Friedenthal Financial

Q1 2026 13F-HR Holdings

Location
Marlton, NJ
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
244
Total value ($000)
$199,456
Net value change ($000)
+5,008 (2.6%)
New positions
76
Sold out positions
83
Turnover %
46.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SGOV 6,215 NEW
TFLO 4,297 9765.9%
USFR 4,287 371.8%
MINT 4,100 992.7%
MRNA 1,096 NEW
LRCX 1,091 NEW
MU 1,089 NEW
BIIB 1,087 NEW
GS 1,087 NEW
IVZ 1,085 NEW
Top Reduces (Value $000, Stocks/ETFs)
VNLA -4,214 -100.0%
EMB -4,205 -99.8%
ICVT -4,192 -100.0%
LMBS -4,066 -49.2%
SPY -1,142 -79.5%
BND -1,102 -53.9%
IONS -1,038 -100.0%
KSS -1,036 -100.0%
BG -1,035 -100.0%
AMD -1,032 -99.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 390 (0.2% of total reported value)
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