StockDriftsStockDriftsTop 47 Define Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 15.07% | 263.0K | $32.8M | +5.68%(+14.13K) | $96.92(+31.52%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 14.87% | 644.7K | $32.4M | +13.85%(+78.43K) | $49.30(+0.80%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 12.74% | 269.3K | $27.7M | +6.81%(+17.16K) | $69.88(+57.11%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 12.7% | 74.7K | $27.6M | +3.19%(+2.31K) | $290.81(+31.37%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 11.59% | 301.3K | $25.2M | +5.20%(+14.88K) | $61.63(+38.40%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 10.11% | 228.4K | $22.0M | +5.11%(+11.11K) | $92.46(+4.70%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 6.83% | 154.1K | $14.9M | +1.85%(+2.81K) | $62.38(+48.29%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.91% | 215.8K | $12.9M | +3.30%(+6.90K) | $46.63(+29.54%) | 2026-06-30 | |
| AAPL | APPLE INC | 0.84% | 6.3K | $1.8M | +23.10%(+1.19K) | $249.50(+22.92%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 0.77% | 4.5K | $1.7M | +13.26%(+529) | $430.53(+16.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.80% |
Define Financial LLC reports $217.79M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are AVUV (15.1%), VTIP (14.9%) and AVDV (12.7%). The top 20 holdings account for 95.54% of reported assets. Its disclosed equity book has returned +29.47% cumulatively over 6 quarters. 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 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