Data as of Q4 2025 (Dec 31, 2025)

Ausdal Financial Partners, Inc.

•CIK: 1667146•Filing: Q4 2025

Ausdal Financial Partners, Inc. manages $2.2B across a diversified portfolio of 941 positions. The fund maintains significant exposure to technology and growth sectors, highlighted by top holdings including AAPL at $59.6M and SHV at $57.7M. Notable allocations also include SCHG ($45.2M) and CAT ($39.1M), indicating a strategic tilt toward large-cap growth and sector-specific opportunities. This concentration suggests a conviction-driven approach targeting established market leaders.

Total AUM
$2.2B
QoQ Performance
+6.2%
Positions
519
Top 10 Concentration
23.7%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL2.8%
SHV2.7%
SCHG2.1%
CAT1.8%
NVDA1.8%
NDQ1.6%
USFR1.6%
SPYM1.4%

📈 Biggest Buys

GDEC
FIRST TR EXCHNG TRADED FD VI
NEW
0.7% of portfolio
IWM
ISHARES TR
+385.2%
0.8% of portfolio
AKRE
PROFESIONALLY MANAGED PORTFO
NEW
0.5% of portfolio
SHV
ISHARES TR
+16.9%
2.7% of portfolio
FESM
FIDELITY COVINGTON TRUST
NEW
0.3% of portfolio

📉 Biggest Sells

SPY
SPDR S&P 500 ETF TR
-15.3%
1.1% of portfolio
VOO
VANGUARD INDEX FDS
-17.0%
0.6% of portfolio
YEAR
AB ACTIVE ETFS INC
-26.2%
0.4% of portfolio
AGG
ISHARES TR
-21.7%
0.3% of portfolio
SCHD
SCHWAB STRATEGIC TR
-6.5%
1.3% of portfolio

Sector Breakdown

Other73.6%
Technology11.4%
Consumer4.0%
ETF3.3%
Industrial3.2%
Financial1.8%
Healthcare1.6%
Communication0.4%

🚪 Exited Positionssold since Q3 2025

VXX
BARCLAYS BANK PLC
SOLD
$21.4M
GSEP
FIRST TR EXCHNG TRADED FD VI
SOLD
$17.6M
BSCR
INVESCO EXCH TRD SLF IDX FD
SOLD
$7.6M
EFA
ISHARES TR
SOLD
$7.0M
DSEP
FIRST TR EXCHNG TRADED FD VI
SOLD
$5.5M
+735 more exited positions

Changes from Q3 2025

NEW10 new positions
↑122 increased
↓67 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AAPL2.8%
APPLE INC
$59.6M
SHV2.7%
ISHARES TR
$57.7M
SCHG2.1%
SCHWAB STRATEGIC TR
$45.2M
CAT1.8%
CATERPILLAR INC
$39.1M
NVDA1.8%
NVIDIA CORPORATION
$38.0M

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