Friday Financial
All 13F Filings
- Location
- Dubuque, IA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 290,205
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 93 | 290,205 | 13F-HR | Friday Financial |
| Q4 2025 | 1/9/2026 | 90 | 283,648 | 13F-HR | Friday Financial |
| Q3 2025 | 10/7/2025 | 91 | 238,816 | 13F-HR | Friday Financial |
| Q2 2025 | 7/14/2025 | 86 | 196,564 | 13F-HR | Friday Financial |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.34 K | 13.9% | 0 | 184.5 K | -184.5 K |
| ETFs | 249.9 K | 86.1% | 191.1 K | 0 | 191.1 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
290,205
Holdings
93
QoQ value change ($000)
6,557
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.