Financial Designs Corp
RIA/Wealth
Financial Designs Corp is a RIA/Wealth based in Lavista, NE led by Nino Gabriel Pavan, reporting $454.5M in AUM as of Q3 2025 with 94% ETF concentration, 90% concentrated in top 10 holdings, and 25% allocation to ITOT.
PresidentNino Gabriel Pavan
- Portfolio Value
- $164.4M
- Positions
- 21
- Top Holding
- ITOT at 25.06%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Financial Designs Corp's portfolio (89.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $41.2M | 25.06% | +$1.4M Bought | — 276.6K shares | |
ETF ETF | $25.1M | 15.24% | +$1.1M Bought | — 249.3K shares | |
ETF ETF | $13.5M | 8.20% | +$271.8K Bought | — 224.2K shares | |
ETF ETF | $13.4M | 8.17% | +$126.3K Bought | — 528.3K shares | |
ETF ETF | $13.0M | 7.92% | +$1.2K Bought | — 289.9K shares | |
ETF ETF | $13.0M | 7.89% | +$391.1K Bought | — 154.5K shares | |
ETF ETF | $8.8M | 5.38% | +$720.3K Bought | — 267.4K shares | |
ETF ETF | $8.4M | 5.13% | +$338.6K Bought | — 223.0K shares | |
Unknown Unknown | $6.2M | 3.77% | +$31.1K Bought | — 187.6K shares | |
ETF ETF | $4.7M | 2.88% | +$332.6K Bought | — 91.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Financial Designs Corp's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+51.86% | |
+10.34% | |
+8.87% | |
+7.57% | |
+4.43% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Financial Designs Corp
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