StockDriftsStockDriftsTop 50 Kooman & Associates Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 39.76% | 2.86M | $148.1M | -0.23%(-6.46K) | $30.01(+78.98%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 15.37% | 1.54M | $57.3M | -2.17%(-34.15K) | $24.01(+63.75%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 10.42% | 954.9K | $38.8M | -4.46%(-44.58K) | $23.88(+69.18%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 4.92% | 201.0K | $18.3M | new | $85.01(+11.78%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.27% | 21.2K | $15.9M | +0.39%(+83) | $386.46(+101.56%) | 2026-06-30 | |
| AVUQ | AMERICAN CENTY ETF TR | 4.1% | 231.4K | $15.3M | new | $60.36(+13.08%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 1.98% | 134.1K | $7.4M | -71.43%(-335.21K) | $34.69(+65.92%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 1.88% | 56.1K | $7.0M | new | $116.51(+9.99%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 1.83% | 163.0K | $6.8M | -71.14%(-401.80K) | $27.60(+54.23%) | 2026-06-30 | |
| SHY | ISHARES TR | 1.81% | 82.2K | $6.8M | +2.88%(+2.31K) | $81.39(+0.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.81% | +55.32% | — | — | +69.58% |
| Top 20 Holdings Unweighted | +12.69% | +43.10% | — | — | +55.45% |
Kooman & Associates reports $372.41M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (39.8%), DFIC (15.4%) and DFEM (10.4%). The top 20 holdings account for 95.02% of reported assets. Its disclosed equity book has returned +55.32% 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 Kooman & Associates’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1961850). View Kooman & Associates’s 13F filings on SEC