StockDriftsStockDriftsTop 19 Benningfield Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 20.55% | 504.4K | $27.7M | -0.47%(-2.38K) | $41.45(+38.36%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 16.23% | 436.2K | $21.9M | +3.02%(+12.78K) | $49.08(+1.23%) | 2026-06-30 | |
| IEF | ISHARES TR | 14.98% | 213.9K | $20.2M | +3.15%(+6.53K) | $95.31(-2.39%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 14.32% | 52.3K | $19.3M | +3.57%(+1.80K) | $291.47(+31.07%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 11.09% | 512.8K | $15.0M | -1.83%(-9.55K) | $21.87(+36.47%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 7.56% | 87.4K | $10.2M | +0.00%(+0) | $56.41(+213.20%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 5.59% | 60.5K | $7.5M | -1.78%(-1.09K) | $93.43(+36.43%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.65% | 91.1K | $4.9M | -2.89%(-2.71K) | $36.93(+56.89%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.79% | 11.1K | $2.4M | +0.00%(+0) | $172.70(+30.75%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.57% | 35.8K | $2.1M | +0.00%(+0) | $59.21(-1.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.16% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.30% |
Benningfield Financial Advisors LLC reports $135.01M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are DFUV (20.6%), VTIP (16.2%) and IEF (15.0%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +31.16% cumulatively over 6 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 Benningfield Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053653). View Benningfield Financial Advisors LLC’s 13F filings on SEC