StockDriftsStockDriftsTop 50 Oliver Lagore Vanvalin Investment Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | 6.19% | 173.3K | $15.8M | +6078.11%(+170.49K) | $88.08 | 2025-06-30 | |
| IEF | ISHARES TR | 5.81% | 155.3K | $14.8M | +16.89%(+22.44K) | $90.10 | 2025-06-30 | |
| BIL | SPDR SER TR | 4.85% | 134.8K | $12.4M | -29.78%(-57.19K) | $83.09 | 2025-06-30 | |
| QQQ | INVESCO QQQ TR | 4.49% | 24.4K | $11.4M | +169.11%(+15.32K) | $418.97 | 2025-06-30 | |
| SPLG | SPDR SER TR | 3.77% | 146.1K | $9.6M | +12.40%(+16.12K) | $57.58 | 2025-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.45% | 45.6K | $8.8M | +12.19%(+4.95K) | $176.27 | 2025-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.38% | 119.6K | $6.1M | +11.00%(+11.85K) | $46.75 | 2025-06-30 | |
| ONEQ | FIDELITY COMWLTH TR | 2.34% | 87.4K | $6.0M | +15.60%(+11.80K) | $55.05 | 2025-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 2.19% | 38.3K | $5.6M | +63.36%(+14.85K) | $134.92 | 2025-06-30 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 2.09% | 172.5K | $5.3M | -26.95%(-63.66K) | $18.99 | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.98% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.17% |
Oliver Lagore Vanvalin Investment Group reports $254.80M in US-listed equity holdings across 661 positions in its most recent 13F filing. Its largest disclosed positions are TLT (6.2%), IEF (5.8%) and BIL (4.8%). The top 20 holdings account for 52.23% of reported assets. Its disclosed equity book has returned +28.98% cumulatively over 10 quarters. Figures reflect the Q2 2025 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 Oliver Lagore Vanvalin Investment Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907568). View Oliver Lagore Vanvalin Investment Group’s 13F filings on SEC