Institutional Fund
Ausdal Financial Partners, Inc.
Davenport, IACIK 16671465 filings on record
Portfolio Value
$2.24B
Q1 2026
Holdings
964
Reported positions
New Buys
98
Opened this quarter
QoQ Change
+3.8%
from $2.16B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr2.5%
- Apple Inc2.5%
- Caterpillar Inc2.2%
- Ishares Tr2.1%
- Schwab Strategic Tr1.8%
- Spdr Series Trust1.8%
- Other87.1%
Portfolio Holdings
964 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 1.12M | $56.41M | 2.5% | +456.0K | Added |
| 2 | Apple Inc | 218.9K | $55.56M | 2.5% | −182 | Reduced |
| 3 | Caterpillar Inc | 68.0K | $48.19M | 2.2% | −275 | Reduced |
| 4 | Ishares Tr | 427.1K | $47.15M | 2.1% | −96.8K | Reduced |
| 5 | Schwab Strategic Tr | 1.40M | $40.93M | 1.8% | +18.3K | Added |
| 6 | Spdr Series Trust | 445.3K | $40.81M | 1.8% | +124.8K | Added |
| 7 | Nvidia Corporation | 207.7K | $36.22M | 1.6% | +3.7K | Added |
| 8 | Spdr S&P 500 ETF Tr | 47.2K | $30.72M | 1.4% | +12.5K | Added |
| 9 | Schwab Strategic Tr | 966.9K | $29.67M | 1.3% | −42.6K | Reduced |
| 10 | Invesco Qqq Tr | 46.4K | $26.78M | 1.2% | −11.0K | Reduced |
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