StockDriftsStockDriftsTop 50 Benchmark Financial Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 7.34% | 1.07M | $26.5M | -3.77%(-41.91K) | $17.08(+59.86%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 7.26% | 40.3K | $26.2M | -13.13%(-6.09K) | $443.51(+67.37%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 7.11% | 80.0K | $25.7M | -6.24%(-5.33K) | $131.94(+176.42%) | 2026-03-31 | |
| DBND | DOUBLELINE ETF TRUST | 6.62% | 522.1K | $23.9M | +6.03%(+29.71K) | $45.94(-0.87%) | 2026-03-31 | |
| ITOT | ISHARES TR | 4.72% | 119.6K | $17.0M | -2.23%(-2.72K) | $73.46(+120.51%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.52% | 19.4K | $12.7M | +48.10%(+6.31K) | $596.43(+25.03%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 3.34% | 193.1K | $12.1M | -8.65%(-18.29K) | $52.48(+19.98%) | 2026-03-31 | |
| MUNI | PIMCO ETF TR | 3.27% | 226.5K | $11.8M | +62.88%(+87.45K) | $52.34(-0.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.2% | 66.2K | $11.5M | -7.36%(-5.26K) | $52.84(+327.37%) | 2026-03-31 | |
| IWY | ISHARES TR | 2.82% | 40.9K | $10.2M | -3.02%(-1.27K) | $179.79(+62.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.43% | +45.96% |
| Top 20 Holdings Unweighted | +16.13% | +56.60% |
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