StockDriftsStockDriftsTop 38 Alpha Wealth Funds, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 78.94% | 1.10M | $110.9M | +4.85%(+50.99K) | $100.56(-0.04%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.53% | 13.0K | $3.6M | -18.74%(-3.00K) | $174.95(+127.02%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.27% | 4.9K | $3.2M | -4.91%(-254) | $583.16(+28.30%) | 2026-03-31 | |
| BIZD | VANECK BDC INCOME ETF | 1.55% | 170.4K | $2.2M | -3.22%(-5.67K) | $15.37(-17.83%) | 2026-03-31 | |
| LQD | ISHARE TR | 1.55% | 19.9K | $2.2M | -60.21%(-30.17K) | $110.05(-1.36%) | 2026-03-31 | |
| MDY | STATE STREET SPDR S&P MIDCAP 40 | 1.26% | 2.9K | $1.8M | -5.31%(-161) | $569.65(+17.65%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P | 1.25% | 89.5K | $1.8M | +0.00%(+0) | $17.82(+14.25%) | 2026-03-31 | |
| IJR | ISHARES TR | 1.09% | 12.4K | $1.5M | -5.81%(-764) | $116.09(+17.27%) | 2026-03-31 | |
| ROK | ROCKWELL AUTOMATION INC | 0.76% | 3.1K | $1.1M | +0.00%(+0) | $287.37(+58.87%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 0.64% | 6.8K | $901K | -3.60%(-253) | $114.57(+56.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.92% | +25.70% |
| Top 20 Holdings Unweighted | +25.53% | +97.82% |
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