StockDriftsStockDriftsTop 50 Endeavor Private Wealth INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.47% | 35.5K | $26.6M | +52.79%(+12.27K) | $646.27(+20.92%) | 2026-06-30 | |
| IUSB | ISHARES TR | 4.71% | 419.7K | $19.4M | +35.81%(+110.68K) | $46.04(-0.99%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.64% | 220.4K | $15.0M | +9.39%(+18.91K) | $54.77(+28.44%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.18% | 17.5K | $13.1M | +21.50%(+3.10K) | $652.09(+19.29%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.87% | 51.9K | $11.8M | -9.92%(-5.72K) | $198.49(+19.91%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.7% | 80.7K | $11.1M | +0.28%(+224) | $101.63(+40.25%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.59% | 128.5K | $10.6M | -18.08%(-28.38K) | $58.32(+39.39%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 2.54% | 81.6K | $10.4M | +15.76%(+11.11K) | $99.01(+33.68%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 1.99% | 101.4K | $8.2M | -8.56%(-9.49K) | $70.51(+19.47%) | 2026-06-30 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 1.97% | 212.6K | $8.1M | +4.26%(+8.70K) | $31.98(+20.60%) | 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 | — | — | — | — | +26.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.38% |
Endeavor Private Wealth INC reports $411.50M in US-listed equity holdings across 216 positions in its most recent 13F filing. Its largest disclosed positions are IVV (6.5%), IUSB (4.7%) and DYNF (3.6%). The top 20 holdings account for 46.51% of reported assets. Its disclosed equity book has returned +26.47% 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 Endeavor Private Wealth INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906023). View Endeavor Private Wealth INC’s 13F filings on SEC