
Friday Financial is a RIA/Wealth based in Dubuque, IA led by Ryan Edward Burbach, managing $238.8M across 91 long positions as of Q3 2025 with 91% ETF concentration, 62% concentrated in top 10 holdings, and 23% allocation to ITOT.
Largest long holdings in Friday Financial's portfolio (61.5% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $54.4M | 22.76% | +$6.9M Bought | — 373.2K shares | |
ETF ETF | $18.4M | 7.71% | +$2.4M Bought | — 577.3K shares | |
ETF ETF | $13.0M | 5.44% | +$1.7M Bought | — 573.2K shares | |
ETF ETF | $11.0M | 4.62% | +$1.2M Bought | — 183.8K shares | |
ETF ETF | $9.8M | 4.11% | +$1.2M Bought | — 122.5K shares | |
ETF ETF | $8.5M | 3.57% | +$836.1K Bought | — 95.8K shares | |
ETF ETF | $8.3M | 3.48% | — | — 237.8K shares | |
ETF ETF | $8.0M | 3.37% | +$1.4M Bought | — 276.3K shares | |
ETF ETF | $7.9M | 3.29% | +$820.1K Bought | — 163.2K shares | |
ETF ETF | $7.5M | 3.16% | +$715.8K Bought | — 235.1K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Friday Financial's latest filing
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
| Position | Shares Δ |
|---|---|
Sold | |
-31.08% | |
-20.39% | |
-8.94% | |
-2.43% |
Portfolio insights and performance metrics for Friday Financial
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