StockDriftsStockDriftsTop 50 Sterneck Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.24% | 82.6K | $23.9M | -3.14%(-2.67K) | $47.73(+539.82%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 9.46% | 103.8K | $22.1M | -0.12%(-124) | $115.17(+92.55%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 5.65% | 254.5K | $13.2M | -2.19%(-5.71K) | $36.17(+45.34%) | 2026-06-30 | |
| JPUS | J P MORGAN EXCHANGE TRADED F | 5.53% | 92.0K | $12.9M | -0.14%(-127) | $81.61(+78.00%) | 2026-06-30 | |
| JPIN | J P MORGAN EXCHANGE TRADED F | 5.24% | 169.1K | $12.2M | -1.78%(-3.07K) | $56.42(+35.40%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 3.95% | 101.5K | $9.2M | -0.72%(-731) | $46.55(+102.57%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 3.62% | 65.9K | $8.4M | -0.54%(-360) | $101.11(+30.94%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.48% | 10.9K | $8.1M | -0.36%(-39) | $394.01(+96.78%) | 2026-06-30 | |
| GBIL | GOLDMAN SACHS ETF TR | 3.43% | 80.0K | $8.0M | -1.13%(-915) | $100.17(-0.11%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.31% | 62.0K | $7.7M | -0.71%(-445) | $66.97(+91.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.27% | +61.26% | +8.24% | +48.54% |
| Top 20 Holdings Unweighted | +18.90% | +68.11% | +8.14% | +47.90% |
Sterneck Capital Management, LLC reports $233.42M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.2%), RSP (9.5%) and SPEM (5.7%). The top 20 holdings account for 76.47% of reported assets. Its disclosed equity book has returned +61.26% 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 Sterneck Capital Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1438574). View Sterneck Capital Management, LLC’s 13F filings on SEC