StockDriftsStockDriftsTop 50 Belleair Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | 8.78% | 161.6K | $9.6M | +15.45%(+21.64K) | $59.95(-1.51%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 7.5% | 171.9K | $8.2M | +11.60%(+17.87K) | $48.05(-0.34%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.43% | 168.2K | $8.1M | +0.00%(+0) | $45.64(+14.07%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.91% | 68.7K | $5.4M | -1.37%(-958) | $78.86(-1.09%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.44% | 143.3K | $4.9M | -0.45%(-655) | $32.05(+14.74%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.26% | 93.6K | $4.7M | +13.36%(+11.03K) | $50.00(+0.71%) | 2026-03-31 | |
| ITOT | ISHARES TR | 4.06% | 31.3K | $4.5M | +20.76%(+5.38K) | $146.89(+7.89%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.69% | 64.8K | $4.0M | +0.57%(+365) | $58.89(+14.02%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.68% | 103.8K | $4.0M | -0.22%(-232) | $39.08(+9.24%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.11% | 64.6K | $3.4M | -0.37%(-240) | $48.01(+13.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.26% | +3.84% |
| Top 20 Holdings Unweighted | +1.10% | +3.35% |
Sign up free to track Belleair Asset Management, Llc, compare funds side by side, and get alerts the moment positions change.