StockDriftsStockDriftsTop 50 Novare Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.5% | 103.7K | $77.5M | -0.71%(-742) | $388.60(+99.52%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.57% | 222.7K | $64.4M | -0.91%(-2.05K) | $109.64(+178.53%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.27% | 80.3K | $60.2M | +12.02%(+8.62K) | $430.85(+80.79%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.72% | 146.8K | $52.4M | -1.66%(-2.47K) | $81.86(+321.09%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.53% | 261.4K | $49.8M | +13.73%(+31.56K) | $135.21(+41.06%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.19% | 120.4K | $44.9M | +0.73%(+874) | $112.47(+332.20%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.01% | 212.2K | $42.5M | -1.34%(-2.89K) | $87.10(+159.55%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.88% | 107.5K | $40.6M | -2.62%(-2.89K) | $25.89(+1420.92%) | 2026-06-30 | |
| VSLU | ETF OPPORTUNITIES TRUST | 2.47% | 751.4K | $34.8M | -6.55%(-52.66K) | $30.28(+62.74%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.33% | 137.7K | $32.8M | +3.82%(+5.06K) | $119.79(+119.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.04% | +64.47% | +10.35% | +63.60% |
| Top 20 Holdings Unweighted | +18.02% | +64.38% | +9.93% | +60.52% |
Novare Capital Management LLC reports $1.41B in US-listed equity holdings across 210 positions in its most recent 13F filing. Its largest disclosed positions are SPY (5.5%), AAPL (4.6%) and IVV (4.3%). The top 20 holdings account for 52.66% of reported assets. Its disclosed equity book has returned +64.47% 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 Novare Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1388409). View Novare Capital Management LLC’s 13F filings on SEC