1y return+17.9%S&P 500 +20.9%
3y return+46.1%S&P 500 +68.5%
5y return+33.2%S&P 500 +74.5%
10y return+116.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $216 against $357 in the S&P 500.2
Ausdal Financial Partners, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SHVIshares Tr | $90.2M | 3.5% | +91.4% |
| CATCaterpillar Inc | $72.0M | 2.8% | |
| AAPLApple Inc | $63.3M | 2.5% | |
| SCHGSchwab Strategic Tr | $51.7M | 2.0% | +8.8% |
| QQQInvesco Qqq Tr | $46.5M | 1.8% | +36.0% |
| BILSpdr Series Trust | $45.3M | 1.8% | +10.9% |
| NVDANvidia Corporation | $42.7M | 1.7% | +2.8% |
| USFRWisdomtree Tr | $41.7M | 1.6% | −26.1% |
| SPYState Str Spdr S&p 500 Etf T | $31.8M | 1.2% | −9.8% |
| BUFRFirst Tr Exchng Traded Fd Vi | $30.2M | 1.2% | +5.3% |
| SPYMSpdr Series Trust | $29.9M | 1.2% | +7.5% |
| SCHDSchwab Strategic Tr | $27.7M | 1.1% | −9.6% |
| COWZPacer Fds Tr | $25.0M | 1.0% | +12.2% |
| IWMIshares Tr | $23.0M | 0.9% | +1.5% |
| AMZNAmazon Com Inc | $22.3M | 0.9% | +7.5% |
| VEAVanguard Tax-managed Fds | $21.9M | 0.9% | +6.3% |
| PSFFPacer Fds Tr | $21.6M | 0.8% | +7.0% |
| IDEVIshares Tr | $21.1M | 0.8% | +7.0% |
| VUGVanguard Index Fds | $21.0M | 0.8% | −2.1% |
| MSFTMicrosoft Corp | $21.0M | 0.8% | −16.5% |
| GOOGLAlphabet Inc | $20.2M | 0.8% | |
| IVVIshares Tr | $19.5M | 0.8% | |
| VXXBarclays Bank PLC | $17.8M | 0.7% | New |
| GOOGAlphabet Inc | $17.3M | 0.7% | |
| TCAFT Rowe Price Exchange-traded | $17.3M | 0.7% | −17.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $42.7M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $10.7M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $14.9M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $72.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $20.2M |
| SMHVaneck Etf Trust | June 30, 2021 | +400.2% | $15.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $17.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $63.3M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $46.5M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $51.7M |
Sold off last quarter
- GDECFirst Tr Exchng Traded Fd Vi was $14.5M
- LYFTLyft Inc was $6.7M
- DDECFirst Tr Exchng Traded Fd Vi was $4.7M
- XTWYBondbloxx Etf Trust was $4.4M
- JANPPgim Rock Etf Tr was $4.2M
- DDFDInnovator Etfs Trust was $3.6M
- PATHUipath Inc was $2.8M
- RIVNRivian Automotive Inc was $2.2M
- Honeywell Intl IncCUSIP 438516106 was $981K
- PINKSimplify Exchange Traded Fun was $845K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.5% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +3.6% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +6.0% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
| December 31, 2021 | +5.2% | +10.7% |
| September 30, 2021 | −2.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ausdal Financial Partners, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1667146&type=13F-HR&dateb=&owner=include&count=40CIK 1667146
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1667146/000117266126003683/Filed August 14, 2026 · accession 0001172661-26-003683