StockDriftsStockDriftsTop 50 Capital Advisors Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 6.91% | 1.05M | $51.5M | -1.98%(-21.24K) | $34.39(+51.41%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.79% | 200.3K | $43.1M | -3.01%(-6.23K) | $164.09(+39.48%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.55% | 63.3K | $41.3M | +2.04%(+1.26K) | $424.27(+71.35%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.7% | 423.2K | $35.0M | +8.69%(+33.84K) | $80.33(+2.72%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.22% | 73.7K | $31.4M | -12.02%(-10.07K) | $305.78(-60.62%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 4.06% | 657.0K | $30.3M | +1.27%(+8.22K) | $47.28(-2.78%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.42% | 44.2K | $25.5M | -5.57%(-2.60K) | $435.70(+56.44%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.04% | 446.6K | $22.6M | +0.22%(+988) | $50.40(+0.11%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 2.86% | 30.5K | $21.3M | -19.23%(-7.27K) | $46.21(+131.13%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 2.08% | 164.2K | $15.5M | +2.31%(+3.71K) | $69.60(+41.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.33% | +34.32% |
| Top 20 Holdings Unweighted | +10.59% | +35.24% |
Sign up free to track Capital Advisors Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.