StockDriftsStockDriftsTop 50 Brightwater Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 9.22% | 563.0K | $13.9M | +3.11%(+16.99K) | $18.15(+50.43%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 7.03% | 399.1K | $10.6M | +9.03%(+33.05K) | $25.97(+3.14%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 5.73% | 345.4K | $8.7M | +5.82%(+18.99K) | $19.53(+46.20%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.45% | 12.7K | $8.2M | -1.37%(-176) | $451.40(+64.45%) | 2026-03-31 | |
| FNDB | SCHWAB STRATEGIC TR | 4.91% | 272.8K | $7.4M | -2.61%(-7.30K) | $21.23(+40.20%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.35% | 25.1K | $6.6M | +1.48%(+365) | $203.80(+40.17%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.11% | 28.9K | $6.2M | -0.30%(-88) | $162.89(+40.39%) | 2026-03-31 | |
| IWD | ISHARES TR | 3.89% | 27.5K | $5.9M | -2.50%(-706) | $158.54(+48.04%) | 2026-03-31 | |
| TFPN | TIDAL TRUST II | 3.88% | 211.1K | $5.9M | +3.20%(+6.54K) | $25.32(+27.27%) | 2026-03-31 | |
| TIP | ISHARES TR | 3.76% | 51.5K | $5.7M | +0.00%(+0) | $105.68(+5.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.76% | +35.86% |
| Top 20 Holdings Unweighted | +11.25% | +37.69% |
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