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Greg A. Morton

Financial Designs Corp

Assets Managed
$179.648M
Holdings
40
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
1.75%(2Q avg: 1.99%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Designs Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Financial Designs Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 179.648M in assets, with a quarterly growth rate of 1.75% and a 2-quarter average growth rate of 1.99%. The portfolio is managed by Greg A. Morton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 0.39%
22.54%
$40.486M
284,249 shares@ $142.43 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 0.25%
15.09%
$27.104M
273,029 shares@ $99.28 avg price
OMFL
Invesco Russell 1000 Dyn M F
Recent Activity
Increased 0.01%
7.75%
$13.916M
231,466 shares@ $60.13 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Decreased -0.09%
7.62%
$13.678M
157,872 shares@ $86.64 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Decreased -0.64%
7.52%
$13.495M
300,884 shares@ $44.85 avg price
HEGD
Swan Hedged Equity Us Lg Cap
Recent Activity
Increased 0.04%
7.52%
$13.495M
546,342 shares@ $24.7 avg price
RUNN
Running Oak Efficient Gr Etf
Recent Activity
Decreased -0.14%
5.15%
$9.235M
286,716 shares@ $32.21 avg price
TXUE
Thornburg Interntin Eqty Etf
Recent Activity
Decreased -1.21%
4.96%
$8.901M
276,500 shares@ $32.19 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Decreased -0.68%
4.96%
$8.897M
225,352 shares@ $39.49 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
Decreased -9.78%
2.22%
$3.982M
118,990 shares@ $33.47 avg price

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