StockDriftsStockDriftsTop 50 Ckw Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 46.36% | 629.9K | $471.8M | +0.15%(+938) | $152.38(+411.18%) | 2026-06-30 | |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 20.66% | 2.19M | $210.2M | +0.97%(+21.07K) | $63.01(+60.81%) | 2026-06-30 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 9.73% | 1.23M | $99.1M | -0.31%(-3.86K) | $51.62(+60.08%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 6.82% | 907.6K | $69.4M | -0.76%(-6.99K) | $37.64(+108.68%) | 2026-06-30 | |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF | 4.62% | 496.5K | $47.0M | +1.79%(+8.72K) | $55.36(+79.31%) | 2026-06-30 | |
| MCD | MCDONALD S CORP | 3.38% | 127.5K | $34.4M | +0.16%(+204) | $163.27(+63.61%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 2.32% | 285.3K | $23.6M | +0.35%(+985) | $59.61(+44.51%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 0.9% | 46.6K | $9.2M | -10.75%(-5.61K) | $31.21(+624.32%) | 2026-06-30 | |
| MATX | MATSON INC COM NPV | 0.8% | 40.1K | $8.2M | +7.24%(+2.71K) | $57.48(+278.07%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | 0.6% | 47.9K | $6.1M | +1.29%(+608) | $93.81(+37.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.32% | +57.40% | +9.13% | +54.77% |
| Top 20 Holdings Unweighted | +20.82% | +76.35% | +10.08% | +61.61% |
Ckw Financial Group reports $1.02B in US-listed equity holdings across 317 positions in its most recent 13F filing. Its largest disclosed positions are IVV (46.4%), IEFA (20.7%) and IEMG (9.7%). The top 20 holdings account for 98.56% of reported assets. Its disclosed equity book has returned +57.40% 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 Ckw Financial Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1600403). View Ckw Financial Group’s 13F filings on SEC