StockDriftsStockDriftsTop 50 STAR Financial Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | 11.02% | 124.2K | $27.1M | +1.90%(+2.31K) | $167.61(+35.74%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH ETF | 6.96% | 198.4K | $17.1M | +22.74%(+36.76K) | $78.14(+14.13%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 6.16% | 288.7K | $15.1M | +8.01%(+21.41K) | $52.69(-1.27%) | 2026-06-30 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 5.94% | 117.5K | $14.6M | -2.19%(-2.63K) | $58.66(+110.33%) | 2026-06-30 | |
| GOVT | ISHARES US TREASURY BOND ETF | 5.64% | 607.6K | $13.8M | +5.28%(+30.46K) | $22.98(-2.27%) | 2026-06-30 | |
| CAAA | FIRST TRUST AAA | 5.18% | 626.5K | $12.7M | +13.68%(+75.37K) | $20.44(-0.90%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKET ETF | 5.16% | 177.9K | $12.7M | +13.50%(+21.16K) | $62.57(+18.29%) | 2026-06-30 | |
| CLOA | BLACKROCK ETF TRUST II | 5.02% | 237.3K | $12.3M | +11.21%(+23.93K) | $51.87(-0.03%) | 2026-06-30 | |
| VO | VANGUARD MIDCAP VIPER ETF | 4.8% | 146.4K | $11.8M | +13.46%(+17.36K) | $72.88(+15.70%) | 2026-06-30 | |
| AGG | ISHARES CORE TOTAL U.S. BOND MARKET ETF | 4.27% | 105.8K | $10.5M | +11.72%(+11.10K) | $99.59(-2.19%) | 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 | +13.23% | +45.18% | — | — | +61.32% |
| Top 20 Holdings Unweighted | +11.37% | +38.13% | — | — | +46.43% |
STAR Financial Bank reports $245.44M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are VTV (11.0%), VUG (7.0%) and BINC (6.2%). The top 20 holdings account for 75.47% of reported assets. Its disclosed equity book has returned +45.18% 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 STAR Financial Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965329). View STAR Financial Bank’s 13F filings on SEC