VAUGHAN DAVID INVESTMENTS LLC IL
Q2 2026 Form 13-F
PEORIA, ILLINOIS
CIK 0001063571
· CRD 105990
· SEC-registered investment adviser
$5.0B Reported Value Total
DAVID VAUGHAN INVESTMENTS, LLC reports 4,288 total accounts under management (AUM). There are 4,283 discretionary accounts valued at $5,329,836,830, and 5 non-discretionary accounts valued at $1,545,993.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-20
Reported value
$5.0B
Quarter over quarter
+6.4%
Holdings
245
Top-10 concentration
22.0%
Key People
Form ADV owners & control persons
Darrin Attis Autry
ELECTED MANAGER
Brian Andrew Christensen
ELECTED MANAGER & SR VICE PRESIDENT & CHIEF INVESTMENT OFFICER
Michael L Dewalt
ELECTED MANAGER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 11, 2026 |
| Form | 13F-HR |
| Reported value | $5.0B |
| Positions | 245 |
| Change in reported value | +6.2% |
| New positions | 16 |
| Exited positions | 5 |
| Position turnover | 8.4% |
| Top-10 concentration | 22.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 11, 2026
|
245 | $5.0B |
|
Q1 2026 13F
Filed May 12, 2026
|
234 | $4.7B |
|
Q4 2025 13F
Filed Feb 12, 2026
|
225 | $4.6B |
|
Q3 2025 13F
Filed Oct 29, 2025
|
227 | $4.6B |
|
Q2 2025 13F
Filed Jul 31, 2025
|
230 | $4.5B |
|
Q1 2025 13F
Filed May 13, 2025
|
214 | $4.3B |
|
Q4 2024 13F
Filed Feb 4, 2025
|
212 | $4.2B |
|
Q3 2024 13F
Filed Nov 4, 2024
|
216 | $4.3B |
|
Q2 2024 13F
Filed Aug 7, 2024
|
209 | $4.0B |
|
Q1 2024 13F
Filed May 13, 2024
|
219 | $4.0B |
|
Q4 2023 13F
Filed Jan 29, 2024
|
202 | $3.7B |
|
Q3 2023 13F
Filed Nov 7, 2023
|
198 | $3.3B |
|
Q2 2023 13F
Filed Aug 2, 2023
|
201 | $3.4B |
|
Q1 2023 13F
Filed May 2, 2023
|
198 | $3.3B |
|
Q4 2022 13F
Filed Feb 7, 2023
|
198 | $3.4B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
190 | $3.0B |
|
Q2 2022 13F
Filed Aug 11, 2022
|
186 | $3.1B |
|
Q1 2022 13F
Filed May 9, 2022
|
193 | $3.4B |
|
Q4 2021 13F
Filed Feb 10, 2022
|
202 | $3.4B |
|
Q3 2021 13F
Filed Nov 4, 2021
|
185 | $3.1B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | LRCX LAM RESEARCH CORP | $216.2M | 4.3% |
| 2 | AVGO BROADCOM INC | $146.9M | 2.92% |
| 3 | JPM JP MORGAN CHASE & CO | $108.0M | 2.15% |
| 4 | MSFT MICROSOFT CORP | $104.7M | 2.09% |
| 5 | CSCO CISCO SYSTEMS INC | $104.6M | 2.08% |
| 6 | DE DEERE & CO | $95.7M | 1.91% |
| 7 | GOOGL ALPHABET INC CL A | $86.4M | 1.72% |
| 8 | ABBV ABBVIE INC | $83.2M | 1.66% |
| 9 | ETR ENTERGY CORP | $79.7M | 1.59% |
| 10 | GS GOLDMAN SACHS GROUP INC | $79.6M | 1.58% |
| 11 | JNJ JOHNSON & JOHNSON | $78.5M | 1.56% |
| 12 | AXP AMERICAN EXPRESS CO | $76.9M | 1.53% |
| 13 | ETN EATON CORPORATION PLC F | $74.8M | 1.49% |
| 14 | WMB WILLIAMS COS INC | $70.3M | 1.4% |
| 15 | C CITIGROUP INC | $66.0M | 1.31% |
| 16 | AEP AMERICAN ELECTRIC POWER | $65.8M | 1.31% |
| 17 | UNH UNITEDHEALTH GROUP | $65.3M | 1.3% |
| 18 | CAT CATERPILLAR INC | $65.0M | 1.29% |
| 19 | ALL ALLSTATE CORP | $62.4M | 1.24% |
| 20 | NEE NEXTERA ENERGY INC | $62.0M | 1.23% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.