StockDriftsStockDriftsTop 50 One Day In July LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTI | SPDR SERIES TRUST | 11.33% | 5.74M | $163.0M | +7.17%(+383.84K) | $28.51(-1.37%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 8.22% | 748.4K | $118.3M | +2.37%(+17.34K) | $110.44(+50.55%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.8% | 163.4K | $112.2M | -1.32%(-2.19K) | $321.62(+121.59%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 7.6% | 1.27M | $109.3M | +3.72%(+45.47K) | $55.50(+60.69%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 7.01% | 1.15M | $100.9M | +8.34%(+88.35K) | $68.71(+32.80%) | 2026-06-30 | |
| SPTL | SPDR SERIES TRUST | 6.98% | 3.83M | $100.4M | +7.81%(+277.37K) | $27.31(-8.86%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.6% | 265.8K | $80.5M | +1.76%(+4.59K) | $205.05(+47.00%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.8% | 324.8K | $69.1M | +5.29%(+16.32K) | $177.28(+25.09%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 3.35% | 131.6K | $48.1M | +1.98%(+2.55K) | $238.22(+53.82%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 3.23% | 804.5K | $46.4M | +9.13%(+67.29K) | $44.39(+31.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.95% | +36.58% | +4.29% | +23.40% |
| Top 20 Holdings Unweighted | +10.60% | +35.28% | +3.87% | +20.91% |
One Day In July LLC reports $1.44B in US-listed equity holdings across 167 positions in its most recent 13F filing. Its largest disclosed positions are SPTI (11.3%), VYM (8.2%) and VOO (7.8%). The top 20 holdings account for 81.28% of reported assets. Its disclosed equity book has returned +36.58% 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 One Day In July LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1823172). View One Day In July LLC’s 13F filings on SEC