13F Insight
DOSSIER · 13F-HR · Q3 2026

Friday Financial

$506M in tracked AUM across 119 positions as of Q3 2026.

FF
CIK 0002048792 · last filed Sep 30, 2026
Total AUM
$506M
as of Q3 2026
Holdings
119
+11 QoQ
positions
Whale Score
59
59
tracked
Activity
108
+15 new, −4 sold
changes this Q
AI Analysis · Q3 2026

Friday Financial filed its latest 13F-HR for Q3 2026. 108 position changes this quarter — 15 new, 4 exited, 86 added, 3 trimmed.

Quarter at a glance — Q3 2026

108 material changes this filing.

ADD
ITOTISHARES TR
+127K sh
+$22M
21.4%
ADD
SCHGSCHWAB STRATEGIC TR
+372K sh
+$15M
8.0%
ADD
SCHVSCHWAB STRATEGIC TR
+240K sh
+$8M
4.1%
ADD
VXUSVANGUARD STAR FDS
+84K sh
+$7M
2.2%
ADD
SCHFSCHWAB STRATEGIC TR
+254K sh
+$7M
3.2%
EXIT
DUHPDIMENSIONAL ETF TRUST
-107K sh
$-4M
—
ADD
IWFISHARES TR
+34K sh
+$4M
1.8%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$108M650K21.4%02
SCHG
SCHWAB STRATEGIC TR
$41M1.1M8.0%03
BSVO
EA SERIES TRUST
$27M967K5.4%04
SCHV
SCHWAB STRATEGIC TR
$21M628K4.1%05
VGIT
VANGUARD SCOTTSDALE FDS
$20M356K4.0%06
IDEV
ISHARES TR
$18M200K3.5%07
AVDV
AMERICAN CENTY ETF TR
$17M155K3.3%08
SCHF
SCHWAB STRATEGIC TR
$16M596K3.2%09
SCHD
SCHWAB STRATEGIC TR
$15M470K3.0%10
DFSD
DIMENSIONAL ETF TRUST
$15M318K2.9%

Filing history

2026Q3Sep 30
$506M▲ 35.4%
119 positionsView →2026Q2Jun 30
$373M▲ 28.7%
108 positionsView →2026Q1Mar 31
$290M▲ 2.3%
93 positionsView →2025Q4Dec 31
$284M▲ 18.8%
90 positionsView →2025Q3Sep 30
$239M▲ 21.5%
91 positionsLocked2025Q2Jun 30
$197M▲ 17.6%
86 positionsLocked2025Q1Mar 31
$167M▲ 15.2%
71 positionsLocked2024Q4Dec 31
$145M—
65 positionsLocked