StockDriftsStockDriftsTop 50 Mustard Seed Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 8.72% | 215.4K | $16.8M | +5.46%(+11.16K) | $76.54(+1.27%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 7.98% | 194.3K | $15.4M | +6.54%(+11.92K) | $78.05(+0.64%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 6.84% | 152.8K | $13.2M | +7.92%(+11.22K) | $57.76(+54.21%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 6.22% | 156.1K | $12.0M | +17.27%(+22.98K) | $75.86(-0.43%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 5.33% | 259.7K | $10.3M | +16.52%(+36.81K) | $30.95(+35.39%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 4.39% | 167.0K | $8.4M | +13.00%(+19.21K) | $49.78(+0.10%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.32% | 38.1K | $8.3M | +0.89%(+335) | $145.37(+55.33%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.06% | 189.4K | $7.8M | +12.58%(+21.18K) | $31.83(+36.13%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 3.51% | 79.0K | $6.8M | -3.26%(-2.67K) | $56.03(+55.78%) | 2026-06-30 | |
| WMT | WALMART INC | 2.87% | 48.8K | $5.5M | +18.11%(+7.48K) | $63.27(+78.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.70% |
| Top 20 Holdings Unweighted | — | — | — | — | +47.72% |
Mustard Seed Financial, LLC reports $192.45M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are BSV (8.7%), VCSH (8.0%) and VUG (6.8%). The top 20 holdings account for 73.68% of reported assets. Its disclosed equity book has returned +34.70% cumulatively over 10 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 Mustard Seed Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011321). View Mustard Seed Financial, LLC’s 13F filings on SEC