Friedenthal Financial

RIA/Wealth

Friedenthal Financial is a RIA/Wealth based in Marlton, NJ led by Mark Friedenthal, managing $193.7M across 267 long positions as of Q3 2025 with 75% ETF concentration and minimal technology exposure.

PresidentMark Friedenthal

Portfolio Value: $193.7M
Positions: 267
Top Holding: ITOT at 11.88%
Last Reported: Q3 2025

Address5000 Sagemore Drive, Suite 102, Marlton, NJ, 08053, United States

Top Holdings

Largest long holdings in Friedenthal Financial's portfolio (38.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$23.0M	11.88%	+$904.6K Bought	— 158.0K shares	Q2 2020 Held for 5y 5m
2 iShares 0-5 Year High Yield Corporate Bond SHYG	ETF ETF	$8.2M	4.23%	+$4.5M Bought	— 189.2K shares	Q2 2022 Held for 3y 5m
3 Schwab U.S. Small-Cap ETF SCHA	ETF ETF	$7.2M	3.70%	+$204.2K Bought	— 257.1K shares	Q4 2013 Held for 11y 11m
4 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$6.7M	3.46%	+$4.3M Bought	— 79.7K shares	Q2 2019 Held for 6y 5m
5 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$6.4M	3.30%	+$450.6K Bought	— 97.9K shares	Q1 2024 Held for 1y 8m
6 iShares 0-5 Year TIPS Bond STIP	ETF ETF	$5.3M	2.71%	+$390.1K Bought	— 50.8K shares	Q4 2021 Held for 3y 11m
7 Communication Services Select Sector SPDR Fund XLC	ETF ETF	$4.8M	2.49%	+$32.3K Bought	— 40.8K shares	Q4 2021 Held for 3y 11m
8 iShares Currency Hedged MSCI Emerging Markets HEEM	ETF ETF	$4.7M	2.41%	+$4.6M Bought	— 138.5K shares	Q4 2024 Held for 11 months
9 iShares MBS MBB	ETF ETF	$4.5M	2.34%	+$4.1M Bought	— 47.5K shares	Q2 2020 Held for 5y 5m
10 iShares Currency Hedged MSCI EAFE HEFA	ETF ETF	$4.5M	2.30%	+$4.4M Bought	— 112.5K shares	Q4 2024 Held for 11 months

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Changes

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

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Market Value

$193.7M

Prior: $182.4M

Q/Q Change

+6.15%

+$11.2M

Net Flows % of MV

-9.75%

Turnover Ratio

33.78%

New Purchases

29 stocks

$17.8M

Added To

68 stocks

+$30.2M

Sold Out Of

58 stocks

$44.7M

Reduced Holdings

40 stocks

-$22.2M

Increased Positions

Position	Shares Δ	Change
1 Estee Lauder Companies Inc. EL	New	0 → 12.1K +$1.1M
2 Idexx Laboratories IDXX	New	0 → 1.7K +$1.1M
3 Oshkosh OSK	New	0 → 8.0K +$1.0M
4 Celsius Holdings, Inc. CELH	New	0 → 18.0K +$1.0M
5 Rexford Industrial Realty REXR	New	0 → 24.7K +$1.0M

Decreased Positions

Position	Shares Δ	Change
1 iShares Convertible Bond ICVT	Sold	47.6K → 0 −$4.3M
2 Janus Henderson Short Duration Income VNLA	Sold	86.6K → 0 −$4.3M
3 Gilead Sciences GILD	Sold	9.2K → 0 −$1.0M
4 LPL Financial Holdings LPLA	Sold	2.7K → 0 −$1.0M
5 Walt Disney DIS	Sold	8.1K → 0 −$1.0M