StockDriftsStockDriftsTop 50 Axis Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 3.57% | 147.1K | $6.7M | +6.38%(+8.81K) | $45.78(-0.58%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.56% | 71.1K | $6.7M | +1.68%(+1.17K) | $71.72(+38.86%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.39% | 10.7K | $6.4M | +2.96%(+306) | $537.95(+26.85%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 3.37% | 72.2K | $6.3M | +0.45%(+320) | $82.37(+16.14%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.38% | 146.0K | $4.5M | +0.07%(+107) | $27.72(+14.55%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.13% | 9.2K | $4.0M | +9.58%(+803) | $68.09(+28.51%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.07% | 15.4K | $3.9M | +2.56%(+384) | $233.05(+28.24%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.01% | 77.9K | $3.8M | +2.68%(+2.04K) | $41.66(+26.32%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 1.98% | 67.5K | $3.7M | +0.65%(+435) | $51.31(+15.79%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 1.97% | 95.2K | $3.7M | +2.81%(+2.60K) | $30.95(+34.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.74% | +32.17% |
| Top 20 Holdings Unweighted | +9.79% | +32.35% |
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