Friedenthal Financial
CIK 0001598611 · MARLTON, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source ↗
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
Top Holdings
ITOT
ISHARES TR
11.9%
SCHA
SCHWAB STRATEGIC TR
4.1%
IJH
ISHARES TR
3.5%
STIP
ISHARES TR
2.9%
HEEM
ISHARES INC
2.8%
HEFA
ISHARES TR
2.6%
RSPM
INVESCO EXCHANGE TRADED FD T
2.3%
SHYG
ISHARES TR
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.