StockDriftsStockDriftsTop 50 Flatrock Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.65% | 58.2K | $14.8M | +0.00%(+0) | $262.82(+13.71%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.36% | 21.7K | $14.1M | +0.00%(+0) | $666.13(+11.44%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 5.94% | 269.9K | $13.2M | +0.00%(+0) | $47.07(+13.79%) | 2026-03-31 | |
| LONZ | PIMCO ETF TR | 4.93% | 222.0K | $11.0M | +0.00%(+0) | $49.83(-0.52%) | 2026-03-31 | |
| CTRE | CARETRUST REIT INC | 4.61% | 276.7K | $10.2M | +0.00%(+0) | $36.41(+16.58%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 4.1% | 271.5K | $9.1M | +0.00%(+0) | $33.68(-0.73%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 3.99% | 96.8K | $8.9M | +0.00%(+0) | $91.51(-0.02%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 3.33% | 63.7K | $7.4M | +0.00%(+0) | $115.69(+0.84%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.27% | 293.9K | $7.3M | +0.00%(+0) | $24.40(+11.95%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 2.96% | 236.0K | $6.6M | +0.00%(+0) | $27.53(+10.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.41% | +7.40% |
| Top 20 Holdings Unweighted | +1.17% | +3.54% |
Sign up free to track Flatrock Wealth Partners LLC, compare funds side by side, and get alerts the moment positions change.