StockDriftsStockDriftsTop 50 Rachor Investment Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFSD | DIMENSIONAL ETF TRUST | 35.72% | 1.52M | $72.5M | +4.58%(+66.57K) | $48.05(-1.31%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 20.03% | 917.1K | $40.7M | -3.03%(-28.65K) | $39.08(+17.68%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 15.18% | 827.6K | $30.8M | +3.41%(+27.32K) | $33.70(+16.37%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 9.81% | 392.4K | $19.9M | +2.23%(+8.54K) | $50.71(+0.22%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.66% | 332.8K | $13.5M | -8.72%(-31.80K) | $32.58(+20.98%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 2.34% | 181.7K | $4.8M | +2.98%(+5.26K) | $23.41(+11.66%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.59% | 6.4K | $3.2M | +1.00%(+64) | $493.81(+5.98%) | 2026-06-30 | |
| DFAW | DIMENSIONAL ETF TRUST | 1.34% | 32.9K | $2.7M | +3.46%(+1.10K) | $73.06(+17.09%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 1.16% | 55.9K | $2.4M | +1.01%(+560) | $42.65(-2.29%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 0.53% | 3.1K | $1.1M | -1.06%(-33) | $278.70(+25.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.13% |
Rachor Investment Advisory Services, LLC reports $203.08M in US-listed equity holdings across 203 positions in its most recent 13F filing. Its largest disclosed positions are DFSD (35.7%), DFAC (20.0%) and DFIC (15.2%). The top 20 holdings account for 96.97% of reported assets. Its disclosed equity book has returned +5.75% cumulatively over 2 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 Rachor Investment Advisory Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2008792). View Rachor Investment Advisory Services, LLC’s 13F filings on SEC