StockDriftsStockDriftsTop 50 Commerce Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 11.43% | 64.7K | $24.2M | +48.11%(+21.01K) | $349.04(+7.59%) | 2026-09-30 | |
| BOXX | EA SERIES TRUST | 8.58% | 153.5K | $18.2M | +3.31%(+4.92K) | $116.06(+2.23%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 7.41% | 75.4K | $15.7M | +38.72%(+21.05K) | $201.70(+5.80%) | 2026-09-30 | |
| EAGL | 2023 ETF SERIES TRUST | 5.81% | 361.3K | $12.3M | +0.98%(+3.52K) | $31.46(+13.75%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 5.56% | 138.6K | $11.8M | +49.64%(+45.96K) | $81.61(+2.06%) | 2026-09-30 | |
| GMOV | GMO ETF TRUST | 4.59% | 308.3K | $9.7M | +43.38%(+93.27K) | $29.20(+11.85%) | 2026-09-30 | |
| KO | COCA COLA CO | 4.35% | 107.0K | $9.2M | +0.03%(+30) | $72.99(+27.98%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.71% | 34.4K | $7.9M | -2.92%(-1.04K) | $180.47(+20.29%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.45% | 21.9K | $7.3M | -2.65%(-598) | $262.82(+30.48%) | 2026-09-30 | |
| IWR | ISHARES TR | 3.27% | 64.9K | $6.9M | +56.68%(+23.47K) | $104.35(+3.81%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.85% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.61% |
Commerce Advisors LLC reports $211.99M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are VTI (11.4%), BOXX (8.6%) and RSP (7.4%). The top 20 holdings account for 75.31% of reported assets. Its disclosed equity book has returned +9.85% cumulatively over 2 quarters. Figures reflect the Q3 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 Commerce Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1567247). View Commerce Advisors LLC’s 13F filings on SEC