StockDriftsStockDriftsTop 50 Act Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXF | VANGUARD INDEX FDS | 14.01% | 202.7K | $41.7M | -0.36%(-735) | $153.32(+49.54%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 13.37% | 268.8K | $39.8M | -0.71%(-1.93K) | $96.48(+62.03%) | 2026-03-31 | |
| IWB | ISHARES TR | 9.3% | 77.7K | $27.7M | +2.08%(+1.58K) | $213.54(+85.17%) | 2026-03-31 | |
| PWB | INVESCO EXCHANGE TRADED FD T | 8.97% | 212.2K | $26.7M | +1.99%(+4.15K) | $121.84(+22.55%) | 2026-03-31 | |
| CEMB | ISHARES INC | 8.68% | 570.8K | $25.8M | +4.98%(+27.06K) | $43.31(+5.42%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 7.62% | 916.5K | $22.7M | -1.10%(-10.22K) | $17.51(+52.24%) | 2026-03-31 | |
| HEFA | ISHARES TR | 7.39% | 517.7K | $22.0M | -0.43%(-2.22K) | $35.34(+25.18%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.83% | 33.4K | $14.4M | -53.32%(-38.17K) | $184.88(+126.23%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 3.83% | 186.1K | $11.4M | -0.76%(-1.42K) | $36.92(+61.04%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 3.58% | 120.2K | $10.7M | +19.91%(+19.96K) | $89.73(+6.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.42% | +45.91% |
| Top 20 Holdings Unweighted | +15.03% | +52.22% |
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