StockDriftsStockDriftsTop 50 Beacon Pointe Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 3.44% | 1.08M | $647.9M | +85.21%(+498.81K) | $513.07(+32.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.88% | 2.14M | $543.8M | +28.15%(+470.62K) | $178.92(+67.80%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.44% | 704.1K | $459.9M | +69.43%(+288.53K) | $556.73(+33.36%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.15% | 2.33M | $405.6M | +19.85%(+385.23K) | $59.37(+279.54%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.75% | 891.1K | $329.8M | +31.88%(+215.41K) | $358.71(+17.62%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.75% | 1.03M | $329.3M | +38.15%(+283.48K) | $292.95(+23.82%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.69% | 4.97M | $318.5M | +63.63%(+1.93M) | $57.73(+19.66%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.42% | 614.0K | $268.2M | +17.60%(+91.90K) | $60.52(+44.47%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.37% | 1.32M | $258.4M | +32.49%(+322.91K) | $161.42(+28.03%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.22% | 5.90M | $229.3M | -1.25%(-74.81K) | $35.61(+20.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.73% | +63.19% |
| Top 20 Holdings Unweighted | +17.90% | +63.88% |
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