StockDriftsStockDriftsTop 50 Sfm LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 22.65% | 64.3K | $44.2M | +6.34%(+3.83K) | $453.12(+56.92%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 8.29% | 321.0K | $16.2M | +73.54%(+136.03K) | $50.31(+0.22%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6.5% | 157.4K | $12.7M | +10.59%(+15.07K) | $58.40(+42.16%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.49% | 14.3K | $10.7M | -4.21%(-629) | $514.29(+51.15%) | 2026-06-30 | |
| IAUM | ISHARES GOLD TRUST MICRO | 4.51% | 220.0K | $8.8M | +1.45%(+3.15K) | $29.95(+46.29%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.77% | 30.9K | $7.4M | -9.57%(-3.27K) | $155.71(+76.58%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.25% | 17.0K | $6.3M | -17.38%(-3.57K) | $355.93(+41.25%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.01% | 16.4K | $5.9M | -5.29%(-918) | $140.46(+150.22%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.54% | 24.7K | $5.0M | -5.77%(-1.51K) | $102.85(+114.36%) | 2026-06-30 | |
| IQLT | ISHARES TR | 2.47% | 97.3K | $4.8M | +10.89%(+9.55K) | $38.79(+33.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.24% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.90% |
Sfm LLC reports $195.07M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are VOO (22.6%), USFR (8.3%) and VO (6.5%). The top 20 holdings account for 77.95% of reported assets. Its disclosed equity book has returned +38.24% cumulatively over 10 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 Sfm LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2064225). View Sfm LLC’s 13F filings on SEC