Friday Financial - Portfolio overview

Friday Financial has 99 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 22.66%
2. BSVO - EA SERIES TRUST, 6.70%
3. SCHG - SCHWAB STRATEGIC TR, 6.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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