StockDriftsStockDriftsTop 50 Quattro Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPSB | SPDR SERIES TRUST | 7.79% | 1.21M | $36.5M | +443.04%(+991.08K) | $29.98(-0.09%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 6.74% | 541.4K | $31.5M | +1027.54%(+493.39K) | $58.38(-0.39%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.64% | 110.6K | $26.4M | +6.52%(+6.78K) | $197.04(+33.24%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.16% | 64.7K | $24.1M | +16.39%(+9.12K) | $414.97(+17.13%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.07% | 31.8K | $23.7M | +36.81%(+8.54K) | $670.32(+15.67%) | 2026-06-30 | |
| MBB | ISHARES TR | 4.88% | 241.6K | $22.8M | +237.49%(+170.03K) | $94.44(-1.38%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.5% | 356.9K | $21.0M | +274.09%(+261.48K) | $59.29(-1.53%) | 2026-06-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 4.42% | 337.9K | $20.7M | +0.03%(+107) | $40.88(+53.99%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.41% | 28.0K | $20.6M | -6.23%(-1.86K) | $434.07(+68.75%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.8% | 26.2K | $13.1M | +61.71%(+10.00K) | $483.49(+3.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.67% | +35.55% | +3.90% | +21.10% |
| Top 20 Holdings Unweighted | +12.47% | +42.27% | +4.71% | +25.87% |
Quattro Financial Advisors LLC reports $467.78M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are SPSB (7.8%), VGSH (6.7%) and AMZN (5.6%). The top 20 holdings account for 70.98% of reported assets. Its disclosed equity book has returned +35.55% 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 Quattro Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1705929). View Quattro Financial Advisors LLC’s 13F filings on SEC