StockDriftsStockDriftsTop 50 Fiduciary Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 32.06% | 82.0K | $49.0M | -31.89%(-38.39K) | $561.94(+21.87%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 22.88% | 545.5K | $35.0M | -19.31%(-130.57K) | $56.23(+25.93%) | 2026-03-31 | |
| VB | VANGUARD SMALL CAP ETF | 9.08% | 53.0K | $13.9M | -25.28%(-17.92K) | $241.20(+24.52%) | 2026-03-31 | |
| VO | VANGUARD MID CAP ETF | 4.14% | 22.1K | $6.3M | -56.51%(-28.65K) | $67.90(+18.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.91% | 17.5K | $4.4M | -34.25%(-9.13K) | $233.51(+32.17%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 2.75% | 6.5K | $4.2M | -17.01%(-1.32K) | $631.01(+18.03%) | 2026-03-31 | |
| QQQ | POWERSHARES QQQ TR | 2.64% | 7.0K | $4.0M | +8.32%(+536) | $575.06(+23.92%) | 2026-03-31 | |
| MSFT | MICROSOFT | 1.76% | 7.3K | $2.7M | -26.41%(-2.60K) | $466.54(-16.30%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 1.75% | 49.4K | $2.7M | -13.90%(-7.97K) | $50.06(+17.93%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 1.24% | 9.1K | $1.9M | -17.86%(-1.97K) | $215.70(+12.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.49% | +38.60% |
| Top 20 Holdings Unweighted | +11.65% | +39.16% |
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