StockDriftsStockDriftsTop 50 1900 Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 29.61% | 6.03M | $461.2M | +1.24%(+73.87K) | $60.78(+40.17%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 7.96% | 2.46M | $124.0M | +0.71%(+17.36K) | $50.61(-0.11%) | 2026-03-31 | |
| UBND | VICTORY PORTFOLIOS II | 6.12% | 4.38M | $95.4M | +2.11%(+90.71K) | $21.59(+0.64%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 4.51% | 1.41M | $70.3M | +12.75%(+158.95K) | $50.12(+0.29%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.59% | 788.0K | $55.9M | +3.51%(+26.71K) | $47.57(+65.80%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.9% | 69.1K | $45.2M | +0.34%(+232) | $438.09(+65.94%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 2.88% | 756.8K | $44.8M | +1.76%(+13.05K) | $50.94(+26.15%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.36% | 192.0K | $36.8M | -0.48%(-917) | $111.53(+86.05%) | 2026-03-31 | |
| MTUM | ISHARES TR | 2.05% | 132.7K | $31.9M | -0.83%(-1.11K) | $155.62(+87.05%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.9% | 462.6K | $29.6M | -1.14%(-5.33K) | $48.84(+41.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.51% | +38.65% |
| Top 20 Holdings Unweighted | +9.87% | +32.63% |
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