StockDriftsStockDriftsTop 50 Family Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 14.88% | 306.1K | $43.6M | +15.75%(+41.66K) | $115.17(+37.61%) | 2026-03-31 | |
| LPLA | LPL FINL HLDGS INC | 7.35% | 71.5K | $21.5M | -29.88%(-30.47K) | $242.86(+34.88%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.33% | 311.1K | $18.5M | +14.73%(+39.95K) | $58.89(+0.26%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.36% | 128.0K | $12.8M | +8.21%(+9.71K) | $66.49(+59.57%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4% | 339.5K | $11.7M | +12.26%(+37.08K) | $26.35(+50.42%) | 2026-03-31 | |
| IDEV | ISHARES TR | 3.92% | 137.5K | $11.5M | +14.06%(+16.95K) | $66.86(+31.69%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.9% | 103.5K | $11.4M | +14.55%(+13.15K) | $91.46(+31.38%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.88% | 353.1K | $11.4M | +15.46%(+47.28K) | $26.55(+26.58%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.76% | 299.4K | $11.0M | +17.02%(+43.54K) | $31.08(+26.52%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.52% | 47.5K | $10.3M | -1.89%(-916) | $173.69(+33.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.81% | +43.56% |
| Top 20 Holdings Unweighted | +12.05% | +40.68% |
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