Friedenthal Financial

CIK 0001598611 · MARLTON, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

Friedenthal Financial reported 254 positions worth $216.6M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: ITOT (11.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$216.6M
2026 Q2
Positions
254
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.7%
Est. Net Flow (Q)
2026 Q2
10 / 254 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ITOTISHARES TRSH$25.7M11.88%156,657
2SCHASCHWAB STRATEGIC TRSH$8.9M4.12%247,084
3IJHISHARES TRSH$7.6M3.50%98,239
4STIPISHARES TRSH$6.2M2.86%60,547
5HEEMISHARES INCSH$6.0M2.77%133,965
6HEFAISHARES TRSH$5.6M2.60%120,140
7RSPMINVESCO EXCHANGE TRADED FD TSH$5.1M2.33%130,830
8SHYGISHARES TRSH$5.0M2.29%116,854
9MINTPIMCO ETF TRSH$4.7M2.18%46,836
10BNDXVANGUARD CHARLOTTE FDSSH$4.6M2.14%95,678

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Friedenthal Financial hold as of Q2 2026?

Friedenthal Financial reported 254 positions worth $216.6M in its Q2 2026 13F filing. Largest positions: ITOT (11.9%), SCHA (4.1%), IJH (3.5%), STIP (2.9%) and HEEM (2.8%).

What did Friedenthal Financial buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Friedenthal Financial sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.