1y return+16.2%S&P 500 +20.9%
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.
$100 invested in its stock picks
Since December 31, 2023: $131 against $157 in the S&P 500.2
Voisard Asset Management Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPTMSpdr Series Trust | $78.9M | 14.9% | +3.4% |
| AVLVAmerican Centy Etf Tr | $58.0M | 11.0% | |
| SPTISpdr Series Trust | $55.6M | 10.5% | +11.9% |
| IUSGIshares Tr | $41.3M | 7.8% | +2.1% |
| JCPBJ P Morgan Exchange Traded F | $40.4M | 7.6% | +9.8% |
| SCHFSchwab Strategic Tr | $36.9M | 7.0% | +2.0% |
| SLQDIshares Tr | $19.8M | 3.8% | −25.6% |
| DFAEDimensional Etf Trust | $19.8M | 3.8% | |
| VGSHVanguard Scottsdale Fds | $16.6M | 3.1% | +3.3% |
| JAAAJanus Detroit Str Tr | $14.6M | 2.8% | +41.5% |
| AVUVAmerican Centy Etf Tr | $14.1M | 2.7% | +1.9% |
| SPYState Str Spdr S&p 500 Etf T | $13.4M | 2.5% | |
| AVDVAmerican Centy Etf Tr | $9.4M | 1.8% | |
| DIHPDimensional Etf Trust | $9.2M | 1.7% | +2.6% |
| MUMicron Technology Inc | $5.5M | 1.0% | −9.2% |
| SUBIshares Tr | $5.1M | 1.0% | |
| ITOTIshares Tr | $4.4M | 0.8% | |
| GEVGe Vernova Inc | $4.4M | 0.8% | +529.4% |
| AVUSAmerican Centy Etf Tr | $3.8M | 0.7% | |
| SCHXSchwab Strategic Tr | $3.7M | 0.7% | −2.6% |
| AAPLApple Inc | $3.3M | 0.6% | |
| MUBIshares Tr | $2.7M | 0.5% | −1.2% |
| BOXXEa Series Trust | $2.5M | 0.5% | +36.4% |
| IWFIshares Tr | $2.4M | 0.4% | |
| GEGe Aerospace | $2.4M | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $1.9M |
| GEGe Aerospace | December 31, 2023 | +192.8% | $2.4M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $2.1M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $1.5M |
| GEVGe Vernova Inc | June 30, 2025 | +122.0% | $4.4M |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $1.7M |
| DFAEDimensional Etf Trust | December 31, 2023 | +66.8% | $19.8M |
| IWFIshares Tr | December 31, 2023 | +63.8% | $2.4M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2023 | +57.1% | $13.4M |
| IVVIshares Tr | December 31, 2023 | +56.8% | $2.1M |
Sold off last quarter
- IJHIshares Tr was $230K
- SHYMBlackrock Etf Trust II was $230K
- NEMNewmont Corp was $217K
- JMSTJ P Morgan Exchange Traded F was $205K
- ABVEFAbove Food Ingredients Inc was $44K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | −2.1% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +3.2% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Voisard Asset Management Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011215&type=13F-HR&dateb=&owner=include&count=40CIK 2011215
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011215/000208585326000707/Filed July 13, 2026 · accession 0002085853-26-000707