StockDriftsStockDriftsTop 50 Allium Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 16.12% | 28 | $20.1M | +0.00%(+0) | $739681.00(+2.96%) | 2026-03-31 | |
| EEM | ISHARES TR | 13.33% | 292.7K | $16.6M | +20.81%(+50.43K) | $51.41(+27.79%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.41% | 16.1K | $10.5M | +6.08%(+921) | $584.90(+27.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.61% | 22.6K | $5.7M | +4.09%(+889) | $233.46(+32.20%) | 2026-03-31 | |
| PDI | PIMCO DYNAMIC INCOME FD | 4.53% | 329.9K | $5.6M | +14.51%(+41.81K) | $18.83(-11.32%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.46% | 31.9K | $5.6M | +5.95%(+1.79K) | $124.65(+56.30%) | 2026-03-31 | |
| RWAY | RUNWAY GROWTH FINANCE CORP | 4.27% | 775.8K | $5.3M | +1.96%(+14.94K) | $10.60(-48.22%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.11% | 5.1K | $5.1M | -29.25%(-2.13K) | $919.95(+3.45%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.87% | 92.1K | $3.6M | +0.00%(+0) | $33.79(+30.96%) | 2026-03-31 | |
| IWR | ISHARES TR | 2.56% | 32.8K | $3.2M | +3.14%(+998) | $88.35(+24.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.63% | +21.25% |
| Top 20 Holdings Unweighted | +14.46% | +49.95% |
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