DEFINE FINANCIAL, LLC
DEFINE FINANCIAL, LLC reported 47 positions worth $217.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: AVUV (15.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUV | SH | $32.8M | 15.07% | 263,037 | — | — | |
| ▸ 2 | VTIP | SH | $32.4M | 14.87% | 644,675 | — | — | |
| ▸ 3 | AVDV | SH | $27.7M | 12.74% | 269,261 | — | — | |
| ▸ 4 | VTI | SH | $27.6M | 12.70% | 74,719 | — | — | |
| ▸ 5 | VEU | SH | $25.2M | 11.59% | 301,273 | — | — | |
| ▸ 6 | VNQ | SH | $22.0M | 10.11% | 228,368 | — | — | |
| ▸ 7 | AVEM | SH | $14.9M | 6.83% | 154,063 | — | — | |
| ▸ 8 | VWO | SH | $12.9M | 5.91% | 215,803 | — | — | |
| ▸ 9 | AAPL | SH | $1.8M | 0.84% | 6,342 | — | — | |
| ▸ 10 | MSFT | SH | $1.7M | 0.77% | 4,518 | — | — |
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Frequently Asked Questions
What stocks does DEFINE FINANCIAL, LLC hold as of Q2 2026?
DEFINE FINANCIAL, LLC reported 47 positions worth $217.8M in its Q2 2026 13F filing. Largest positions: AVUV (15.1%), VTIP (14.9%), AVDV (12.7%), VTI (12.7%) and VEU (11.6%).
What did DEFINE FINANCIAL, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did DEFINE FINANCIAL, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.