StockDriftsStockDriftsTop 50 Adero Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 15.28% | 7.05M | $233.6M | +2.04%(+141.16K) | — | 2025-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 11.38% | 6.46M | $174.0M | +1.92%(+121.62K) | — | 2025-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 10.03% | 1.66M | $153.3M | +5.87%(+91.97K) | — | 2025-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.29% | 1.22M | $80.9M | +3.45%(+40.70K) | — | 2025-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 4.87% | 3.13M | $74.4M | +3.63%(+109.66K) | — | 2025-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.98% | 1.01M | $60.8M | +5.20%(+49.98K) | — | 2025-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.5% | 1.62M | $53.6M | -2.81%(-47.01K) | — | 2025-03-31 | |
| NU | NU HLDGS LTD | 3.14% | 4.68M | $48.0M | -0.01%(-315) | — | 2025-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.08% | 788.4K | $47.1M | +4.98%(+37.42K) | — | 2025-03-31 | |
| DASH | DOORDASH INC | 2.9% | 242.8K | $44.4M | -15.33%(-43.97K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Adero Partners, Llc reports $1.53B in US-listed equity holdings across 259 positions in its most recent 13F filing. Its largest disclosed positions are DUHP (15.3%), DIHP (11.4%) and AVUS (10.0%). Figures reflect the Q1 2025 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 Adero Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800593). View Adero Partners, Llc’s 13F filings on SEC