StockDriftsStockDriftsTop 26 Formulate Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 18.67% | 25.3K | $15.1M | +1.01%(+252) | $591.01(+15.47%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 13.97% | 19.6K | $11.3M | +0.54%(+105) | $576.62(+23.95%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 11.56% | 14.4K | $9.4M | +2.35%(+330) | $643.30(+15.39%) | 2026-03-31 | |
| IWB | ISHARES TR | 11.41% | 25.9K | $9.2M | +1.89%(+481) | $353.16(+14.49%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 11.31% | 42.6K | $9.2M | +0.77%(+326) | $210.29(+8.75%) | 2026-03-31 | |
| IVW | ISHARES TR | 7.37% | 52.8K | $6.0M | +3.26%(+1.67K) | $115.96(+18.36%) | 2026-03-31 | |
| ITOT | ISHARES TR | 4.88% | 27.8K | $4.0M | +15.96%(+3.82K) | $141.06(+14.84%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.45% | 6.6K | $2.8M | -1.00%(-66) | $448.33(-72.27%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.81% | 6.1K | $2.3M | -1.21%(-75) | $507.57(-20.17%) | 2026-03-31 | |
| VONE | VANGUARD SCOTTSDALE FDS | 2.65% | 7.3K | $2.1M | +0.00%(+0) | $291.60(+14.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.02% | -22.17% |
| Top 20 Holdings Unweighted | -11.15% | -29.86% |
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