StockDriftsStockDriftsTop 39 Financial Designs CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 24.06% | 281.1K | $46.7M | -0.05%(-153) | $102.29(+62.99%) | 2026-09-30 | |
| AGG | ISHARES TR | 14.54% | 298.8K | $28.2M | +3.63%(+10.46K) | $97.17(-2.12%) | 2026-09-30 | |
| HEGD | LISTED FDS TR | 8.52% | 615.9K | $16.5M | +1.36%(+8.29K) | $22.65(+18.93%) | 2026-09-30 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 8.14% | 226.8K | $15.8M | -0.33%(-758) | $49.36(+44.26%) | 2026-09-30 | |
| IXUS | ISHARES TR | 7.61% | 155.7K | $14.8M | +1.49%(+2.29K) | $64.17(+45.30%) | 2026-09-30 | |
| DIVO | AMPLIFY ETF TR | 7.4% | 309.1K | $14.4M | +1.23%(+3.75K) | $36.31(+31.57%) | 2026-09-30 | |
| VFLO | VICTORY PORTFOLIOS II | 5.94% | 225.5K | $11.5M | +4.09%(+8.87K) | $28.76(+88.22%) | 2026-09-30 | |
| TXUE | THORNBURG ETF TR | 5.26% | 294.5K | $10.2M | +9.60%(+25.78K) | $28.83(+19.89%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.75% | 77.2K | $5.3M | +445.98%(+63.04K) | $67.04(+2.86%) | 2026-09-30 | |
| GRNY | TIDAL TRUST I | 2.27% | 158.4K | $4.4M | +1.86%(+2.89K) | $24.87(+9.89%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.58% | +42.67% | — | — | +48.13% |
| Top 20 Holdings Unweighted | +16.90% | +59.77% | — | — | +63.24% |
Financial Designs CORP reports $194.22M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (24.1%), AGG (14.5%) and HEGD (8.5%). The top 20 holdings account for 96.53% of reported assets. Its disclosed equity book has returned +42.67% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Designs CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1561383). View Financial Designs CORP’s 13F filings on SEC