StockDriftsStockDriftsTop 50 Accretive Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 5.24% | 43.5K | $18.5M | +3.17%(+1.34K) | $283.60(-56.17%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.14% | 269.3K | $18.2M | +2.89%(+7.57K) | $52.99(+38.01%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.64% | 76.4K | $16.4M | +3.88%(+2.85K) | $159.78(+43.13%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.51% | 62.9K | $16.0M | +2.71%(+1.66K) | $210.90(+41.71%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.04% | 96.5K | $14.3M | +8.69%(+7.71K) | $108.80(+43.06%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 3.4% | 129.8K | $12.0M | +1.04%(+1.34K) | $41.48(+123.68%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 2.63% | 105.4K | $9.3M | +0.37%(+392) | $36.66(+140.55%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.19% | 62.3K | $7.7M | +2.73%(+1.66K) | $94.47(+43.21%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.06% | 25.4K | $7.3M | +1.87%(+466) | $134.66(+196.33%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2% | 19.1K | $7.1M | +3.94%(+725) | $325.22(+24.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.17% | +48.81% |
| Top 20 Holdings Unweighted | +13.45% | +46.04% |
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