StockDriftsStockDriftsTop 50 Family Office Research LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | 23.89% | 168.1K | $55.0M | -5.21%(-9.25K) | $263.77(+34.01%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 10.15% | 39.1K | $23.4M | -1.76%(-701) | $533.58(+28.89%) | 2026-03-31 | |
| SMLF | ISHARES TR | 6.74% | 205.4K | $15.5M | +1.15%(+2.34K) | $67.04(+24.32%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 5.65% | 134.5K | $13.0M | -2.55%(-3.52K) | $94.78(+5.19%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.46% | 323.2K | $12.6M | -0.53%(-1.74K) | $34.44(+26.29%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 5.43% | 112.4K | $12.5M | +0.88%(+976) | $96.03(+31.09%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.27% | 21.0K | $12.1M | -1.44%(-306) | $501.57(+43.51%) | 2026-03-31 | |
| TBIL | RBB FD INC | 5.02% | 231.6K | $11.5M | -13.60%(-36.47K) | $49.96(-0.09%) | 2026-03-31 | |
| DAL | DELTA AIR LINES INC | 3.15% | 109.0K | $7.2M | +0.00%(+0) | $55.65(+28.58%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.31% | 149.8K | $5.3M | -2.08%(-3.19K) | $27.00(+40.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.32% | +45.51% |
| Top 20 Holdings Unweighted | +17.30% | +61.38% |
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