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.
Friday Financial (CIK 2048792) reported $290.2M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($66.2M, 22.80%), BSVO ($19.6M, 6.74%), SCHG ($18.4M, 6.32%), VGIT ($13.3M, 4.60%), IDEV ($12.3M, 4.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $66.2M | 22.80% | 464,604 | Added |
| 2 | BSVO | EA SERIES TRUST | $19.6M | 6.74% | 770,945 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $18.4M | 6.32% | 629,990 | Added |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $13.3M | 4.60% | 224,003 | Added |
| 5 | IDEV | ISHARES TR | $12.3M | 4.22% | 146,666 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $11.8M | 4.05% | 117,695 | Added |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $10.5M | 3.63% | 219,871 | Added |
| 8 | SCHD | SCHWAB STRATEGIC TR | $10.2M | 3.50% | 331,409 | Added |
| 9 | CWI | SPDR INDEX SHS FDS | $9.6M | 3.31% | 262,616 | Added |
| 10 | SCHV | SCHWAB STRATEGIC TR | $9.6M | 3.30% | 314,360 | Added |
| 11 | DFEM | DIMENSIONAL ETF TRUST | $9.3M | 3.22% | 270,082 | Trimmed |
| 12 | VTIP | VANGUARD MALVERN FDS | $6.3M | 2.17% | 126,167 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $5.3M | 1.83% | 16,571 | Added |
| 14 | SCHF | SCHWAB STRATEGIC TR | $4.9M | 1.70% | 199,229 | Added |
| 15 | AAPL | APPLE INC | $4.6M | 1.60% | 18,241 | Hold |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $4.1M | 1.40% | 18,913 | Added |
| 17 | DUHP | DIMENSIONAL ETF TRUST | $3.6M | 1.23% | 97,447 | Added |
| 18 | IWF | ISHARES TR | $3.6M | 1.22% | 8,329 | Added |
| 19 | VXUS | VANGUARD STAR FDS | $3.5M | 1.19% | 44,857 | Added |
| 20 | DIHP | DIMENSIONAL ETF TRUST | $3.4M | 1.16% | 104,503 | Added |
| 21 | AVUV | AMERICAN CENTY ETF TR | $3.4M | 1.16% | 30,560 | Added |
| 22 | SPYV | SPDR SERIES TRUST | $3.4M | 1.16% | 59,709 | Added |
| 23 | UMBF | UMB FINL CORP | $2.9M | 1.01% | 25,912 | Added |
| 24 | HYMB | SPDR SERIES TRUST | $2.2M | 0.77% | 90,138 | Added |
| 25 | IBIT | ISHARES BITCOIN TRUST ETF | $1.8M | 0.61% | 46,288 | Added |
Source: SEC Form 13F filings · as of 2026-03-31