StockDriftsStockDriftsTop 50 Friday Financial Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 21.43% | 650.4K | $108.4M | +24.26%(+126.96K) | $140.40(+18.74%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 8.03% | 1.13M | $40.6M | +49.18%(+372.17K) | $30.50(+16.67%) | 2026-09-30 | |
| BSVO | EA SERIES TRUST | 5.4% | 966.8K | $27.3M | +19.30%(+156.42K) | $23.23(+21.28%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 4.14% | 627.8K | $21.0M | +61.69%(+239.51K) | $30.37(+11.96%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.98% | 355.6K | $20.1M | +25.71%(+72.73K) | $59.02(-3.42%) | 2026-09-30 | |
| IDEV | ISHARES TR | 3.5% | 199.5K | $17.7M | +19.27%(+32.23K) | $75.52(+17.85%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.31% | 155.1K | $16.8M | +18.53%(+24.25K) | $80.93(+32.62%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.21% | 596.5K | $16.3M | +74.09%(+253.85K) | $24.98(+7.70%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.04% | 470.3K | $15.4M | +29.28%(+106.52K) | $28.81(+18.83%) | 2026-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 2.93% | 318.5K | $14.8M | +15.98%(+43.88K) | $47.53(-1.67%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.70% |
Friday Financial reports $505.80M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (21.4%), SCHG (8.0%) and BSVO (5.4%). The top 20 holdings account for 76.71% of reported assets. Its disclosed equity book has returned +28.41% cumulatively over 7 quarters. 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 Friday Financial’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2048792). View Friday Financial’s 13F filings on SEC