StockDriftsStockDriftsTop 50 Fiduciary Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 13.61% | 513.0K | $45.1M | -8.31%(-46.48K) | $70.02(+36.63%) | 2026-03-31 | |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 8.5% | 504.0K | $28.1M | +0.39%(+1.96K) | $40.70(+48.32%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 7.63% | 506.1K | $25.3M | +0.71%(+3.58K) | $47.60(+6.00%) | 2026-03-31 | |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 7.48% | 989.8K | $24.8M | +1.21%(+11.85K) | $24.98(+0.57%) | 2026-03-31 | |
| TRPA | HARTFORD FDS EXCHANGE TRADED | 7.45% | 636.2K | $24.7M | +1.52%(+9.54K) | $38.47(+1.19%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 4.96% | 42.9K | $16.4M | -1.34%(-581) | $200.12(+186.06%) | 2026-03-31 | |
| EQWL | INVESCO EXCHANGE TRADED FD T | 4.72% | 135.6K | $15.6M | -0.73%(-991) | $82.34(+51.52%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 4.41% | 109.8K | $14.6M | +8.62%(+8.71K) | $96.71(+82.86%) | 2026-03-31 | |
| FFLC | FIDELITY COVINGTON TRUST | 4.16% | 268.6K | $13.8M | +6.59%(+16.60K) | $44.73(+30.15%) | 2026-03-31 | |
| OEF | ISHARES TR | 3.36% | 34.9K | $11.1M | +4.53%(+1.51K) | $270.00(+37.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.77% | +28.69% |
| Top 20 Holdings Unweighted | +12.56% | +42.61% |
Sign up free to track Fiduciary Planning LLC, compare funds side by side, and get alerts the moment positions change.