StockDriftsStockDriftsTop 50 Kooman & Associates Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 40.77% | 2.92M | $152.8M | +1.87%(+53.57K) | $30.42(+73.25%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 15.88% | 1.58M | $59.5M | +2.96%(+45.48K) | $24.40(+53.78%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 10.33% | 975.0K | $38.7M | +2.10%(+20.03K) | $24.22(+53.32%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 5.01% | 207.5K | $18.8M | +3.24%(+6.50K) | $85.20(+9.82%) | 2026-09-30 | |
| IVV | ISHARES TR | 4.34% | 21.3K | $16.3M | +0.03%(+6) | $386.56(+98.52%) | 2026-09-30 | |
| AVUQ | AMERICAN CENTY ETF TR | 4.34% | 239.8K | $16.3M | +3.62%(+8.38K) | $60.59(+8.87%) | 2026-09-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 1.93% | 131.2K | $7.2M | -2.15%(-2.89K) | $34.69(+63.12%) | 2026-09-30 | |
| SHY | ISHARES TR | 1.87% | 86.4K | $7.0M | +5.09%(+4.19K) | $81.40(+0.15%) | 2026-09-30 | |
| BILZ | PIMCO ETF TR | 1.84% | 68.2K | $6.9M | +4.82%(+3.14K) | $101.00(-0.14%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 1.83% | 58.2K | $6.9M | +3.77%(+2.12K) | $116.69(+4.61%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.14% | +60.74% | — | — | +70.45% |
| Top 20 Holdings Unweighted | +13.89% | +47.71% | — | — | +56.30% |
Kooman & Associates reports $374.73M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (40.8%), DFIC (15.9%) and DFEM (10.3%). The top 20 holdings account for 95.54% of reported assets. Its disclosed equity book has returned +60.74% 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 Kooman & Associates’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1961850). View Kooman & Associates’s 13F filings on SEC