StockDriftsStockDriftsTop 50 Droms Strauss Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.61% | 80.1K | $60.0M | -2.53%(-2.08K) | $185.32(+320.32%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 12.07% | 374.6K | $53.2M | -0.44%(-1.65K) | $57.65(+158.02%) | 2026-06-30 | |
| IVW | ISHARES TR | 7.08% | 226.9K | $31.2M | -0.32%(-726) | $49.03(+188.87%) | 2026-06-30 | |
| IVE | ISHARES TR | 6.82% | 132.4K | $30.1M | +2.01%(+2.61K) | $122.39(+93.74%) | 2026-06-30 | |
| IWO | ISHARES TR | 6.03% | 67.4K | $26.5M | -1.69%(-1.16K) | $284.07(+38.96%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.87% | 118.7K | $25.9M | -0.32%(-386) | $120.29(+89.13%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5% | 29.9K | $22.0M | -3.05%(-941) | $264.80(+176.63%) | 2026-06-30 | |
| DBEF | DBX ETF TR | 4.09% | 330.1K | $18.0M | +4.86%(+15.30K) | $48.88(+15.22%) | 2026-06-30 | |
| SCHE | SCHWAB STRATEGIC TR | 3.41% | 414.8K | $15.0M | -4.42%(-19.20K) | $31.93(+15.97%) | 2026-06-30 | |
| FNDE | SCHWAB STRATEGIC TR | 3.02% | 334.8K | $13.3M | -4.32%(-15.12K) | $36.11(+14.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.77% | +63.35% | +10.69% | +66.18% |
| Top 20 Holdings Unweighted | +16.17% | +56.78% | +9.73% | +59.12% |
Droms Strauss Advisors INC reports $440.50M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.6%), GSLC (12.1%) and IVW (7.1%). The top 20 holdings account for 83.42% of reported assets. Its disclosed equity book has returned +63.35% 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 Droms Strauss Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1053292). View Droms Strauss Advisors INC’s 13F filings on SEC