StockDriftsStockDriftsTop 29 Phil A. Younker & Associates, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 22.13% | 1.42M | $32.8M | -9.57%(-150.24K) | $23.29(-2.25%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 18.08% | 926.2K | $26.8M | -12.70%(-134.78K) | $22.95(+30.34%) | 2026-06-30 | |
| MINT | PIMCO ETF TR | 15.06% | 221.7K | $22.3M | +13.11%(+25.69K) | $100.50(+0.08%) | 2026-06-30 | |
| AOR | ISHARES TR | 7.4% | 158.0K | $11.0M | -10.47%(-18.48K) | $60.30(+16.17%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 7.32% | 342.6K | $10.9M | +24.81%(+68.11K) | $28.25(+21.35%) | 2026-06-30 | |
| GAL | SSGA ACTIVE ETF TR | 5.83% | 163.6K | $8.6M | -0.66%(-1.08K) | $44.85(+19.72%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.72% | 306.5K | $8.5M | +5.25%(+15.29K) | $21.00(+34.59%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.34% | 168.4K | $5.0M | +23.14%(+31.65K) | $23.71(+28.80%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 2.53% | 103.7K | $3.7M | +0.00%(+0) | $26.55(+31.13%) | 2026-06-30 | |
| LQD | ISHARES TR | 2.21% | 30.0K | $3.3M | +0.00%(+0) | $109.78(-3.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.12% |
Phil A. Younker & Associates, Ltd. reports $148.39M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are SCHZ (22.1%), SCHB (18.1%) and MINT (15.1%). The top 20 holdings account for 98.56% of reported assets. Its disclosed equity book has returned +16.25% cumulatively over 6 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 Phil A. Younker & Associates, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2063635). View Phil A. Younker & Associates, Ltd.’s 13F filings on SEC