StockDriftsStockDriftsTop 50 Chemistry Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 10.92% | 1.06M | $62.1M | +2.84%(+29.26K) | $59.17(-1.52%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9.44% | 112.0K | $53.7M | -0.29%(-327) | $324.58(+49.58%) | 2026-03-31 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 8.29% | 892.0K | $47.1M | new | $59.18(-11.61%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.37% | 106.5K | $30.5M | -0.45%(-479) | $139.84(+185.36%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 5.36% | 345.6K | $30.5M | -1.04%(-3.65K) | $39.20(+124.97%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.09% | 91.5K | $23.2M | -0.67%(-613) | $171.95(+73.81%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 3.22% | 366.9K | $18.3M | +6.70%(+23.04K) | $50.09(+0.74%) | 2026-03-31 | |
| BN | BROOKFIELD CORP | 3.14% | 441.8K | $17.9M | +0.95%(+4.15K) | $26.13(+72.57%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 2.86% | 53.7K | $16.3M | +4.27%(+2.20K) | $199.77(+54.98%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.31% | 63.1K | $13.1M | +6.13%(+3.65K) | $159.35(+69.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.18% | +52.81% |
| Top 20 Holdings Unweighted | +18.73% | +67.35% |
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