StockDriftsStockDriftsTop 50 B A Schrock Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCLT | VANGUARD SCOTTSDALE FDS | 4.58% | 183.1K | $12.5M | new | $71.88(-3.61%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.35% | 117.2K | $9.2M | new | $80.48(-2.27%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 3.16% | 33.3K | $8.7M | new | $256.61(+10.16%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 2.89% | 29.7K | $7.9M | new | $227.77(+0.15%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 2.87% | 7.2K | $7.9M | new | $1109.70(-18.46%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.83% | 23.4K | $7.7M | new | $311.19(+10.20%) | 2026-09-30 | |
| FLOT | ISHARES TR | 2.62% | 141.2K | $7.2M | new | $51.05(-0.14%) | 2026-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.53% | 123.8K | $6.9M | new | $56.35(+1.26%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.5% | 27.6K | $6.8M | new | $243.74(+7.67%) | 2026-09-30 | |
| TGT | TARGET CORP | 2.45% | 42.8K | $6.7M | new | $143.65(+6.71%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
B A Schrock Wealth Management INC reports $273.68M in US-listed equity holdings across 132 positions in its most recent 13F filing. Its largest disclosed positions are VCLT (4.6%), VCIT (3.4%) and ABBV (3.2%). The top 20 holdings account for 50.29% of reported assets. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from B A Schrock Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2157691). View B A Schrock Wealth Management INC’s 13F filings on SEC