StockDriftsStockDriftsTop 50 Sanchez Levi Garrett Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 16.45% | 44.1K | $30.3M | -1.63%(-731) | $612.34(+16.54%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.83% | 305.9K | $21.8M | +4.76%(+13.90K) | $63.43(+16.01%) | 2026-06-30 | |
| ESGV | VANGUARD WORLD FD | 6.61% | 92.1K | $12.2M | +1.33%(+1.21K) | $116.66(+17.83%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 5.11% | 75.4K | $9.4M | +5.54%(+3.96K) | $106.77(+20.57%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.81% | 212.4K | $8.9M | +4.04%(+8.24K) | $37.45(+14.26%) | 2026-06-30 | |
| VSGX | VANGUARD WORLD FD | 4.11% | 91.9K | $7.6M | +5.48%(+4.77K) | $71.89(+16.30%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 3.98% | 29.8K | $7.3M | +14.39%(+3.75K) | $209.36(+19.70%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.27% | 100.9K | $6.0M | +9.20%(+8.50K) | $54.09(+11.14%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.25% | 116.0K | $6.0M | +0.02%(+18) | $45.96(+17.08%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 3.03% | 110.4K | $5.6M | +7.77%(+7.96K) | $50.10(-0.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.98% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.53% |
Sanchez Levi Garrett reports $184.26M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are VOO (16.4%), VEA (11.8%) and ESGV (6.6%). The top 20 holdings account for 80.92% of reported assets. Its disclosed equity book has returned +11.98% cumulatively over 1 quarter. 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 Sanchez Levi Garrett’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2126627). View Sanchez Levi Garrett’s 13F filings on SEC