StockDriftsStockDriftsTop 50 Acumen Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.42% | 76.4K | $49.9M | +5.46%(+3.96K) | $676.70(+10.60%) | 2026-03-31 | |
| AGG | ISHARES TR | 9.29% | 348.0K | $34.5M | +1.55%(+5.33K) | $100.06(-1.45%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.74% | 37.5K | $13.9M | +12.61%(+4.20K) | $492.51(-20.71%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.47% | 50.8K | $12.9M | +11.59%(+5.28K) | $263.20(+17.26%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.35% | 43.3K | $12.5M | +1.70%(+722) | $278.79(+29.10%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.13% | 181.8K | $11.7M | +1611.59%(+171.22K) | $63.15(+12.12%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.85% | 85.1K | $10.6M | +2132.25%(+81.32K) | $122.12(+19.95%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.61% | 17.0K | $9.7M | +3.78%(+619) | $694.28(-16.04%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.45% | 43.8K | $9.1M | +18.73%(+6.91K) | $224.30(+8.19%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.34% | 35.7K | $8.7M | -11.47%(-4.62K) | $196.18(+34.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -21.08% | -50.85% |
| Top 20 Holdings Unweighted | -25.48% | -58.62% |
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