StockDriftsStockDriftsTop 50 VAUGHAN & Co SECURITIES, INC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES TR | 12.83% | 69.8K | $27.5M | -3.59%(-2.60K) | $216.00(+82.75%) | 2026-06-30 | |
| IWF | ISHARES TR | 12.32% | 212.7K | $26.4M | -0.56%(-1.21K) | $46.69(+164.27%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 12.28% | 185.6K | $26.3M | -0.20%(-379) | $68.72(+116.46%) | 2026-06-30 | |
| HDV | ISHARES TR | 11.63% | 910.1K | $24.9M | +0.20%(+1.82K) | $20.00(+46.73%) | 2026-06-30 | |
| ISCV | ISHARES TR | 10.63% | 290.9K | $22.8M | -0.85%(-2.49K) | $52.47(+55.44%) | 2026-06-30 | |
| IEMG | ISHARES INC | 7.95% | 205.9K | $17.1M | -3.55%(-7.58K) | $54.49(+51.64%) | 2026-06-30 | |
| IEFA | ISHARES TR | 6.82% | 151.4K | $14.6M | +0.42%(+634) | $74.16(+36.63%) | 2026-06-30 | |
| IXN | ISHARES TR | 5.55% | 82.4K | $11.9M | -6.77%(-5.98K) | $46.52(+211.13%) | 2026-06-30 | |
| DES | WISDOMTREE TR | 1.49% | 78.4K | $3.2M | -0.17%(-131) | $27.42(+51.32%) | 2026-06-30 | |
| EFAV | ISHARES TR | 1.28% | 31.3K | $2.7M | +0.20%(+64) | $72.84(+28.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.16% | +60.80% | +8.63% | +51.30% |
| Top 20 Holdings Unweighted | +17.09% | +60.54% | +10.05% | +61.41% |
VAUGHAN & Co SECURITIES, INC. reports $214.44M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are IWO (12.8%), IWF (12.3%) and GSLC (12.3%). The top 20 holdings account for 89.8% of reported assets. Its disclosed equity book has returned +60.80% 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 VAUGHAN & Co SECURITIES, INC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 805870). View VAUGHAN & Co SECURITIES, INC.’s 13F filings on SEC