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Friday Financial - Q4 2025 13F Filings

FR

Friday Financial

CIK: 0002048792
Address: Iowa Dubuque 600 Star Brewery Dr.
$283.65 M
Portfolio Value
90
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/09/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. ITOT Ishares Core S&P Total Us Stock Market Etf
+$10.63 M
2. BSVO Ea Bridgeway Omni Small-Cap Value Etf
+$3.24 M
3. VGIT Vanguard Intermediate-Term Treasury Etf
+$2.27 M
4. AVDV Avantis International Small Cap Value Etf
+$1.83 M
5. DFSD Dimensional Short-Duration Fixed Income Etf
+$1.76 M

Top Sells

Q4 2025
1. SCHF Schwab International Equity Etf
−$1.74 M
2. SCHZ Schwab Us Aggregate Bond Etf
−$498,761
3. JPIB Jpmorgan Intl Bnd Etf
−$430,042
4. MSTR Strategy
−$415,651
5. SPTL Spdr Portfolio Long Term Treasury Etf
−$342,535

Asset Allocation

Stocks/ETFs
+18.57%
$265.1 M 93.46%
Options
$0 0.00%
Debt
$0 0.00%
Other
+21.71%
$18.55 M 6.54%

Sector Allocation (Stocks)

Friday Financial Q4 2025 Filing Summary

Friday Financial filed its 13F report for Q4 2025 on January 09, 2026. The portfolio totaled 283.65 M reflecting a +18.77% change from the prior quarter, spanning 90 assets. The top 10 holdings comprised 65.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 5 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 Q4 2025 Filing

Friday Financial submitted their Form 13F-HR for the Q4 2025 period on 01/09/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Friday Financial reported a managed portfolio value of 283.65 M, consisting of 90 individual positions.

This page displays the raw filing documents. To see which stocks Friday Financial bought or sold during Q4 2025, please visit Friday Financial's Portfolio Analysis page.