StockDriftsStockDriftsTop 50 Scheeler Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 40.07% | 577.7K | $52.9M | new | $91.64(-0.08%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 5.23% | 20.3K | $6.9M | new | $347.03(-1.98%) | 2026-09-30 | |
| FENY | FIDELITY COVINGTON TRUST | 4.8% | 187.2K | $6.3M | new | $31.73(+17.24%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.75% | 14.9K | $5.0M | new | $311.19(+10.20%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.53% | 20.4K | $4.7M | new | $214.24(+1.33%) | 2026-09-30 | |
| V | VISA INC | 3.15% | 11.6K | $4.2M | new | $351.21(+14.72%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.9% | 7.5K | $3.8M | new | $442.96(+20.44%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.74% | 7.3K | $3.6M | new | $499.17(+6.62%) | 2026-09-30 | |
| CSCO | CISCO SYS INC | 2.33% | 28.6K | $3.1M | new | $112.54(-5.37%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.05% | 13.8K | $2.7M | new | $193.14(-3.72%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Scheeler Financial LLC reports $132.11M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are BIL (40.1%), GOOG (5.2%) and FENY (4.8%). The top 20 holdings account for 83.08% of reported assets. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Scheeler Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2152854). View Scheeler Financial LLC’s 13F filings on SEC