account_balance

Investment manager · 13F filer · SEC CIK 1561383

Financial Designs Corp

Reported value$194Mas of Sep 30, 2026

Positions39 1 new, 3 sold out

Top 10 weight86.5%ITOT alone is 24%

FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

ITOTiShares Tr

24.1%

AGGiShares Tr

14.5%Added +4%

HEGDListed FDS Tr

8.5%

OMFLInvesco Exch TRD SLF Idx Fd

8.1%

IXUSiShares Tr

7.6%

DIVOAmplify ETF Tr

7.4%

VFLOVictory Portfolios II

5.9%+4%

TXUEThornburg ETF Tr

5.3%Added +10%

DYNFBlackRock ETF Trust

2.8%Added +446%

GRNYTidal Trust I

2.3%

BALTInnovator Etfs Trust

2.3%

SCHBSchwab Strategic Tr

2.1%+30%

ITOTiShares Tr

24.1%

AGGiShares Tr

14.5%+4%

HEGDListed FDS Tr

8.5%

OMFLInvesco Exch TRD SLF Idx Fd

8.1%

IXUSiShares Tr

7.6%

DIVOAmplify ETF Tr

7.4%

VFLO5.9%

TXUE5.3%

DYNF

BALT

SCHB

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

ITOT iShares Tr 24.1% Held

AGG iShares Tr 14.5% Added +4%

HEGD Listed FDS Tr 8.5% Held

OMFL Invesco Exch TRD SLF Idx Fd 8.1% Held

IXUS iShares Tr 7.6% Held

DIVO Amplify ETF Tr 7.4% Held

VFLO Victory Portfolios II 5.9% Added +4%

TXUE Thornburg ETF Tr 5.3% Added +10%

DYNF BlackRock ETF Trust 2.8% Added +446%

GRNY Tidal Trust I 2.3% Held

BALT Innovator Etfs Trust 2.3% Held

SCHB Schwab Strategic Tr 2.1% Added +30%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 10, 2026 filing

add_circleNew

MSFT $297K

arrow_upwardAdded

DYNF +446%
SCHB +30%
TXUE +10%
FETH +8%

arrow_downwardTrimmed

SCHD −75%

remove_circleSold out

SRE $237K
AZO $224K
XRPR $86.2K

Financial Designs Corp

Where the money is

Biggest moves since Jun 30, 2026

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