StockDriftsStockDriftsTop 13 Financial Counselors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 80.38% | 78.0K | $58.4M | -5.05%(-4.14K) | $629.07(+23.57%) | 2026-06-30 | |
| IEMG | ISHARES INC | 6.31% | 55.3K | $4.6M | +127.50%(+31.02K) | $66.68(+20.30%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.07% | 19.9K | $3.0M | -7.88%(-1.71K) | $103.58(+43.61%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 2.59% | 7.8K | $1.9M | -3.05%(-244) | $108.78(+129.96%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.75% | 1.9K | $1.3M | +0.05%(+1) | $369.34(+92.51%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.31% | 1.3K | $954K | +0.00%(+0) | $359.96(+114.89%) | 2026-06-30 | |
| AAPL | APPLE INC | 0.85% | 2.1K | $620K | +18.19%(+330) | $100.02(+206.62%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 0.82% | 2.8K | $596K | +0.00%(+0) | $148.20(+48.99%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 0.55% | 1.1K | $398K | new | $77.48(+353.61%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 0.54% | 533 | $393K | +0.00%(+0) | $325.76(+121.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.24% | +82.64% | +13.60% | +89.20% |
| Top 20 Holdings Unweighted | +23.52% | +88.44% | +14.08% | +93.26% |
Financial Counselors INC reports $72.66M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are IVV (80.4%), IEMG (6.3%) and IJR (4.1%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +82.64% 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 Financial Counselors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 949623). View Financial Counselors INC’s 13F filings on SEC