Ausdal Financial Partners, Inc.
SEC Form 13F institutional filer · CIK 0001667146
13F-HR · 284 reported holdings · 2026-03-31
Reported long-US-equity value
$1.13B
Top-10 concentration
47.4%
Ausdal Financial Partners, Inc. — $1.13B AUM allocation strategy
Ausdal Financial Partners, Inc. files SEC Form 13F and reports $1.13B of long US equity value across 284 reported holdings for 2026-03-31.
Its largest sector bet is Financials 23.2%, followed by Information Technology 10.4% and Industrials 4.3%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Ausdal Financial Partners, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.13B
total across 284 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +149K sh · +$18M+$IVZ +136K sh · +$10.6M+$TROW +45.7K sh · +$398K
Biggest trims (shares)
−$SPGI −367K sh · −$12.1M−$BLK −62.5K sh · −$5.25M−$SPYM −51.1K sh · −$5.26M
Exited to nil (held last quarter, gone now)
$VEEV ($392K last qtr)$BIIB ($367K last qtr)$TEL ($302K last qtr)$CDNS ($296K last qtr)$EBAY ($262K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage10.4%—
- Asset Management & Custody Banks10.3%—
- Technology Hardware, Storage & Peripherals4.9%—
- Construction Machinery & Heavy Transportation Equipment4.3%—
- Semiconductors3.2%—
- Interactive Media & Services2.7%—
- Financial Exchanges & Data2.6%—
- Systems Software2.2%—
- Other holdings59.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 3.91M | $117M | +29.5K | 10.4% |
| $IVZ | Invesco Ltd | 2.08M | $80M | +136K | 7.1% |
| $AAPL | Apple Inc | 219K | $55.6M | -182 | 4.9% |
| $CAT | Caterpillar Inc | 68K | $48.2M | -275 | 4.3% |
| $NVDA | NVIDIA Corporation | 208K | $36.2M | +3.73K | 3.2% |
| $SPGI | S&P Global Inc | 316K | $28.7M | -367K | 2.6% |
…and 278 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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