StockDriftsStockDriftsTop 50 Fort Vancouver Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFLV | DIMENSIONAL ETF TRUST | 14.32% | 775.3K | $30.7M | -0.83%(-6.50K) | $31.75(+32.01%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 12.12% | 37.8K | $26.0M | -5.88%(-2.36K) | $498.45(+42.65%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 10.76% | 184.7K | $23.0M | -4.00%(-7.70K) | $92.47(+37.85%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 7.16% | 411.6K | $15.3M | -1.32%(-5.51K) | $28.60(+37.11%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 6.75% | 149.8K | $14.5M | -9.40%(-15.54K) | $59.83(+54.61%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 6.47% | 500.0K | $13.8M | -1.85%(-9.44K) | $19.49(+45.01%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 6.46% | 56.2K | $13.8M | -0.82%(-462) | $176.59(+39.95%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 4.67% | 183.7K | $10.0M | +9.04%(+15.22K) | $54.03(-1.01%) | 2026-06-30 | |
| AVSF | AMERICAN CENTY ETF TR | 4.54% | 208.6K | $9.7M | +17.52%(+31.10K) | $46.60(-0.68%) | 2026-06-30 | |
| SCHC | SCHWAB STRATEGIC TR | 4.18% | 185.8K | $8.9M | -2.73%(-5.21K) | $35.83(+41.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.78% |
Fort Vancouver Investment Management, LLC reports $214.14M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are DFLV (14.3%), VOO (12.1%) and AVUV (10.8%). The top 20 holdings account for 97.4% of reported assets. Its disclosed equity book has returned +34.75% cumulatively over 8 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 Fort Vancouver Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2032698). View Fort Vancouver Investment Management, LLC’s 13F filings on SEC