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DEFINE FINANCIAL, LLC
DEFINE FINANCIAL, LLC
Latest filing: 2026-06-30
DEFINE FINANCIAL, LLC runs DEFINE FINANCIAL, LLC and currently holds 47 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $217.79M. Their top holdings are AVUV, VTIP, AVDV, VTI, VEU. The top five represent 67.0% of reported portfolio weight. DEFINE FINANCIAL, LLC ranks #830 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DEFINE FINANCIAL, LLC initiated 6 new positions. They added to 36 existing positions. They trimmed 4 positions. Their current best-performing preview position is QCOM with returns of +43.50%.
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47 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVUV AMERICAN CENTY ETF TR | 15.07% | $97.47 | $126.43 | +29.71% | Added +5.68% |
 VTIP VANGUARD MALVERN FDS | 14.87% | $49.05 | $49.79 | +1.51% | Added +13.85% |
 AVDV AMERICAN CENTY ETF TR | 12.74% | $67.79 | $111.97 | +65.17% | Added +6.81% |
 VTI VANGUARD INDEX FDS | 12.70% | $294.59 | $378.25 | +28.40% | Added +3.19% |
 VEU VANGUARD INTL EQUITY INDEX F | 11.59% | $59.71 | $85.70 | +43.53% | Added +5.20% |
 VNQ VANGUARD INDEX FDS | 10.11% | $89.46 | $98.48 | +10.08% | Added +5.11% |
 AVEM AMERICAN CENTY ETF TR | 6.83% | $60.16 | $94.23 | +56.63% | Added +1.85% |
 VWO VANGUARD INTL EQUITY INDEX F | 5.91% | $45.23 | $60.45 | +33.65% | Added +3.30% |
 AAPL APPLE INC | 0.84% | $255.16 | $309.35 | +21.24% | Added +23.10% |
 MSFT MICROSOFT CORP | 0.77% | $423.57 | $483.24 | +14.09% | Added +13.26% |
Showing 1-10 of 47