StockDriftsStockDriftsTop 38 Fma Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 11.09% | 260.1K | $16.7M | -0.07%(-186) | $46.34(+48.84%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 9.76% | 311.7K | $14.7M | +0.91%(+2.81K) | $46.35(+0.94%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 8.44% | 275.3K | $12.7M | +1.01%(+2.76K) | $45.48(+1.07%) | 2026-03-31 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 8.25% | 237.7K | $12.4M | +0.65%(+1.54K) | $51.70(+0.78%) | 2026-03-31 | |
| IWD | ISHARES TR | 7.07% | 49.8K | $10.6M | -7.63%(-4.11K) | $158.55(+46.35%) | 2026-03-31 | |
| IWF | ISHARES TR | 7.04% | 24.8K | $10.6M | -9.23%(-2.52K) | $284.58(-57.69%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 4.98% | 248.1K | $7.5M | +0.26%(+644) | $28.84(+6.57%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 4.58% | 185.0K | $6.9M | +0.44%(+813) | $31.96(+22.44%) | 2026-03-31 | |
| SMLF | ISHARES TR | 3.81% | 75.9K | $5.7M | +0.10%(+79) | $60.60(+37.48%) | 2026-03-31 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 3.72% | 83.3K | $5.6M | -0.27%(-226) | $53.81(+34.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.56% | +35.16% |
| Top 20 Holdings Unweighted | +10.55% | +35.09% |
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