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Friday Financial
FRIDAY FINANCIAL is a US-based investment adviser headquartered in Dubuque, Iowa. Registered with the SEC in 2024, the firm manages assets for individual and institutional clients. With 5 employees, all of whom are investment professionals, the firm provides customized securities advice and portfolio management, focusing on delivering tailored solutions to its clients.
Investment Strategy
FRIDAY FINANCIAL provides investment advisory services, constructing and managing diversified portfolios tailored to the risk tolerance and investment objectives of its clients. The firm focuses on disciplined asset allocation and security selection, aiming for long-term capital appreciation and prudent risk management. It operates in a transparent, fiduciary capacity and reportedly does not act as a broker, ensuring alignment with client interests at all times.
Latest 13F Filing Activity
Friday Financial filed their most recent 13F report on Sep 30, 2025 disclosing 91 equity positions with a total 13F market value of $239M. The fund increased holdings in Ishares TR, Schwab Strategic TR, Schwab Strategic TR among other positions. Friday Financial reduced exposure to Hartford FDS Exchange Traded, J P Morgan Exchange Traded F, Strategy Inc. among others.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 22.76% | $54.4M | 373,175 | $130.38 | $145.65 | +$10.4M |
S SCHG | SCHWAB STRATEGIC TR | 7.71% | $18.4M | 577,286 | $28.32 | $31.91 | +$3.7M |
B BSVO | EA SERIES TRUST | 5.44% | $13.0M | 573,223 | $21.36 | $22.65 | +$2.8M |
V VGIT | VANGUARD SCOTTSDALE FDS | 4.62% | $11.0M | 183,777 | $58.63 | $60.03 | +$1.2M |
I IDEV | ISHARES TR | 4.11% | $9.8M | 122,461 | $67.98 | $80.17 | +$1.6M |
Industry Allocation
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