Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Kraft, Davis & Associates, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Kraft, Davis & Associates, LLC (CIK 1919438) reported $478.8M across 155 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SMH ($35.5M, 7.42%), VTI ($26.0M, 5.42%), IVV ($23.2M, 4.85%), FTEC ($20.9M, 4.37%), VIG ($17.5M, 3.65%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SMHVANECK ETF TRUST$35.5M7.42%60,208Trimmed
2VTIVANGUARD INDEX FDS$26.0M5.42%70,636Added
3IVVISHARES TR$23.2M4.85%31,045Added
4FTECFIDELITY COVINGTON TRUST$20.9M4.37%76,376Trimmed
5VIGVANGUARD SPECIALIZED FUNDS$17.5M3.65%73,518Added
6QUALISHARES TR$16.2M3.39%74,726Added
7QTUMETF SER SOLUTIONS$16.1M3.37%106,301Trimmed
8VUGVANGUARD INDEX FDS$15.6M3.26%182,148Added
9DFUSDIMENSIONAL ETF TRUST$15.0M3.14%184,603Added
10VYMIVANGUARD WHITEHALL FDS$13.7M2.85%137,555Added
11NEARISHARES U S ETF TR$13.1M2.73%259,050Added
12SPSBSPDR SERIES TRUST$11.7M2.45%392,202Trimmed
13RWLINVESCO EXCH TRADED FD TR II$11.6M2.42%89,476Added
14VEAVANGUARD TAX-MANAGED FDS$11.4M2.39%163,306Trimmed
15UTESETFIS SER TR I$10.9M2.28%135,728Added
16VEUVANGUARD INTL EQUITY INDEX F$10.3M2.15%125,122Added
17ITAISHARES TR$9.5M1.98%39,541Added
18GLDMWORLD GOLD TR$9.2M1.93%114,636Added
19JPLDJ P MORGAN EXCHANGE TRADED F$9.1M1.91%175,879Added
20SPYSTATE STR SPDR S&P 500 ETF T$8.1M1.70%10,941Added
21NOBLPROSHARES TR$8.1M1.69%142,691Added
22REMXVANECK ETF TRUST$7.7M1.61%97,615Added
23VCSHVANGUARD SCOTTSDALE FDS$7.4M1.54%93,706Added
24EMXCISHARES INC$7.4M1.54%76,207Trimmed
25NVDANVIDIA CORPORATION$7.0M1.47%34,850Added

Source: SEC Form 13F filings · as of 2026-06-30