StockDriftsStockDriftsTop 50 Voisard Asset Management Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 14.93% | 869.0K | $78.9M | +3.42%(+28.70K) | $73.10(+28.38%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 10.98% | 636.2K | $58.0M | -0.02%(-100) | $67.13(+40.68%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 10.53% | 1.96M | $55.6M | +11.90%(+208.41K) | $28.51(-1.47%) | 2026-06-30 | |
| IUSG | ISHARES TR | 7.81% | 219.3K | $41.3M | +2.05%(+4.42K) | $139.69(+38.70%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.65% | 861.3K | $40.4M | +9.82%(+77.03K) | $46.32(-0.26%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 6.97% | 1.33M | $36.9M | +1.95%(+25.48K) | $19.56(+44.50%) | 2026-06-30 | |
| SLQD | ISHARES TR | 3.76% | 394.1K | $19.8M | -25.64%(-135.90K) | $50.17(-0.16%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.75% | 493.4K | $19.8M | -0.91%(-4.53K) | $25.62(+52.03%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.14% | 285.3K | $16.6M | +3.27%(+9.02K) | $58.12(-0.13%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 2.77% | 290.0K | $14.6M | +41.49%(+85.04K) | $50.49(+0.17%) | 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 | — | — | — | — | +28.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.09% |
Voisard Asset Management Group INC reports $528.56M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are SPTM (14.9%), AVLV (11.0%) and SPTI (10.5%). The top 20 holdings account for 86.08% of reported assets. Its disclosed equity book has returned +28.02% 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 Voisard Asset Management Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011215). View Voisard Asset Management Group INC’s 13F filings on SEC