Institutional Fund
Friedenthal Financial
Marlton, NJCIK 15986115 filings on record
Portfolio Value
$199.07M
Q1 2026
Holdings
243
Reported positions
New Buys
76
Opened this quarter
QoQ Change
+2.6%
from $194.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.0%
- Schwab Strategic Tr3.6%
- Ishares Tr3.3%
- Ishares Tr3.1%
- Ishares Tr3.0%
- Wisdomtree Tr2.7%
- Other73.3%
Portfolio Holdings
243 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 153.8K | $21.91M | 11.0% | +5.2K | Added |
| 2 | Schwab Strategic Tr | 247.4K | $7.19M | 3.6% | +3.0K | Added |
| 3 | Ishares Tr | 96.1K | $6.49M | 3.3% | +1.1K | Added |
| 4 | Ishares Tr | 61.7K | $6.21M | 3.1% | +61.7K | New |
| 5 | Ishares Tr | 57.3K | $5.93M | 3.0% | +2.4K | Added |
| 6 | Wisdomtree Tr | 108.1K | $5.44M | 2.7% | +85.2K | Added |
| 7 | Ishares Inc | 136.7K | $5.05M | 2.5% | −15 | Reduced |
| 8 | Invesco Exchange Traded Fd T | 127.9K | $4.95M | 2.5% | −429 | Reduced |
| 9 | Ishares Tr | 116.4K | $4.95M | 2.5% | +4.3K | Added |
| 10 | Ishares Tr | 108.6K | $4.60M | 2.3% | +5.2K | Added |
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