StockDriftsStockDriftsTop 50 Capital Planning Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 7.8% | 842.3K | $54.0M | +1.83%(+15.15K) | $49.73(+41.90%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 5.93% | 442.7K | $41.0M | -16.98%(-90.53K) | $33.33(+176.28%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 5.88% | 807.6K | $40.7M | +25.95%(+166.39K) | $50.29(+0.26%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.75% | 471.3K | $32.9M | +2.38%(+10.95K) | $58.64(+40.33%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 4.5% | 413.6K | $31.1M | -8.66%(-39.22K) | $46.34(+79.54%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 4.2% | 281.3K | $29.1M | +2.60%(+7.14K) | $77.28(+40.88%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.03% | 65.4K | $27.9M | +0.53%(+348) | $234.08(-46.22%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.87% | 315.5K | $26.8M | +1.95%(+6.04K) | $71.18(+27.99%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.63% | 431.3K | $25.1M | -5.54%(-25.29K) | $49.69(+35.19%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 3.56% | 325.3K | $24.6M | +2.20%(+7.00K) | $68.14(+17.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.55% | +54.28% |
| Top 20 Holdings Unweighted | +17.16% | +60.81% |
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