StockDriftsStockDriftsTop 50 5th Street Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | 16.62% | 512.5K | $42.9M | -2.97%(-15.69K) | $57.72(+49.24%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 8.8% | 61.4K | $22.7M | -0.03%(-20) | $236.41(+62.16%) | 2026-06-30 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 7.24% | 396.6K | $18.7M | +2.86%(+11.04K) | $45.91(+2.33%) | 2026-06-30 | |
| TDTT | FLEXSHARES TR | 6.96% | 751.6K | $18.0M | +39.53%(+212.93K) | $23.93(-1.56%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.52% | 65.4K | $14.3M | -0.30%(-197) | $149.28(+52.41%) | 2026-06-30 | |
| SPHY | SPDR SERIES TRUST | 4.5% | 495.5K | $11.6M | +30.38%(+115.46K) | $23.40(-0.48%) | 2026-06-30 | |
| EMLC | VANECK ETF TRUST | 4.5% | 454.1K | $11.6M | +52.83%(+156.97K) | $25.37(+1.06%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.36% | 222.5K | $11.3M | +44.20%(+68.21K) | $50.58(-0.15%) | 2026-06-30 | |
| EMXC | ISHARES INC | 3.46% | 87.3K | $8.9M | -27.08%(-32.44K) | $61.10(+62.72%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 3.34% | 146.3K | $8.6M | -7.66%(-12.13K) | $39.58(+48.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.86% | +43.75% | — | — | +28.96% |
| Top 20 Holdings Unweighted | +16.68% | +58.87% | — | — | +45.89% |
5th Street Advisors, LLC reports $262.90M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are VEU (16.6%), VTI (8.8%) and JSCP (7.2%). The top 20 holdings account for 89.11% of reported assets. Its disclosed equity book has returned +43.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 5th Street Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911026). View 5th Street Advisors, LLC’s 13F filings on SEC