Friday Financial logo

Friday Financial

RIA/Wealth

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.

CEORyan Edward Burbach
Portfolio Value
$238.8M
Positions
91
Top Holding
ITOT at 22.76%
Last Reported
Q3 2025
Address600 Star Brewery Drive, Suite 400, Dubuque, IA, 52001, United States

Top Holdings

Largest long holdings in Friday Financial's portfolio (61.5% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
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

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Friday Financial's latest filing

See all changes
Market Value
$238.8M
Prior: $196.6M
Q/Q Change
+21.5%
+$42.3M
Net Flows % of MV
+11.73%
Turnover Ratio
6.15%
New Purchases
6 stocks
$2.2M
Added To
45 stocks
+$26.5M
Sold Out Of
1 stocks
$246.6K
Reduced Holdings
10 stocks
-$443.7K

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
-31.08%
-20.39%
-8.94%
-2.43%

Analytics

Portfolio insights and performance metrics for Friday Financial

View analytics

Sector Allocation

ETF: 91.00%ETFTechnology: 3.20%Financial Services: 1.80%Consumer Cyclical: 0.90%Industrials: 0.70%Communication Services: 0.30%Consumer Defensive: 0.30%
ETF
91.00%
Technology
3.20%
Financial Services
1.80%
Consumer Cyclical
0.90%
Industrials
0.70%
Communication Services
0.30%
Consumer Defensive
0.30%

Market Cap Distribution

Mega Cap (> $200B): 5.20%Large Cap ($10B - $200B): 0.68%Mid Cap ($2B - $10B): 1.27%Nano Cap (< $50M): 0.02%N/A (ETF or Unknown): 92.84%N/A (ETF or Unknown)
Mega Cap (> $200B)
5.20%
Large Cap ($10B - $200B)
0.68%
Mid Cap ($2B - $10B)
1.27%
Nano Cap (< $50M)
0.02%
N/A (ETF or Unknown)
92.84%

Portfolio Concentration

Top 10 Holdings %
61.51%
Top 20 Holdings %
79.83%
Top 50 Holdings %
93.71%
Top 100 Holdings %
100.0%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.