StockDriftsStockDriftsTop 50 Enclave Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.26% | 88.7K | $58.0M | +2.12%(+1.84K) | $567.02(+28.21%) | 2026-03-31 | |
| IWB | ISHARES TR | 8.21% | 161.6K | $57.6M | -0.40%(-651) | $305.97(+29.23%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.57% | 246.9K | $53.1M | -6.90%(-18.30K) | $190.31(+20.27%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 5.77% | 878.1K | $40.5M | -6.33%(-59.29K) | $45.98(-0.03%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.34% | 130.5K | $37.5M | +9.57%(+11.40K) | $65.24(+19.10%) | 2026-03-31 | |
| XAR | SPDR SERIES TRUST | 4.83% | 133.4K | $33.9M | +2.61%(+3.39K) | $172.89(+47.62%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.63% | 36.5K | $25.5M | -3.32%(-1.25K) | $72.87(+46.58%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.69% | 43.1K | $18.8M | +9.07%(+3.59K) | $66.40(+26.98%) | 2026-03-31 | |
| WMT | WALMART INC | 2.62% | 147.8K | $18.4M | +5.49%(+7.70K) | $79.87(+63.76%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.6% | 76.7K | $18.2M | +63.82%(+29.90K) | $230.02(+22.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.64% | +24.70% |
| Top 20 Holdings Unweighted | +7.38% | +23.82% |
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