StockDriftsStockDriftsTop 50 Commerce Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOXX | EA SERIES TRUST | 9.45% | 148.6K | $17.4M | +50.96%(+50.15K) | $116.01(+1.52%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 8.78% | 43.7K | $16.2M | +1357.93%(+40.67K) | $339.39(+12.57%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.29% | 54.4K | $11.6M | +315.10%(+41.27K) | $198.33(+11.34%) | 2026-06-30 | |
| EAGL | 2023 ETF SERIES TRUST | 6.25% | 357.7K | $11.5M | -1.62%(-5.90K) | $31.44(+12.02%) | 2026-06-30 | |
| KO | COCA COLA CO | 4.72% | 107.0K | $8.7M | +0.21%(+221) | $72.99(+18.92%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 4.3% | 92.6K | $7.9M | +1430.58%(+86.55K) | $79.81(+9.36%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.85% | 35.4K | $7.1M | +0.91%(+321) | $180.47(+22.16%) | 2026-06-30 | |
| MGMT | UNIFIED SER TR | 3.66% | 132.2K | $6.7M | +128.61%(+74.35K) | $46.38(+11.02%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.54% | 22.5K | $6.5M | -0.51%(-116) | $262.82(+16.68%) | 2026-06-30 | |
| GMOV | GMO ETF TRUST | 3.48% | 215.0K | $6.4M | +318.63%(+163.63K) | $28.56(+12.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.67% |
Commerce Advisors, LLC reports $184.06M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are BOXX (9.4%), VTI (8.8%) and RSP (6.3%). The top 20 holdings account for 71.2% of reported assets. Its disclosed equity book has returned +7.15% cumulatively over 1 quarter. 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 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