Financial Designs Corp - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Financial Designs Corp held in its portfolio 23 assets valued at $176,567,029 (i.e. $176.57M).

The most valuable assets in the portfolio included: ISHARES TR ($42.10M), ISHARES TR ($27.20M), and INVESCO EXCH TRD SLF IDX FD ($14.15M).

The chart below shows the top 10 valuable assets, and the table below shows the top 23 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Financial Designs Corp Portfolio

ISHARES TR

INVESCO EXCH TRD SLF IDX FD

LISTED FDS TR

AMPLIFY ETF TR

ISHARES TR

STRATEGIC TRUST

VICTORY PORTFOLIOS II

THORNBURG ETF TR

INNOVATOR ETFS TRUST

Financial Designs Corp - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ISHARES TR	283163	42103506	CORE S&P TTL STK
ISHARES TR	272350	27202318	CORE US AGGBD ET
INVESCO EXCH TRD SLF IDX FD	231450	14148539	RUSL 1000 DYNM
LISTED FDS TR	546153	13768517	SWAN HEDGED EQTY
AMPLIFY ETF TR	302840	13476380	CWP ENHANCED DIV
ISHARES TR	158026	13375321	CORE MSCI TOTAL
STRATEGIC TRUST	287120	9572581	RUNNING GWTH ETF
VICTORY PORTFOLIOS II	226911	8935755	SHARES FREE CASH
THORNBURG ETF TR	279903	8774959	INTL EQUITY ETF
INNOVATOR ETFS TRUST	131897	4419868	DEFINED WLT SHLD
TIDAL TRUST I	146965	3638853	FUNDSTRAT GRANNY
SCHWAB STRATEGIC TR	119581	3280107	US DIVIDEND EQ
SCHWAB STRATEGIC TR	117106	3071693	US BRD MKT ETF
SCHWAB STRATEGIC TR	115109	2690097	US AGGREGATE B
FIDELITY WISE ORIGIN BITCOIN	30948	2359166	SHS
FIDELITY ETHEREUM FD	46655	1381455	SHS
EDISON INTL	14447	867101	COM
BLACKROCK ETF TRUST	11439	695606	ISHARES US EQUIT
ISHARES SILVER TR	10095	650320	ISHARES
PACER FDS TR	12331	644171	LUNT LRGCP MULTI
PIMCO ETF TR	11361	595430	INTER MUN BD ACT
ETFS GOLD TR	12997	533917	PHYSCL GOLD SHS
SCHWAB STRATEGIC TR	14172	381369	US LRG CAP ETF