StockDriftsStockDriftsTop 50 Form Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 22.78% | 297.7K | $194.5M | +4.87%(+13.83K) | $581.65(+24.99%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 15.46% | 2.27M | $132.0M | +3.31%(+72.67K) | $50.77(+27.11%) | 2026-03-31 | |
| IEFA | ISHARES TR | 14.19% | 1.34M | $121.1M | -4.43%(-61.94K) | $72.97(+30.79%) | 2026-03-31 | |
| IEMG | ISHARES INC | 6.54% | 800.5K | $55.8M | +48.20%(+260.33K) | $58.33(+37.41%) | 2026-03-31 | |
| AGG | ISHARES TR | 5.89% | 506.4K | $50.3M | -34.93%(-271.83K) | $97.91(+0.88%) | 2026-03-31 | |
| DGRO | ISHARES TR | 5.88% | 715.4K | $50.2M | +21.03%(+124.30K) | $62.99(+16.46%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.28% | 78.1K | $45.1M | +2.16%(+1.65K) | $494.78(+37.76%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.72% | 596.6K | $40.3M | -13.19%(-90.68K) | $60.31(+21.49%) | 2026-03-31 | |
| TFLO | ISHARES TR | 3.47% | 585.5K | $29.6M | new | $50.55(-0.07%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.16% | 217.1K | $27.0M | -0.34%(-750) | $109.34(+26.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.42% | +17.16% |
| Top 20 Holdings Unweighted | +4.25% | +13.30% |
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