account_balance

Investment manager · 13F filer · SEC CIK 753967

Fig Financial Advisory Services Inc

Reported value$171Mas of Jun 30, 2026
Positions74 45 new, 33 sold out
Top 10 weight54.5%EHLS alone is 34%
FiledAug 1041 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
EHLS Tidal Trust II 33.8% Held
BILZ Pimco ETF Tr 3.0% New
CLOX Series Portfolios Tr 2.7% New
LMBS First Tr Exchange-traded Fd 2.5% New
BINC BlackRock ETF Trust II 2.5% New
FLMI Franklin Templeton ETF Tr 2.1% New
TSEC Touchstone ETF Trust 2.0% New
RPAR Tidal Trust I 2.0% New
HYZD Wisdomtree Tr 1.9% New
BKGI Bny Mellon ETF Trust 1.9% New
IYZ iShares Tr 1.8% New
AVGV American Centy ETF Tr 1.5% New

What changed

Biggest moves since Mar 31, 2026

Filed Aug 10, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • BILZ $5.2M
  • CLOX $4.63M
  • LMBS $4.32M
  • BINC $4.19M
arrow_upwardAdded
  • RISR +228%
  • WIP +195%
  • ETR +63%
  • WELL +63%
arrow_downwardTrimmed
  • NOK −76%
  • MT −68%
  • HGER −65%
  • SQM −55%
remove_circleSold out
  • ORR $13M
  • SDCI $3.94M
  • CGMU $2.76M
  • KRBN $2.25M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast