StockDriftsStockDriftsTop 50 Bay Harbor Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 8.28% | 708.1K | $31.9M | +5.13%(+34.52K) | $35.17(+42.10%) | 2026-03-31 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 5.52% | 460.9K | $21.3M | +3.04%(+13.60K) | $48.11(-4.33%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 5.4% | 47.7K | $20.8M | +2.15%(+1.00K) | $29.52(+185.65%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 5.33% | 320.7K | $20.6M | -10.69%(-38.39K) | $40.18(+71.67%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 5.13% | 30.3K | $19.8M | +36.23%(+8.05K) | $472.17(+53.97%) | 2026-03-31 | |
| IVE | ISHARES S&P 500 VALUE ETF | 4.14% | 75.7K | $16.0M | -9.03%(-7.51K) | $193.20(+15.84%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 4.04% | 79.4K | $15.6M | -7.43%(-6.37K) | $108.19(+90.89%) | 2026-03-31 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 3.81% | 305.9K | $14.7M | +8.26%(+23.34K) | $53.46(-10.42%) | 2026-03-31 | |
| BSV | VANGUARD SHORT-TERM BOND ETF | 3.64% | 179.1K | $14.0M | +5.62%(+9.54K) | $78.86(-1.09%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 3.48% | 118.5K | $13.4M | +5.27%(+5.93K) | $85.92(+53.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.63% | +31.75% |
| Top 20 Holdings Unweighted | +8.47% | +27.61% |
Sign up free to track Bay Harbor Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.