StockDriftsStockDriftsTop 50 Friday Financial Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 23% | 523.4K | $85.9M | +12.65%(+58.79K) | $134.37(+26.20%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 6.95% | 756.7K | $26.0M | +20.12%(+126.74K) | $28.34(+26.25%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 6.24% | 810.4K | $23.3M | +5.11%(+39.43K) | $22.19(+34.45%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.44% | 282.9K | $16.6M | +26.28%(+58.86K) | $59.32(-1.61%) | 2026-06-30 | |
| IDEV | ISHARES TR | 4% | 167.3K | $15.0M | +14.05%(+20.61K) | $72.88(+28.07%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.64% | 130.8K | $13.6M | +11.17%(+13.14K) | $76.24(+44.00%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.57% | 388.2K | $13.3M | +23.50%(+73.89K) | $28.09(+24.60%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.51% | 274.6K | $13.1M | +24.88%(+54.71K) | $47.60(-0.38%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.17% | 363.8K | $11.8M | +9.78%(+32.40K) | $27.85(+23.13%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.12% | 297.2K | $11.6M | +10.05%(+27.14K) | $28.98(+35.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.26% |
Friday Financial reports $373.45M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (23.0%), SCHG (7.0%) and BSVO (6.2%). The top 20 holdings account for 78.34% of reported assets. Its disclosed equity book has returned +27.74% cumulatively over 6 quarters. Figures reflect the Q2 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