StockDriftsStockDriftsTop 50 Davis Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.13% | 15.0K | $9.8M | +18.43%(+2.33K) | $675.87(+9.85%) | 2026-03-31 | |
| IUSB | ISHARES TR | 5.73% | 149.2K | $6.9M | +4.14%(+5.93K) | $46.61(-1.96%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.6% | 96.6K | $6.7M | -3.28%(-3.28K) | $66.57(+19.41%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.68% | 123.4K | $5.6M | +10.54%(+11.76K) | $46.11(-1.93%) | 2026-03-31 | |
| IVE | ISHARES TR | 4.6% | 26.2K | $5.5M | -7.58%(-2.15K) | $209.29(+6.77%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.15% | 44.2K | $5.0M | -1.83%(-822) | $121.99(+12.07%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.03% | 83.4K | $4.9M | -18.86%(-19.38K) | $60.01(+10.46%) | 2026-03-31 | |
| EFV | ISHARES TR | 3.99% | 64.5K | $4.8M | -3.54%(-2.37K) | $69.62(+10.99%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.41% | 21.4K | $4.1M | -0.07%(-14) | $196.56(+7.07%) | 2026-03-31 | |
| ESGU | ISHARES TR | 2.63% | 22.4K | $3.2M | +1.44%(+317) | $147.26(+9.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.09% | -24.87% |
| Top 20 Holdings Unweighted | -9.68% | -26.31% |
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