StockDriftsStockDriftsTop 50 Sprinkle Financial Consultants LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 9.54% | 826.3K | $24.3M | -0.59%(-4.93K) | $17.84(+71.13%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 7.36% | 190.2K | $18.8M | +4.60%(+8.36K) | $77.42(+23.55%) | 2026-06-30 | |
| OKE | ONEOK INC NEW | 5.82% | 170.5K | $14.8M | +33.47%(+42.77K) | $82.34(+9.58%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.63% | 96.7K | $14.3M | +0.02%(+23) | $103.14(+44.23%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.7% | 255.5K | $12.0M | +14.55%(+32.45K) | $47.09(-1.87%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 4.3% | 378.5K | $11.0M | +0.85%(+3.18K) | $25.02(+16.77%) | 2026-06-30 | |
| JPSE | J P MORGAN EXCHANGE TRADED F | 4.24% | 179.7K | $10.8M | +2.82%(+4.92K) | $46.04(+31.77%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.39% | 157.0K | $8.6M | -0.02%(-27) | $35.66(+60.84%) | 2026-06-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 3.19% | 120.3K | $8.1M | +18.46%(+18.75K) | $63.40(+10.14%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.39% | 8.2K | $6.1M | -0.05%(-4) | $485.77(+60.02%) | 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 | — | — | — | — | +40.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +44.17% |
Sprinkle Financial Consultants LLC reports $254.91M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (9.5%), JGRO (7.4%) and OKE (5.8%). The top 20 holdings account for 68.59% of reported assets. Its disclosed equity book has returned +40.00% 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 Sprinkle Financial Consultants LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011593). View Sprinkle Financial Consultants LLC’s 13F filings on SEC