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 $186.6M across 41 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITOT ($46.2M, 24.76%), AGG ($28.5M, 15.30%), HEGD ($16.2M, 8.68%), OMFL ($15.6M, 8.36%), IXUS ($14.6M, 7.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $46.2M | 24.76% | 281,221 | Trimmed |
| 2 | AGG | ISHARES TR | $28.5M | 15.30% | 288,327 | Added |
| 3 | HEGD | LISTED FDS TR | $16.2M | 8.68% | 607,632 | Added |
| 4 | OMFL | INVESCO EXCH TRD SLF IDX FD | $15.6M | 8.36% | 227,556 | Trimmed |
| 5 | IXUS | ISHARES TR | $14.6M | 7.85% | 153,403 | Trimmed |
| 6 | DIVO | AMPLIFY ETF TR | $14.0M | 7.48% | 305,384 | Added |
| 7 | VFLO | VICTORY PORTFOLIOS II | $9.9M | 5.31% | 216,677 | Trimmed |
| 8 | TXUE | THORNBURG ETF TR | $9.3M | 4.97% | 268,675 | Trimmed |
| 9 | GRNY | TIDAL TRUST I | $4.3M | 2.30% | 155,502 | Trimmed |
| 10 | BALT | INNOVATOR ETFS TRUST | $4.3M | 2.29% | 124,615 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $4.0M | 2.14% | 125,694 | Added |
| 12 | SCHB | SCHWAB STRATEGIC TR | $3.1M | 1.66% | 107,175 | Trimmed |
| 13 | SCHZ | SCHWAB STRATEGIC TR | $2.6M | 1.38% | 111,587 | Trimmed |
| 14 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.4M | 0.77% | 28,136 | Trimmed |
| 15 | DYNF | BLACKROCK ETF TRUST | $961,389 | 0.52% | 14,136 | Added |
| 16 | TSLA | TESLA INC | $938,779 | 0.50% | 2,232 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $929,732 | 0.50% | 4,647 | Added |
| 18 | AAPL | APPLE INC | $873,846 | 0.47% | 3,020 | Trimmed |
| 19 | FETH | FIDELITY ETHEREUM FD | $804,708 | 0.43% | 51,125 | Added |
| 20 | AMZN | AMAZON COM INC | $798,439 | 0.43% | 3,350 | Trimmed |
| 21 | MUNI | PIMCO ETF TR | $597,589 | 0.32% | 11,361 | Hold |
| 22 | SGOL | ETFS GOLD TR | $579,185 | 0.31% | 15,150 | Added |
| 23 | GLD | SPDR GOLD TR | $573,568 | 0.31% | 1,557 | Hold |
| 24 | SLV | ISHARES SILVER TR | $532,935 | 0.29% | 9,967 | Trimmed |
| 25 | MINT | PIMCO ETF TR | $465,641 | 0.25% | 4,619 | Added |
Source: SEC Form 13F filings · as of 2026-06-30