Claudia Saia

Friedenthal Financial

Assets Managed

$216.587M

Holdings

253

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

8.59%(2Q avg: 5.59%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Friedenthal Financial's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 253 positions.

Assets under management

The assets under management (AUM) of Friedenthal Financial over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 216.587M in assets, with a quarterly growth rate of 8.59% and a 2-quarter average growth rate of 5.59%. The portfolio is managed by Claudia Saia, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ITOT Ishares Core S&p Total U.s. Recent Activity Increased 1.83%	11.89%	$25.734M 156,657 shares@ $164.27 avg price	Increased 1.83%
SCHA Schwab Us Small-cap Etf Recent Activity Decreased -0.12%	4.13%	$8.927M 247,084 shares@ $36.14 avg price	Decreased -0.12%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 2.22%	3.5%	$7.575M 98,239 shares@ $77.12 avg price	Increased 2.22%
STIP Ishares 0-5 Year Tips Bond E Recent Activity Increased 5.61%	2.86%	$6.185M 60,547 shares@ $102.17 avg price	Increased 5.61%
HEEM Ishares Crncy Hedgd Msci Em Recent Activity Decreased -2.03%	2.77%	$5.992M 133,965 shares@ $44.74 avg price	Decreased -2.03%
HEFA Isha Curr Hedged Msci Eafe Recent Activity Increased 3.24%	2.61%	$5.638M 120,140 shares@ $46.93 avg price	Increased 3.24%
RSPM Invesco S&p 500 Equal Weight Recent Activity Increased 2.27%	2.34%	$5.055M 130,830 shares@ $38.65 avg price	Increased 2.27%
SHYG Ishares 0-5 Yr Hy Corp Bond Recent Activity Increased 7.56%	2.29%	$4.956M 116,854 shares@ $42.42 avg price	Increased 7.56%
MINT Pimco Enhanced Short Maturit Recent Activity Increased 4.37%	2.18%	$4.722M 46,836 shares@ $100.82 avg price	Increased 4.37%
BNDX Vanguard Total Intl Bond Etf Recent Activity Increased 5.87%	2.14%	$4.634M 95,678 shares@ $48.44 avg price	Increased 5.87%

1-10 of 253