Ausdal Financial Partners, Inc.

Registered adviser

CIK

1667146

Location

Davenport, IA

Portfolio Value

Mid $2,553,993,561

Diversification

Diversified

Files via

Advyzon Investment Management, LLC ADHESION WEALTH ADVISOR SOLUTIONS, INC. ENVESTNET ASSET MANAGEMENT INC Geowealth Management, LLC Orion Portfolio Solutions

Filing Date

Global Rank

#1,387 / 8,819 ▼ 7

Top Industry

Semiconductors 12.9%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 7995

Roster of Oct 1, 2026

Regulatory AUM

$3,733,313,940

Main clients

Individuals and high net worth (97% of AUM)

LEI

254900F9LOALXC0XY375

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$3,733,313,940	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$2,134,630,563	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$1,533,931,190	Individuals and high net worth (97%)
May 2023 to Mar 2024	$1,415,697,036	Individuals and high net worth (99%)
Apr 2023	$1,415,697,036	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$1,667,710,047	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 40.5%, 33.6 effective positions, active share 62.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

31.1% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 17.1 quarters (12+), a floor since 41.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 62.1%; sector active share 55.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,028 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.1%

+1.5 pts

Top 5

28.1%

+1.1 pts

Top 10

40.4%

+1.6 pts

HHI

296

Diversified+36

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.7%	$1,753,727,596	583
Technology	10.3%	$263,887,858	72
Industrials	5.1%	$129,583,057	63
Financial Services	4.5%	$115,320,912	100
Communication Services	2.7%	$67,938,294	21
Consumer Cyclical	2.4%	$62,289,274	29
Healthcare	2.2%	$56,126,797	47
Energy	1.5%	$38,022,354	35
Consumer Defensive	1.5%	$37,649,607	23
Utilities	0.6%	$14,980,853	19
Real Estate	0.3%	$7,732,189	15
Basic Materials	0.3%	$6,734,770	21

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SHV	iShares 0-1 Year Treasury Bond ETF	+390,349	817,426	$90,202,958
USDU	WisdomTree Bloomberg U.S. Dollar Bullish Fund	+346,527	565,839	$15,136,193
VUG	VANGUARD GROWTH INDEX FUND	+202,769	244,365	$21,049,600
SCHF	Schwab International Equity ETF	+166,178	228,382	$6,326,181
SCHG	Schwab U.S. Large-Cap Growth ETF	+124,184	1,529,124	$51,745,555
QDPL	Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	+83,197	186,206	$8,392,304
VO	VANGUARD MID-CAP INDEX FUND	+76,325	101,278	$8,159,968
FENI	Fidelity Enhanced International ETF	+68,087	169,708	$6,810,382
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+64,658	74,237	$8,872,805
SCHM	Schwab U.S. Mid-Cap ETF	+59,837	356,977	$13,161,741
—		+48,689	494,011	$45,271,167
COWZ	Pacer US Cash Cows 100 ETF	+43,627	401,918	$24,999,299
GOF	Guggenheim Strategic Opportunities Fund	+42,128	126,215	$1,378,267
JANW	AllianzIM U.S. Equity Buffer20 Jan ETF	+42,001	88,988	$3,441,610
BUFR	FT Vest Laddered Buffer ETF	+41,359	826,208	$30,181,378
PSFF	Pacer Swan SOS Fund of Funds ETF	+41,137	630,748	$21,640,963
APRW	AllianzIM U.S. Equity Buffer20 Apr ETF	+40,491	91,287	$3,390,399
JULW	AllianzIM U.S. Equity Buffer20 Jul ETF	+40,341	84,938	$3,467,168
OCTW	AllianzIM U.S. Equity Buffer20 Oct ETF	+39,287	85,533	$3,499,154
IBIT	iShares Bitcoin Trust ETF	+35,219	103,050	$3,430,534
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+35,023	45,426	$3,754,458
VPLS	VANGUARD CORE-PLUS BOND ETF	+34,801	117,526	$9,117,196
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	+34,548	469,170	$9,556,992
—		+34,180	68,110	$3,825,056
ARP	Advisors' Inner Circle Fund II	+34,165	65,415	$2,124,089
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SNAP	Snap Inc	−1,127,620	11,121	$49,377
USFR	WisdomTree Floating Rate Treasury Fund	−292,193	828,455	$41,712,709
BAR	GraniteShares Gold Trust	−219,320	216,245	$8,548,164
—		−218,380	26,441	$731,092
F	Ford Motor Co	−164,708	63,610	$884,178
ACWX	iShares MSCI ACWI ex U.S. ETF	−101,615	13,854	$1,054,427
SCHD	Schwab U.S. Dividend Equity ETF	−92,875	874,061	$27,716,473
TCAF	T. Rowe Price Capital Appreciation Equity ETF	−87,994	420,410	$17,278,851
VVR	Invesco Senior Income Trust	−84,738	115,501	$346,503
XYZ	Block, Inc.	−82,176	56,037	$4,258,812
RSP	Victory Portfolios II	−71,543	25,141	$5,349,249
EFA	iShares MSCI EAFE ETF	−66,596	8,767	$910,715
SBUX	Starbucks Corp	−61,588	6,078	$621,109
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	−59,373	443,492	$7,042,652
XTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETF	−58,963	93,523	$4,585,432
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−43,340	189,623	$10,070,877
ROKU	Roku, Inc	−42,894	26,431	$3,651,178
SCHX	Schwab U.S. Large-Cap ETF	−39,862	155,141	$4,565,799
DBND	DoubleLine Opportunistic Core Bond ETF	−37,294	152,444	$6,950,074
GOVT	iShares U.S. Treasury Bond ETF	−33,750	49,802	$1,134,489
CORP	PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund	−30,367	53,985	$5,231,146
RSPH	Victory Portfolios II	−28,000	35,172	$1,167,358
SPLV	Invesco S&P 500 Low Volatility ETF	−26,129	26,516	$1,986,048
AMD	Advanced Micro Devices Inc	−24,408	25,705	$14,932,291
TAFM	AB Tax-Aware Intermediate Municipal ETF	−22,616	132,843	$3,411,408
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VXX		806,315	$17,811,498
GMAY	FT Vest U.S. Equity Moderate Buffer ETF - May	349,265	$15,032,365
JUNW	AllianzIM U.S. Equity Buffer20 Jun ETF	175,907	$6,049,441
DMAY	FT Vest U.S. Equity Deep Buffer ETF - May	107,651	$5,072,515
BLOK	Amplify Blockchain Technology ETF	74,980	$4,695,997
DDFZ		205,379	$3,982,298
PFIX	Simplify Interest Rate Hedge ETF	71,734	$3,110,386
HGER	Harbor Commodity All-Weather Strategy ETF	104,656	$3,070,607
SNDK	Sandisk Corp	1,042	$2,369,226
SPCX	Space Exploration Technologies Corp	12,229	$2,089,446
FRDM	Freedom 100 Emerging Markets ETF	24,435	$1,781,311
THMR	THOR AdaptiveRisk Dynamic ETF	61,994	$1,572,787
BITY	Amplify Bitcoin 2% Monthly Option Income ETF	51,546	$1,234,526
ARM	Arm Holdings PLC	3,144	$1,114,767
IALT		35,725	$1,002,085
MRVL	Marvell Technology, Inc.	3,111	$926,735
CLOZ	Eldridge BBB-B CLO ETF	30,641	$809,535
ALAB	Astera Labs, Inc.	1,670	$806,643
FLEX	Flex Ltd.	4,508	$730,611
FEGE	First Eagle Global Equity ETF	14,210	$695,153
CLS	Celestica Inc	1,838	$670,502
EWY	iShares Trust	3,264	$659,001
WELL	Welltower Inc.	2,717	$616,676
HONA	Honeywell Aerospace Inc.	2,527	$558,668
EYLD	Cambria Emerging Shareholder Yield ETF	11,910	$540,833
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GDEC	FT Vest U.S. Equity Moderate Buffer ETF - December	392,034	$14,513,098
LYFT	Lyft, Inc.	502,115	$6,678,129
DDEC	FT Vest U.S. Equity Deep Buffer ETF - December	105,279	$4,661,754
XTWY	BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF	118,066	$4,438,100
JANP	PGIM S&P 500 Buffer 12 ETF - January	132,747	$4,235,956
DDFD		190,105	$3,599,067
PATH	UiPath, Inc.	254,950	$2,829,944
RIVN	Rivian Automotive, Inc.	143,706	$2,162,774
PINK	Simplify Health Care ETF	25,118	$845,471
LYB	LyondellBasell Industries N.V.	8,481	$683,229
EFV	iShares MSCI EAFE Value ETF	7,322	$544,390
QLTA	iShares Aaa - A Rated Corporate Bond ETF	9,805	$466,619
SPGI	S&P Global Inc.	1,066	$453,411
REGN	Regeneron Pharmaceuticals, Inc.	561	$433,450
MEDP	Medpace Holdings, Inc.	863	$414,403
ENSG	Ensign Group, Inc	1,924	$387,686
SLB	Slb Limited	7,044	$361,991
—		33,200	$359,224
—		7,378	$345,290
THC	Tenet Healthcare Corp	1,813	$342,131
KGC	Kinross Gold Corp	10,761	$328,425
SGI	Somnigroup International Inc.	4,352	$321,699
ACN	Accenture plc	1,595	$316,271
CNX	CNX Resources Corp	8,169	$314,914
PCAR	Paccar Inc	2,558	$295,449
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,028 tracked positions · $2,553,993,561 total · filing declares 1,790 positions · $2,559,414,550 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,028 positions by value · page 1 of 21

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SHV	iShares 0-1 Year Treasury Bond ETF	Added	817,426	+390,349	$90,202,958	+91.3%	16	unpriced	3.53%
CAT	Caterpillar Inc Industrials	Reduced	67,574	-446	$71,959,552	+49.3%	26+	before history	2.82%
AAPL	Apple Inc. Technology	Reduced	218,771	-2,740	$63,303,575	+12.6%	26+	before history	2.48%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	1,529,124	+124,184	$51,745,555	+26.4%	26+	before history	2.03%
QQQ	Invesco Qqq Trust, Series 1	Added	63,081	+16,689	$46,452,848	+73.5%	26+	before history	1.82%
		Added	494,011	+48,689	$45,271,167	+10.9%	14	$91.56	1.77%
NVDA	Nvidia Corp Technology	Reduced	213,465	-211	$42,712,211	+14.6%	26+	before history	1.67%
USFR	WisdomTree Floating Rate Treasury Fund	Reduced	828,455	-292,193	$41,712,709	−26.1%	15	unpriced	1.63%
SPY	Spdr S&P 500 ETF Trust PUT CALL + SHARES	Reduced	45,096	-4,840	$33,676,339	+3.7%	26+	before history	1.32%
BUFR	FT Vest Laddered Buffer ETF	Added	826,208	+41,359	$30,181,378	+13.9%	17	unpriced	1.18%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	340,546	+23,815	$29,927,182	+23.4%	26+	before history	1.17%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	874,061	-92,875	$27,716,473	−6.6%	26+	before history	1.09%
COWZ	Pacer US Cash Cows 100 ETF	Added	401,918	+43,627	$24,999,299	+11.5%	17	$57.65	0.98%
IWM	iShares Russell 2000 ETF	Added	76,688	+1,112	$23,040,908	+22.9%	22	unpriced	0.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	93,630	-3,579	$22,315,774	+10.2%	26+	before history	0.87%
VEA	Vanguard FTSE Developed Markets ETF	Added	307,522	+18,284	$21,910,942	+18.2%	26+	before history	0.86%
PSFF	Pacer Swan SOS Fund of Funds ETF	Added	630,748	+41,137	$21,640,963	+14.5%	7	$30.28	0.85%
IDEV	iShares Core MSCI International Developed Markets ETF	Added	236,893	+15,418	$21,085,844	+13.9%	2	unpriced	0.83%
VUG	VANGUARD GROWTH INDEX FUND	Added	244,365	+202,769	$21,049,600	+15.9%	26+	before history	0.82%
MSFT	Microsoft Corp Technology	Reduced	56,291	-12,105	$20,997,668	−17.1%	26+	before history	0.82%
GOOGL	Alphabet Inc. Communication Services	Reduced	56,435	-351	$20,168,175	+23.5%	26+	before history	0.79%
GOOG	Alphabet Inc. PUT + SHARES Communication Services	Reduced	55,711	-650	$19,684,366	+21.8%	26+	before history	0.77%
IVV	iShares Core S&P 500 ETF	Added	26,004	+234	$19,474,135	+15.7%	26+	before history	0.76%
VXX		NEW	806,315	NEW	$17,811,498	NEW	1	$27.18	0.70%
TCAF	T. Rowe Price Capital Appreciation Equity ETF	Reduced	420,410	-87,994	$17,278,851	−4.5%	12	$34.52	0.68%
MU	Micron Technology Inc Technology	Reduced	14,927	-7,434	$17,230,086	+128.1%	26+	before history	0.67%
VOO	VANGUARD 500 INDEX FUND	Added	22,560	+35	$15,494,433	+15.1%	26+	before history	0.61%
USDU	WisdomTree Bloomberg U.S. Dollar Bullish Fund	Added	565,839	+346,527	$15,136,193	+162.1%	6	unpriced	0.59%
GMAY	FT Vest U.S. Equity Moderate Buffer ETF - May	NEW	349,265	NEW	$15,032,365	NEW	1	$42.57	0.59%
SMH	VanEck Semiconductor ETF	Reduced	22,890	-10,012	$15,013,321	+19.0%	21	unpriced	0.59%
VTV	VANGUARD VALUE INDEX FUND	Added	68,789	+1,281	$14,991,186	+13.2%	19	unpriced	0.59%
TSLA	Tesla, Inc. CALL + SHARES Consumer Cyclical	Added	35,561	+3,416	$14,956,956	+25.2%	26+	before history	0.59%
AMD	Advanced Micro Devices Inc Technology	Reduced	25,705	-24,408	$14,932,291	+46.5%	26+	before history	0.58%
IVE	iShares S&P 500 Value ETF	Added	64,144	+2,165	$14,564,535	+11.3%	9	unpriced	0.57%
SCHM	Schwab U.S. Mid-Cap ETF	Added	356,977	+59,837	$13,161,741	+43.1%	26+	before history	0.52%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	129,036	-5,148	$12,990,054	−3.8%	9	unpriced	0.51%
FESM	Fidelity Enhanced Small Cap Core ETF	Added	241,427	+31,733	$11,658,509	+46.3%	3	$38.34	0.46%
SPYI	NEOS S&P 500(R) High Income ETF	Added	214,677	+11,550	$11,397,201	+13.6%	6	unpriced	0.45%
XMMO	Victory Portfolios II	Reduced	62,929	-793	$10,706,739	+15.9%	11	$127.61	0.42%
AVGO	Broadcom Inc. Technology	Added	28,243	+2,836	$10,668,793	+35.7%	25	unpriced	0.42%
FLXR		Added	269,410	+6,224	$10,563,566	+2.2%	5	$39.10	0.41%
IEMG	iShares Trust	Reduced	123,316	-1,569	$10,215,497	—	24	unpriced	0.40%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	189,623	-43,340	$10,070,877	−29.4%	26+	before history	0.39%
AVUS	Avantis U.S. Equity ETF	Added	78,431	+1,754	$10,045,442	+17.8%	9	$94.74	0.39%
		Added	376,676	+7,099	$10,042,181	+10.0%	6	$24.07	0.39%
WMT	Walmart Inc. Consumer Defensive	Reduced	87,207	-990	$9,877,064	−9.9%	26+	before history	0.39%
LLY	ELI LILLY & Co Healthcare	Added	8,231	+1,330	$9,872,508	+55.5%	26+	before history	0.39%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	26,672	+109	$9,869,706	+15.8%	26+	before history	0.39%
ABBV	AbbVie Inc. Healthcare	Added	39,096	+406	$9,838,116	+16.9%	26+	before history	0.39%
		Reduced	134,956	-8,733	$9,724,929	+12.1%	4	$60.46	0.38%

Showing the top 50 of 1,028 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.