StockDriftsStockDriftsTop 50 Schorn Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 16.49% | 659.2K | $64.1M | +5.90%(+36.75K) | $74.92(+31.91%) | 2026-09-30 | |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 7.88% | 489.6K | $30.6M | -1.67%(-8.31K) | $40.70(+54.44%) | 2026-09-30 | |
| SMH | VANECK ETF TRUST | 6.9% | 44.0K | $26.8M | +4.55%(+1.92K) | $218.92(+150.53%) | 2026-09-30 | |
| VTIP | VANGUARD MALVERN FDS | 6.49% | 512.6K | $25.2M | +1.30%(+6.56K) | $47.63(+2.12%) | 2026-09-30 | |
| TRPA | HARTFORD FDS EXCHANGE TRADED | 6.49% | 649.0K | $25.2M | +1.18%(+7.59K) | $38.47(+1.42%) | 2026-09-30 | |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 6.48% | 1.01M | $25.2M | +0.42%(+4.23K) | $24.98(+0.05%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 5.7% | 113.2K | $22.2M | +2.20%(+2.44K) | $99.36(+87.17%) | 2026-09-30 | |
| EQWL | INVESCO EXCHANGE TRADED FD T | 4.68% | 140.9K | $18.2M | +1.54%(+2.14K) | $83.93(+56.08%) | 2026-09-30 | |
| FFLC | FIDELITY COVINGTON TRUST | 4.37% | 287.8K | $17.0M | +2.09%(+5.89K) | $45.46(+29.58%) | 2026-09-30 | |
| OEF | ISHARES TR | 3.5% | 35.6K | $13.6M | -1.90%(-690) | $272.49(+40.37%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.08% | +48.46% | +6.13% | +34.65% |
| Top 20 Holdings Unweighted | +16.43% | +57.83% | +8.32% | +49.11% |
Schorn Wealth LLC reports $388.74M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are DGRW (16.5%), FFEB (7.9%) and SMH (6.9%). The top 20 holdings account for 86.48% of reported assets. Its disclosed equity book has returned +48.46% on a three-year cumulative basis. 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 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