Ausdal Financial Partners, Inc.

Q4 2025 13F-HR Detailed Holdings

Location
Davenport, IA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
1,645
Total value ($000)
$2,155,275
Net value change ($000)
+95,256 (4.6%)
New positions
91
Sold out positions
75
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 11/14/2025 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GDEC 14,707 NEW
AKRE 10,291 NEW
SHV 8,178 16.5%
FESM 7,170 NEW
BSCS 6,948 NEW
MU 6,626 284.1%
IWM 6,626 58.7%
USDU 6,335 185.0%
IJS 6,234 1586.3%
RSP 5,256 43.6%
Top Reduces (Value $000, Stocks/ETFs)
ATMP -21,429 -100.0%
GSEP -17,314 -98.5%
IBIT -7,742 -71.7%
EFA -5,936 -85.2%
BSCR -5,752 -75.3%
DSEP -5,475 -100.0%
EXAS -4,760 -95.6%
PFIX -4,144 -100.0%
VTY -3,858 -100.0%
SPY -3,619 -13.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 UX Wealth Partners LLC