StockDriftsStockDriftsTop 50 Firethorn Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | 9.7% | 601.3K | $30.3M | -0.56%(-3.39K) | $50.68(-0.18%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.28% | 442.5K | $19.7M | +0.70%(+3.08K) | $26.94(+66.54%) | 2026-09-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 4.19% | 250.7K | $13.1M | -0.48%(-1.20K) | $37.64(+40.10%) | 2026-09-30 | |
| IVW | ISHARES TR | 3.91% | 86.0K | $12.2M | +2.73%(+2.29K) | $94.88(+47.77%) | 2026-09-30 | |
| IVE | ISHARES TR | 3.2% | 43.9K | $10.0M | -0.06%(-27) | $194.11(+21.15%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 3.09% | 107.8K | $9.7M | +3.79%(+3.94K) | $54.68(+65.02%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.96% | 27.8K | $9.3M | -6.66%(-1.98K) | $154.88(+121.42%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.74% | 123.9K | $8.6M | +0.08%(+93) | $44.61(+54.57%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.43% | 9.9K | $7.6M | -3.20%(-329) | $405.91(+89.70%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.71% | 10.4K | $5.4M | +0.72%(+75) | $278.19(+91.78%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.71% | +63.08% | +7.49% | +43.49% |
| Top 20 Holdings Unweighted | +18.06% | +64.54% | +7.56% | +43.94% |
Firethorn Wealth Partners LLC reports $312.99M in US-listed equity holdings across 197 positions in its most recent 13F filing. Its largest disclosed positions are JAAA (9.7%), DFAC (6.3%) and DFAU (4.2%). The top 20 holdings account for 53.44% of reported assets. Its disclosed equity book has returned +63.08% 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 Firethorn Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845743). View Firethorn Wealth Partners LLC’s 13F filings on SEC