StockDriftsStockDriftsTop 50 Circle Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 43.22% | 11.94M | $3.03B | +26.84%(+2.53M) | $208.16(+48.27%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.14% | 1.09M | $711.3M | +25.89%(+223.93K) | $524.34(+42.74%) | 2026-03-31 | |
| IWF | ISHARES TR | 8.29% | 1.36M | $581.4M | +0.00%(+0) | $281.64(-56.98%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 7.7% | 830.2K | $539.9M | +0.17%(+1.43K) | $359.45(+107.20%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.42% | 4.59M | $309.8M | -0.60%(-27.79K) | $52.27(+45.56%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.06% | 2.29M | $284.6M | +0.00%(+3) | $98.84(+48.20%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.36% | 276.5K | $165.2M | +2.33%(+6.29K) | $555.27(+23.33%) | 2026-03-31 | |
| IWD | ISHARES TR | 2.05% | 672.7K | $143.7M | +0.01%(+37) | $159.88(+54.37%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.19% | 259.1K | $83.1M | +0.25%(+643) | $128.54(+186.88%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.13% | 86.4K | $79.4M | +0.43%(+367) | $501.22(+142.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.29% | +53.26% |
| Top 20 Holdings Unweighted | +13.00% | +44.29% |
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