Financial Designs Corp Top Holdings and 13F Report (2026) About Financial Designs CorpInvestment ActivityFinancial Designs Corp has $179.65 million in total holdings as of March 31, 2026.Financial Designs Corp owns shares of 40 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.31% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Financial Designs Corp has purchased 23 new stocks and bought additional shares in 9 stocks.Financial Designs Corp sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $40,485,585iShares Core U.S. Aggregate Bond ETF $27,103,589Invesco Russell 1000 Dynamic Multifactor ETF $13,915,736iShares Core MSCI Total International Stock ETF $13,678,030Swan Hedged Equity US Large Cap ETF $13,494,647 Largest New Holdings this Quarter 88160R101 - Tesla $795,545 Holding67066G104 - NVIDIA $790,843 Holding037833100 - Apple $776,808 Holding023135106 - Amazon.com $700,829 Holding78463V107 - SPDR Gold Shares $669,962 Holding Largest Purchases this Quarter Tesla 2,140 shares (about $795.55K)NVIDIA 4,535 shares (about $790.84K)Apple 3,061 shares (about $776.81K)Amazon.com 3,365 shares (about $700.83K)SPDR Gold Shares 1,557 shares (about $669.96K) Largest Sales this Quarter Innovator Defined Wealth Shield ETF 12,907 shares (about $431.93K)Edison International 5,677 shares (about $415.42K)Schwab US Broad Market ETF 4,683 shares (about $117.54K)THORNBURG ETF TR 3,403 shares (about $109.54K)Amplify CWP Enhanced Dividend Income ETF 1,956 shares (about $87.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Designs Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$40,485,585$154,679 â–²0.4%284,24922.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$27,103,589$67,404 â–²0.2%273,02915.1%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$13,915,736$962 â–²0.0%231,4667.7%ETFIXUSiShares Core MSCI Total International Stock ETF$13,678,030$13,343 â–¼-0.1%157,8727.6%ManufacturingHEGDSwan Hedged Equity US Large Cap ETF$13,494,647$4,668 â–²0.0%546,3427.5%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$13,494,647$87,727 â–¼-0.6%300,8847.5%ETFRUNNRunning Oak Efficient Growth ETF$9,235,122$13,013 â–¼-0.1%286,7165.1%ETFTHORNBURG ETF TR$8,900,535$109,543 â–¼-1.2%276,5005.0%INTL EQUITY ETFVFLOVictoryShares Free Cash Flow ETF$8,896,897$61,549 â–¼-0.7%225,3525.0%ETFBALTInnovator Defined Wealth Shield ETF$3,982,001$431,933 â–¼-9.8%118,9902.2%ETFTIDAL TRUST I$3,912,365$404,310 â–²11.5%163,9032.2%FUNDSTRAT GRANNYSCHDSchwab US Dividend Equity ETF$3,697,523$28,778 â–²0.8%120,5192.1%ETFSCHBSchwab US Broad Market ETF$2,821,813$117,543 â–¼-4.0%112,4231.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,669,580$3,251 â–¼-0.1%114,9691.5%ETFFIDELITY WISE ORIGIN BITCOIN$1,783,237$43,623 â–¼-2.4%30,2091.0%SHSFIDELITY ETHEREUM FD$960,188$13,969 â–¼-1.4%45,9860.5%SHSDYNFiShares U.S. Equity Factor Rotation Active ETF$811,495$145,974 â–²21.9%13,9480.5%ETFTSLATesla$795,545$795,545 â–²New Holding2,1400.4%Auto/Tires/TrucksNVDANVIDIA$790,843$790,843 â–²New Holding4,5350.4%Computer and TechnologyAAPLApple$776,808$776,808 â–²New Holding3,0610.4%Computer and TechnologyAMZNAmazon.com$700,829$700,829 â–²New Holding3,3650.4%Retail/WholesaleSLViShares Silver Trust$698,026$10,153 â–²1.5%10,2440.4%ETFGLDSPDR Gold Shares$669,962$669,962 â–²New Holding1,5570.4%FinanceEIXEdison International$641,755$415,421 â–¼-39.3%8,7700.4%UtilitiesMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$592,9310.0%11,3610.3%ETFSGOLabrdn Physical Gold Shares ETF$588,761$8,835 â–²1.5%13,1950.3%ETFNOCNorthrop Grumman$411,391$411,391 â–²New Holding6030.2%AerospaceSCHXSchwab US Large-Cap ETF$363,3700.0%14,1720.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$356,420$356,420 â–²New Holding3,5440.2%ETFFTLSFirst Trust Long/Short Equity ETF$289,250$289,250 â–²New Holding4,1110.2%ETFRSPInvesco S&P 500 Equal Weight ETF$279,244$279,244 â–²New Holding1,4550.2%ETFGRBKGreen Brick Partners$267,468$267,468 â–²New Holding4,1500.1%FinanceSRESempra Energy$247,742$247,742 â–²New Holding2,5500.1%UtilitiesWELLWelltower$241,997$241,997 â–²New Holding1,2240.1%FinanceAZOAutoZone$236,445$236,445 â–²New Holding700.1%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$220,311$220,311 â–²New Holding7,1160.1%ETFDISWalt Disney$217,984$217,984 â–²New Holding2,2620.1%Consumer DiscretionaryAVGOBroadcom$208,919$208,919 â–²New Holding6750.1%Computer and TechnologyETF OPPORTUNITIES TRUST$110,829$110,829 â–²New Holding10,0480.1%REX OSPREY XRPSLSSELLAS Life Sciences Group$98,673$98,673 â–²New Holding23,3270.1%MedicalPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$0$644,171 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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