StockDriftsStockDriftsTop 50 Acorn Financial Advisory Services Inc /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 7.29% | 536.3K | $53.2M | +13.48%(+63.69K) | $98.51(+0.16%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.77% | 771.5K | $49.4M | +12.41%(+85.15K) | $50.07(+41.05%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 5.84% | 483.8K | $42.6M | +3.06%(+14.34K) | $58.56(+50.59%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.77% | 70.5K | $42.1M | -30.73%(-31.26K) | $401.31(+70.04%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 5.41% | 1.51M | $39.5M | +32.61%(+370.44K) | $26.68(-1.28%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 5.21% | 1.30M | $38.0M | +11.52%(+134.51K) | $29.71(-2.26%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.17% | 179.2K | $30.4M | +1031.30%(+163.35K) | $138.80(+9.20%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.16% | 274.7K | $30.3M | +4.48%(+11.78K) | $73.49(+60.30%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.79% | 57.8K | $27.7M | +1663.92%(+54.51K) | $485.55(-0.01%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 3.47% | 658.9K | $25.3M | +10.86%(+64.52K) | $50.90(-11.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.14% | +37.30% |
| Top 20 Holdings Unweighted | +10.60% | +35.30% |
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