StockDriftsStockDriftsTop 50 Define Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | 15.86% | 774.5K | $38.1M | +20.14%(+129.84K) | $49.37(-1.47%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 13.92% | 284.1K | $33.5M | +8.02%(+21.11K) | $98.73(+21.22%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 13.03% | 286.3K | $31.3M | +6.32%(+17.01K) | $72.04(+48.98%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 12.9% | 82.8K | $31.0M | +10.86%(+8.11K) | $298.78(+25.69%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 11.31% | 327.6K | $27.2M | +8.74%(+26.34K) | $63.38(+28.38%) | 2026-09-30 | |
| VNQ | VANGUARD INDEX FDS | 9.58% | 256.8K | $23.0M | +12.45%(+28.43K) | $92.52(-1.96%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 6.36% | 162.5K | $15.3M | +5.47%(+8.42K) | $64.09(+39.56%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.74% | 232.5K | $13.8M | +7.76%(+16.74K) | $47.56(+22.02%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.33% | 9.6K | $3.2M | +51.36%(+3.26K) | $270.43(+26.81%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.03% | 4.8K | $2.5M | +7.06%(+319) | $431.35(+23.69%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.32% |
Define Financial LLC reports $240.35M in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are VTIP (15.9%), AVUV (13.9%) and AVDV (13.0%). The top 20 holdings account for 95.26% of reported assets. Its disclosed equity book has returned +28.43% cumulatively over 7 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 Define Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021320). View Define Financial LLC’s 13F filings on SEC