Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IEMGIshares Inc | $111.7M | 16.2% | |
| SONYSony Group Corp | $50.7M | 7.4% | |
| TNGXTango Therapeutics Inc | $41.2M | 6.0% | |
| HMCHonda Motor Co Ltd | $41.2M | 6.0% | |
| EWYIshares Inc | $31.4M | 4.6% | |
| NVONovo-nordisk A S | $30.3M | 4.4% | |
| FXIIshares Tr | $27.2M | 3.9% | |
| EFAIshares Tr | $19.2M | 2.8% | |
| Pharvaris N VCUSIP N69605108 | $16.7M | 2.4% | |
| INDAIshares Tr | $16.1M | 2.3% | |
| MUMicron Technology Inc | $15.0M | 2.2% | |
| VEAVanguard Tax-managed Fds | $14.6M | 2.1% | |
| EWAIshares Inc | $11.1M | 1.6% | |
| SCJIshares Inc | $10.6M | 1.5% | |
| GOOGLAlphabet Inc | $10.4M | 1.5% | |
| DEODiageo PLC | $10.1M | 1.5% | |
| BPBp PLC | $10.1M | 1.5% | |
| GSKGsk PLC | $9.9M | 1.4% | |
| IXUSIshares Tr | $9.5M | 1.4% | |
| MSFTMicrosoft Corp | $9.5M | 1.4% | |
| RVMDRevolution Medicines Inc | $8.9M | 1.3% | |
| MANEVeradermics Inc | $8.6M | 1.2% | |
| INGIng Groep N.v. | $7.5M | 1.1% | |
| IXNIshares Tr | $7.2M | 1.0% | |
| SNDKSandisk Corp | $6.4M | 0.9% |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| March 31, 2026 | +3.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Dv Equities, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1841659&type=13F-HR&dateb=&owner=include&count=40CIK 1841659
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1841659/000184165926000009/Filed August 14, 2026 · accession 0001841659-26-000009