StockDriftsStockDriftsTop 50 Wolf Group Capital Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | 4.92% | 318.1K | $14.6M | +792.46%(+282.45K) | — | 2025-03-31 | |
| HAWX | ISHARES TR | 3.98% | 354.1K | $11.8M | +0.85%(+2.99K) | — | 2025-03-31 | |
| VLUE | ISHARES TR | 3.52% | 98.3K | $10.5M | +5.10%(+4.77K) | — | 2025-03-31 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 3.4% | 396.2K | $10.1M | +52.71%(+136.75K) | — | 2025-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.03% | 52.2K | $9.0M | +90.68%(+24.81K) | — | 2025-03-31 | |
| AAPL | APPLE INC | 2.93% | 39.2K | $8.7M | -2.69%(-1.08K) | — | 2025-03-31 | |
| ONEV | SPDR SER TR | 2.73% | 64.0K | $8.1M | -0.56%(-363) | — | 2025-03-31 | |
| IWY | ISHARES TR | 2.4% | 33.9K | $7.2M | -11.39%(-4.36K) | — | 2025-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.15% | 105.6K | $6.4M | +95.74%(+51.66K) | — | 2025-03-31 | |
| PAVE | GLOBAL X FDS | 2.13% | 168.3K | $6.3M | new | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wolf Group Capital Advisors reports $297.74M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are XLG (4.9%), HAWX (4.0%) and VLUE (3.5%). Figures reflect the Q1 2025 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 Wolf Group Capital Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1579111). View Wolf Group Capital Advisors’s 13F filings on SEC