StockDriftsStockDriftsTop 50 Emergent Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.52% | 35.0K | $22.9M | +1.63%(+562) | $479.32(+51.67%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6% | 112.2K | $10.2M | +30.98%(+26.52K) | $75.73(+26.02%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.07% | 86.4K | $8.6M | -16.18%(-16.67K) | $97.83(+0.96%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.86% | 18.8K | $8.2M | +48.19%(+6.12K) | $60.81(+38.65%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.6% | 111.6K | $7.8M | +27.98%(+24.39K) | $53.48(+49.87%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 4.17% | 135.9K | $7.1M | +194.68%(+89.81K) | $52.53(-0.83%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.16% | 35.9K | $7.0M | +43.29%(+10.85K) | $173.14(+19.28%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.52% | 102.4K | $6.0M | +109.42%(+53.49K) | $54.73(+17.90%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.43% | 85.5K | $4.1M | +18.44%(+13.32K) | $48.77(-1.80%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.42% | 9.5K | $4.1M | +2.16%(+201) | $194.86(+114.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.43% | +42.12% |
| Top 20 Holdings Unweighted | +12.14% | +41.02% |
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