StockDrifts LogoStockDrifts

Correct Capital Wealth Management

Portfolio Manager
Correct Capital Wealth Management
Performance
-2.14% (2026 Q1)
AUM (13F)
$535.69M
# of Holdings
109
Performance Rank
Allocation (Top 20)
81.16%

Correct Capital Wealth Management Holdings Map

Top 50 Correct Capital Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
12.64%798.2K$67.7M
+4.36%(+33.38K)
2025-Q1: 332.8K shares2025-Q2: 497.8K shares2025-Q3: 618.7K shares2025-Q4: 764.8K shares2026-Q1: 798.2K shares
$69.16(+32.11%)
2026-03-31
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
12.1%454.9K$64.8M
+1073.63%(+416.18K)
2025-Q1: 22.7K shares2025-Q2: 22.7K shares2025-Q3: 25.9K shares2025-Q4: 38.8K shares2026-Q1: 454.9K shares
$140.71(+15.12%)
2026-03-31
AVUS
AVANTIS U.S. EQUITY ETF
7.52%362.5K$40.3M
+1247.66%(+335.60K)
2025-Q1: 13.8K shares2025-Q2: 13.9K shares2025-Q3: 17.0K shares2025-Q4: 26.9K shares2026-Q1: 362.5K shares
$110.61(+13.08%)
2026-03-31
FBND
FIDELITY TOTAL BOND ETF
7.42%871.5K$39.8M
+1.82%(+15.62K)
2025-Q1: 740.6K shares2025-Q2: 738.2K shares2025-Q3: 816.2K shares2025-Q4: 855.9K shares2026-Q1: 871.5K shares
$45.29(+0.47%)
2026-03-31
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
5.63%1.15M$30.1M
+1.71%(+19.32K)
2025-Q1: 937.1K shares2025-Q2: 943.7K shares2025-Q3: 1.06M shares2025-Q4: 1.13M shares2026-Q1: 1.15M shares
$26.26(+0.30%)
2026-03-31
QQQM
INVESCO NASDAQ 100 ETF
5.52%124.4K$29.6M
+799.46%(+110.58K)
2025-Q1: 6.5K shares2025-Q2: 6.6K shares2025-Q3: 7.4K shares2025-Q4: 13.8K shares2026-Q1: 124.4K shares
$242.66(+21.22%)
2026-03-31
UBND
VICTORYSHARES CORE PLUS BOND ETF
4.74%1.16M$25.4M
+2.19%(+24.97K)
2025-Q1: 772.4K shares2025-Q2: 779.7K shares2025-Q3: 869.7K shares2025-Q4: 1.14M shares2026-Q1: 1.16M shares
$21.60(+0.18%)
2026-03-31
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
4.48%217.1K$24.0M
-1.82%(-4.03K)
2025-Q1: 392.6K shares2025-Q2: 212.8K shares2025-Q3: 217.8K shares2025-Q4: 221.1K shares2026-Q1: 217.1K shares
$88.00(+33.88%)
2026-03-31
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
4.18%277.7K$22.4M
-12.33%(-39.07K)
2025-Q1: 506.5K shares2025-Q2: 253.8K shares2025-Q3: 291.2K shares2025-Q4: 316.8K shares2026-Q1: 277.7K shares
$59.46(+59.58%)
2026-03-31
JGRO
JPMORGAN ACTIVE GROWTH ETF
3.29%208.2K$17.6M
-72.93%(-560.83K)
2025-Q1: 833.5K shares2025-Q2: 954.6K shares2025-Q3: 893.7K shares2025-Q4: 769.0K shares2026-Q1: 208.2K shares
$62.47(+56.49%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Correct Capital Wealth Management, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all