StockDriftsStockDriftsTop 50 Asempa Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.5% | 11.4K | $8.5M | +0.91%(+103) | $677.25(+14.78%) | 2026-06-30 | |
| OEF | ISHARES TR | 4.31% | 15.5K | $5.7M | +0.51%(+79) | $337.86(+13.32%) | 2026-06-30 | |
| ACWX | ISHARES TR | 4.21% | 72.6K | $5.5M | +6.60%(+4.50K) | $66.75(+16.10%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.89% | 58.1K | $5.1M | +26.64%(+12.22K) | $79.59(+14.39%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.03% | 28.9K | $4.0M | +10.29%(+2.70K) | $122.01(+16.19%) | 2026-06-30 | |
| ILCG | ISHARES TR | 2.37% | 26.6K | $3.1M | +9.50%(+2.30K) | $104.18(+12.74%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.29% | 34.9K | $3.0M | -3.93%(-1.43K) | $80.62(+10.47%) | 2026-06-30 | |
| ITOT | ISHARES TR | 2.1% | 16.8K | $2.8M | +2.91%(+475) | $147.25(+15.17%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.98% | 11.9K | $2.6M | +0.13%(+16) | $188.76(+19.62%) | 2026-06-30 | |
| GOVT | ISHARES TR | 1.98% | 114.1K | $2.6M | +18.84%(+18.08K) | $23.01(-2.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.46% |
Asempa Wealth Advisors reports $134.07M in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are IVV (6.5%), OEF (4.3%) and ACWX (4.2%). The top 20 holdings account for 47.74% of reported assets. Its disclosed equity book has returned +6.04% cumulatively over 2 quarters. 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 Asempa Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2099967). View Asempa Wealth Advisors’s 13F filings on SEC