Financial Designs Corp
Q4 2025 13F Holdings
- Locationclaremont, CA
- Num holdings
23
- Value ($000)
$176,567
- Date Filed01/23/2026
- Form type13F-HR
- CIK0001561383
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P TTL STK | 464287150 | $42.1M | 24 % | 283,163 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $27.2M | 15 % | 272,350 | ||
INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $14.15M | 8 % | 231,450 | ||
LISTED FDS TR | SWAN HEDGED EQTY | 53656F599 | $13.77M | 8 % | 546,153 | ||
AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $13.48M | 8 % | 302,840 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | $13.38M | 8 % | 158,026 | ||
STRATEGIC TRUST | RUNNING GWTH ETF | 48817R870 | $9.57M | 5 % | 287,120 | ||
VICTORY PORTFOLIOS II | SHARES FREE CASH | 92647X830 | $8.94M | 5 % | 226,911 | ||
THORNBURG ETF TR | INTL EQUITY ETF | 88521L306 | $8.77M | 5 % | 279,903 | ||
INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | $4.42M | 3 % | 131,897 |
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