNOVATOR ETFS TRUST | $4.0M | 2.22% | 118,990 | Trimmed |
| 11 | GRNY | TIDAL TRUST I | $3.9M | 2.18% | 163,903 | Added |
| 12 | SCHD | SCHWAB STRATEGIC TR | $3.7M | 2.06% | 120,519 | Added |
| 13 | SCHB | SCHWAB STRATEGIC TR | $2.8M | 1.57% | 112,423 | Trimmed |
| 14 | SCHZ | SCHWAB STRATEGIC TR | $2.7M | 1.49% | 114,969 | Trimmed |
| 15 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.8M | 0.99% | 30,209 | Trimmed |
| 16 | FETH | FIDELITY ETHEREUM FD | $960,188 | 0.53% | 45,986 | Trimmed |
| 17 | DYNF | BLACKROCK ETF TRUST | $811,495 | 0.45% | 13,948 | Added |
| 18 | TSLA | TESLA INC | $795,545 | 0.44% | 2,140 | New |
| 19 | NVDA | NVIDIA CORPORATION | $790,843 | 0.44% | 4,535 | New |
| 20 | AAPL | APPLE INC | $776,808 | 0.43% | 3,061 | New |
| 21 | AMZN | AMAZON COM INC | $700,829 | 0.39% | 3,365 | New |
| 22 | SLV | ISHARES SILVER TR | $698,026 | 0.39% | 10,244 | Added |
| 23 | GLD | SPDR GOLD TR | $669,962 | 0.37% | 1,557 | New |
| 24 | EIX | EDISON INTL | $641,755 | 0.36% | 8,770 | Trimmed |
| 25 | MUNI | PIMCO ETF TR | $592,931 | 0.33% | 11,361 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31