StockDriftsStockDriftsTop 50 Financial Life Planners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR UNIT SER 1 | 22.99% | 52.0K | $30.0M | -0.29%(-149) | $505.24(+41.46%) | 2026-03-31 | |
| IVV | ISHARES TR CORE S&P500 ETF | 21.09% | 42.1K | $27.5M | +0.41%(+173) | $587.99(+26.83%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 10.23% | 76.5K | $13.3M | -1.02%(-791) | $127.88(+76.60%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4.78% | 24.6K | $6.2M | -1.29%(-320) | $232.41(+28.60%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 3.24% | 28.9K | $4.2M | -2.19%(-647) | $116.09(+12.02%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.71% | 7.4K | $3.5M | -0.94%(-70) | $463.13(+4.83%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.44% | 8.6K | $3.2M | -2.41%(-212) | $425.90(-4.86%) | 2026-03-31 | |
| HOOD | ROBINHOOD MKTS INC COM CL A | 2.18% | 41.1K | $2.8M | -0.66%(-274) | $67.46(+13.77%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION COM | 2.07% | 2.7K | $2.7M | -2.03%(-56) | $909.09(+13.64%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD MEGA GRWTH IND | 1.84% | 6.5K | $2.4M | -9.76%(-705) | $64.63(+37.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.26% | +13.33% |
| Top 20 Holdings Unweighted | -3.32% | -9.63% |
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