StockDriftsStockDriftsTop 50 Criterion Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 11.94% | 721.3K | $19.0M | +0.00%(+0) | — | 2024-12-31 | |
| GIGB | GOLDMAN SACHS ETF TR | 10.4% | 365.0K | $16.5M | +0.00%(+0) | — | 2024-12-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.26% | 259.4K | $8.4M | +0.00%(+0) | — | 2024-12-31 | |
| AAPL | APPLE INC | 4.54% | 34.2K | $7.2M | +0.00%(+0) | — | 2024-12-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.25% | 112.2K | $6.7M | +0.00%(+0) | — | 2024-12-31 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.18% | 12.4K | $5.0M | +0.00%(+0) | — | 2024-12-31 | |
| ORCL | ORACLE CORP | 2.48% | 27.9K | $3.9M | +0.00%(+0) | — | 2024-12-31 | |
| JPM | JPMORGAN CHASE & CO. | 2.39% | 18.8K | $3.8M | +0.00%(+0) | — | 2024-12-31 | |
| GOOG | ALPHABET INC | 2.36% | 20.4K | $3.7M | +0.00%(+0) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 2.28% | 8.1K | $3.6M | +0.00%(+0) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Criterion Capital Advisors, Llc reports $158.85M in US-listed equity holdings across 348 positions in its most recent 13F filing. Its largest disclosed positions are DFIC (11.9%), GIGB (10.4%) and DFAC (5.3%). Figures reflect the Q4 2024 filing.
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Holdings on this page are parsed from Criterion Capital Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1765884). View Criterion Capital Advisors, Llc’s 13F filings on SEC