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Filers›Asset Manager›Friedenthal Financial
DOSSIER · 13F-HR · Q1 2026

Friedenthal Financial

Friedenthal Financial's asset manager based in San Francisco, CA — $199M in tracked AUM across 244 positions as of Q1 2026.

FF
Friedenthal Financial·San Francisco, CA·Asset Manager
CIK 0001598611 · last filed Mar 31, 2026
Total AUM
$199M
▲ 0.4%
vs prior
Holdings
244
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Friedenthal Financial filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$22M154K11.0%
02
SCHA
SCHWAB STRATEGIC TR
$7M247K3.6%
03
IJH
ISHARES TR
$6M96K3.3%
04
SGOV
ISHARES TR
$6M62K3.1%
05
STIP
ISHARES TR
$6M57K3.0%
06
USFR
WISDOMTREE TR
$5M108K2.7%
07
HEEM
ISHARES INC
$5M137K2.5%
08
RSPM
INVESCO EXCHANGE TRADED FD T
$5M128K2.5%
09
HEFA
ISHARES TR
$5M116K2.5%
10
SHYG
ISHARES TR
$5M109K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Friedenthal
haiku-4-5 · 244 positions indexed
Sector mix
  • Tech5%
  • Health Care47%
  • Communications12%
  • Industrials18%
  • Energy18%
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