account_balance
Investment manager · 13F filer · SEC CIK 1667146
Ausdal Financial Partners, Inc.
Reported value$2.55Bas of Jun 30, 2026
Positions1,029 133 new, 68 sold out
Top 10 weight20.2%SHV alone is 4%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SHViShares Tr
3.5%Added +91%
CATCaterpillar Inc
2.8%
AAPLApple Inc
2.5%
SCHGSchwab Strategic Tr
2.0%Added +9%
QQQInvesco QQQ Tr
1.8%Added +36%
BILSPDR Series Trust
1.8%Added +11%
NVDANvidia Corporation
1.7%Added +3%
USFRWisdomtree Tr
1.6%Trimmed −26%
SPYState STR SPDR S&P 500 ETF T
1.2%Trimmed −10%
BUFRFirst Tr Exchng Traded Fd Vi
1.2%Added +5%
SPYMSPDR Series Trust
1.2%Added +8%
SCHDSchwab Strategic Tr
1.1%Trimmed −10%
SHViShares Tr
3.5%Added +91%
CATCaterpillar Inc
2.8%
AAPLApple Inc
2.5%
SCHGSchwab Strategic Tr
2.0%Added +9%
QQQInvesco QQQ Tr
1.8%Added +36%
BIL1.8%
NVDA1.7%USFR1.6%
SPY1.2%BUFR1.2%
SPYM1.2%
SCHD1.1%
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
SHV iShares Tr 3.5% Added +91%
CAT Caterpillar Inc 2.8% HeldAAPL Apple Inc 2.5% HeldSCHG Schwab Strategic Tr 2.0% Added +9%
QQQ Invesco QQQ Tr 1.8% Added +36%
BIL SPDR Series Trust 1.8% Added +11%
NVDA Nvidia Corporation 1.7% Added +3%USFR Wisdomtree Tr 1.6% Trimmed −26%
SPY State STR SPDR S&P 500 ETF T 1.2% Trimmed −10%BUFR First Tr Exchng Traded Fd Vi 1.2% Added +5%
SPYM SPDR Series Trust 1.2% Added +8%
SCHD Schwab Strategic Tr 1.1% Trimmed −10%
What changed