StockDriftsStockDriftsTop 50 Register Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 3.75% | 141.8K | $12.2M | +2.82%(+3.89K) | $45.14(+97.58%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.5% | 52.4K | $11.4M | +1.48%(+763) | $148.59(+53.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.5% | 39.5K | $11.4M | +0.84%(+329) | $157.85(+93.46%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.28% | 9.3K | $10.7M | -1.07%(-100) | $56.55(+1694.51%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 2.81% | 107.0K | $9.1M | +1.26%(+1.33K) | $55.40(+59.09%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 1.84% | 88.8K | $6.0M | +0.59%(+519) | $45.74(+50.41%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.77% | 17.6K | $5.8M | +2.28%(+393) | $139.57(+161.31%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.57% | 13.7K | $5.1M | +0.45%(+62) | $303.66(+60.07%) | 2026-06-30 | |
| ATI | ATI INC | 1.56% | 25.9K | $5.1M | -13.40%(-4.00K) | $33.23(+587.54%) | 2026-06-30 | |
| NNBR | NN INC | 1.53% | 1.39M | $5.0M | +6.26%(+82.04K) | $2.44(+60.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.51% | +79.42% | — | — | +91.12% |
| Top 20 Holdings Unweighted | +22.78% | +85.08% | — | — | +91.35% |
Register Financial Advisors LLC reports $326.08M in US-listed equity holdings across 426 positions in its most recent 13F filing. Its largest disclosed positions are VUG (3.8%), VTV (3.5%) and AAPL (3.5%). The top 20 holdings account for 36.76% of reported assets. Its disclosed equity book has returned +79.42% 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 Register Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1962636). View Register Financial Advisors LLC’s 13F filings on SEC