StockDriftsStockDriftsTop 50 Schorn Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 15.57% | 622.5K | $59.5M | +21.34%(+109.47K) | $73.65(+36.19%) | 2026-06-30 | |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 7.94% | 497.9K | $30.4M | -1.22%(-6.12K) | $40.70(+53.05%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 7.22% | 42.1K | $27.6M | -1.75%(-751) | $200.12(+188.18%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 6.65% | 506.0K | $25.4M | -0.01%(-53) | $47.60(+4.38%) | 2026-06-30 | |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 6.57% | 1.00M | $25.1M | +1.22%(+12.09K) | $24.98(+0.47%) | 2026-06-30 | |
| TRPA | HARTFORD FDS EXCHANGE TRADED | 6.52% | 641.4K | $24.9M | +0.82%(+5.25K) | $38.47(+1.28%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 5.52% | 110.8K | $21.1M | +0.94%(+1.03K) | $97.29(+91.95%) | 2026-06-30 | |
| EQWL | INVESCO EXCHANGE TRADED FD T | 4.68% | 138.8K | $17.9M | +2.38%(+3.22K) | $83.23(+61.39%) | 2026-06-30 | |
| FFLC | FIDELITY COVINGTON TRUST | 4.34% | 281.9K | $16.6M | +4.93%(+13.25K) | $45.18(+33.87%) | 2026-06-30 | |
| OEF | ISHARES TR | 3.47% | 36.3K | $13.3M | +3.86%(+1.35K) | $272.49(+40.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.31% | +45.48% | +6.08% | +34.32% |
| Top 20 Holdings Unweighted | +16.78% | +59.26% | +8.65% | +51.42% |
Schorn Wealth LLC reports $382.33M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are DGRW (15.6%), FFEB (7.9%) and SMH (7.2%). The top 20 holdings account for 86.6% of reported assets. Its disclosed equity book has returned +45.48% 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 Schorn Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1792851). View Schorn Wealth LLC’s 13F filings on SEC