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Friday Financial - Q1 2026 13F Filings

FR

Friday Financial

CIK: 0002048792
Address: Iowa Dubuque 600 Star Brewery Dr.
$290.2 M
Portfolio Value
93
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/09/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IDEV Ishares Core Msci Dev Mkts
+$12.26 M
2. VTIP Vanguard Short-Term Tips
+$6.3 M
3. ITOT Ishares Core S&P Total Us Stock Market Etf
+$2.84 M
4. BSVO Ea Bridgeway Omni Small-Cap Value Etf
+$1.49 M
5. DFSD Dimensional Short-Duration Fixed Income Etf
+$952,474.81

Top Sells

Q1 2026
1. DFEM Dimensional Emerging Markets Core Equity 2 Etf
−$239,396.74
2. DFSV Dimensional Us Small Cap Value Etf
−$238,061.73
3. ORCL Oracle Corporation
−$202,901
4. CMBM Cambium Networks Corporation
−$76,588
5. IWO Ishares Russell 2000 Growth Etf
−$76,577.88

Asset Allocation

Stocks/ETFs
+9.47%
$290.2 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Friday Financial Q1 2026 Filing Summary

Friday Financial filed its 13F report for Q1 2026 on April 16, 2026. The portfolio totaled 290.2 M reflecting a +2.31% change from the prior quarter, spanning 93 assets. The top 10 holdings comprised 62.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Friday Financial’s Q1 2026 Filing

Friday Financial submitted their Form 13F-HR for the Q1 2026 period on 04/16/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Friday Financial reported a managed portfolio value of 290.2 M, consisting of 93 individual positions.

This page displays the raw filing documents. To see which stocks Friday Financial bought or sold during Q1 2026, please visit Friday Financial's Portfolio Analysis page.