StockDriftsStockDriftsTop 50 Equity Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | 11.27% | 60.7K | $17.4M | +6.89%(+3.91K) | $72.15(+11.59%) | 2026-03-31 | |
| IWY | ISHARES TR | 9.62% | 59.8K | $14.9M | +12.93%(+6.85K) | $266.09(+6.50%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 8.19% | 454.7K | $12.7M | +13.26%(+53.25K) | $26.30(+18.91%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.57% | 15.6K | $10.2M | -3.99%(-649) | $647.83(+14.97%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 6.15% | 112.1K | $9.5M | +3.09%(+3.36K) | $78.27(+14.88%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 5.91% | 118.4K | $9.1M | +14.97%(+15.41K) | $77.79(-1.75%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 5.47% | 32.3K | $8.5M | +6.37%(+1.93K) | $251.01(+19.65%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 4% | 46.5K | $6.2M | +3.06%(+1.38K) | $135.49(+33.29%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.64% | 41.1K | $4.1M | -5.97%(-2.61K) | $99.72(-1.12%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.48% | 37.1K | $3.8M | +0.95%(+350) | $101.61(+11.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.32% | -3.90% |
| Top 20 Holdings Unweighted | +0.24% | +0.74% |
Sign up free to track Equity Wealth Partners, LLC, compare funds side by side, and get alerts the moment positions change.