StockDriftsStockDriftsTop 50 Cravens & CO Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 10.48% | 351.8K | $15.6M | -15.81%(-66.07K) | $25.85(+78.09%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 8.65% | 316.9K | $12.9M | -18.25%(-70.75K) | $22.49(+79.64%) | 2026-06-30 | |
| SMBK | SMARTFINANCIAL INC | 6.94% | 220.4K | $10.3M | -0.01%(-30) | $26.10(+102.18%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.54% | 261.6K | $9.7M | -20.59%(-67.84K) | $22.78(+72.58%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 5.85% | 186.3K | $8.7M | -13.15%(-28.21K) | $45.34(+1.69%) | 2026-06-30 | |
| DBND | DOUBLELINE ETF TRUST | 5.77% | 188.4K | $8.6M | -13.10%(-28.41K) | $45.87(-1.69%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.74% | 144.9K | $8.5M | -13.18%(-21.99K) | $59.18(-1.36%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 5.54% | 141.8K | $8.3M | -13.18%(-21.53K) | $57.98(+0.29%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.08% | 90.8K | $4.6M | -12.39%(-12.84K) | $50.66(-0.31%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.95% | 113.2K | $4.4M | -16.88%(-22.99K) | $24.93(+63.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.75% | +43.33% | — | — | +41.31% |
| Top 20 Holdings Unweighted | +14.89% | +51.64% | — | — | +61.04% |
Cravens & CO Advisors LLC reports $148.96M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (10.5%), DFEM (8.7%) and SMBK (6.9%). The top 20 holdings account for 76.87% of reported assets. Its disclosed equity book has returned +43.33% 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 Cravens & CO Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966116). View Cravens & CO Advisors LLC’s 13F filings on SEC