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 $373.4M across 108 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITOT ($85.9M, 23.00%), SCHG ($26.0M, 6.95%), BSVO ($23.3M, 6.24%), VGIT ($16.6M, 4.44%), IDEV ($15.0M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $85.9M | 23.00% | 523,396 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $26.0M | 6.95% | 756,729 | Added |
| 3 | BSVO | EA SERIES TRUST | $23.3M | 6.24% | 810,376 | Added |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $16.6M | 4.44% | 282,864 | Added |
| 5 | IDEV | ISHARES TR | $15.0M | 4.00% | 167,276 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $13.6M | 3.64% | 130,837 | Added |
| 7 | SCHV | SCHWAB STRATEGIC TR | $13.3M | 3.57% | 388,248 | Added |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $13.1M | 3.51% | 274,581 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $11.8M | 3.17% | 363,808 | Added |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $11.6M | 3.12% | 297,223 | Added |
| 11 | CWI | SPDR INDEX SHS FDS | $10.7M | 2.86% | 265,560 | Added |
| 12 | SCHF | SCHWAB STRATEGIC TR | $9.4M | 2.52% | 342,615 | Added |
| 13 | VTIP | VANGUARD MALVERN FDS | $7.4M | 1.99% | 149,923 | Added |
| 14 | AAPL | APPLE INC | $6.3M | 1.70% | 20,403 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $6.0M | 1.62% | 16,325 | Trimmed |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $5.0M | 1.34% | 20,981 | Added |
| 17 | IWF | ISHARES TR | $4.5M | 1.21% | 37,180 | Added |
| 18 | AVUV | AMERICAN CENTY ETF TR | $4.5M | 1.20% | 36,362 | Added |
| 19 | DUHP | DIMENSIONAL ETF TRUST | $4.4M | 1.18% | 106,557 | Added |
| 20 | SPYV | SPDR SERIES TRUST | $4.0M | 1.08% | 64,969 | Added |
| 21 | UMBF | UMB FINL CORP | $4.0M | 1.07% | 27,445 | Added |
| 22 | DIHP | DIMENSIONAL ETF TRUST | $3.9M | 1.06% | 115,752 | Added |
| 23 | VXUS | VANGUARD STAR FDS | $3.9M | 1.03% | 45,529 | Added |
| 24 | QQQ | INVESCO QQQ TR | $2.8M | 0.75% | 3,966 | Added |
| 25 | HYMB | SPDR SERIES TRUST | $2.3M | 0.63% | 92,427 | Added |
Source: SEC Form 13F filings · as of 2026-06-30