StockDriftsStockDriftsTop 50 Enzi Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVMV | AMERICAN CENTY ETF TR | 17.44% | 677.0K | $50.2M | +6.97%(+44.12K) | $68.63(+13.46%) | 2026-03-31 | |
| IVV | ISHARES TR | 12.73% | 56.2K | $36.7M | +2.37%(+1.30K) | $381.06(+95.70%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 11.93% | 311.1K | $34.4M | +7.04%(+20.46K) | $98.88(+19.15%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 8.01% | 136.1K | $23.1M | -0.53%(-727) | $86.51(+75.21%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.02% | 30.0K | $17.3M | +6.58%(+1.85K) | $489.30(+46.07%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 5.57% | 293.5K | $16.0M | +7.52%(+20.52K) | $48.15(+40.89%) | 2026-03-31 | |
| HEDG | SERIES PORTFOLIOS TR | 5.47% | 543.7K | $15.8M | +8.18%(+41.10K) | $29.46(+1.26%) | 2026-03-31 | |
| IQLT | ISHARES TR | 5.05% | 314.3K | $14.5M | -0.68%(-2.17K) | $31.13(+58.64%) | 2026-03-31 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 4.28% | 183.5K | $12.3M | -8.47%(-16.98K) | $45.86(+56.67%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.34% | 54.2K | $6.7M | -7.78%(-4.58K) | $94.18(+43.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.76% | +47.22% |
| Top 20 Holdings Unweighted | +14.62% | +50.59% |
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