StockDriftsStockDriftsTop 50 Studio Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTIP | Vanguard Short-Term Inflation-Protected ETF | 15.83% | 1.89M | $93.2M | +1.31%(+24.42K) | $49.29(-1.31%) | 2026-09-30 | |
| VIG | Vanguard Dividend Appreciation ETF | 5.62% | 141.8K | $33.1M | -0.53%(-751) | $156.16(+55.64%) | 2026-09-30 | |
| VTV | Vanguard Value ETF | 4.54% | 123.8K | $26.7M | -19.77%(-30.50K) | $140.50(+59.75%) | 2026-09-30 | |
| DFIC | DFA International Core Equity 2 ETF | 3.65% | 570.9K | $21.5M | -0.19%(-1.06K) | $25.23(+48.73%) | 2026-09-30 | |
| FNDF | Schwab Fundamental Intl Lg Co ETF | 3.27% | 358.7K | $19.3M | -6.30%(-24.13K) | $32.70(+64.51%) | 2026-09-30 | |
| VGSH | Vanguard Short-Term Treasury ETF | 2.93% | 299.4K | $17.2M | +2.44%(+7.12K) | $58.71(-1.88%) | 2026-09-30 | |
| DFSD | Dimensional Short-Duration Fixed Income ETF | 2.65% | 336.2K | $15.6M | +2.23%(+7.33K) | $47.50(-1.51%) | 2026-09-30 | |
| GOOGL | Alphabet Inc Class A | 2.39% | 41.0K | $14.1M | -14.61%(-7.01K) | $129.43(+150.49%) | 2026-09-30 | |
| BRK.B | Berkshire Hathaway Inc Class B | 2.35% | 27.8K | $13.8M | -2.85%(-814) | $280.00(+95.34%) | 2026-09-30 | |
| DFLV | DFA U.S. Large Cap Value ETF | 2.26% | 331.2K | $13.3M | +79.93%(+147.15K) | $33.74(+23.75%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.57% | +35.20% | +7.19% | +41.49% |
| Top 20 Holdings Unweighted | +11.79% | +39.69% | +9.01% | +53.92% |
Studio Investment Management LLC reports $589.00M in US-listed equity holdings across 181 positions in its most recent 13F filing. Its largest disclosed positions are VTIP (15.8%), VIG (5.6%) and VTV (4.5%). The top 20 holdings account for 60.06% of reported assets. Its disclosed equity book has returned +35.20% on a three-year cumulative basis. Figures reflect the Q3 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 Studio Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1893893). View Studio Investment Management LLC’s 13F filings on SEC