StockDriftsStockDriftsTop 50 Forza Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 6.05% | 197.4K | $17.4M | -5.44%(-11.36K) | $35.11(+151.18%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.17% | 307.6K | $12.0M | +5.57%(+16.23K) | $29.98(+38.89%) | 2026-03-31 | |
| EQWL | INVESCO EXCHANGE TRADED FD T | 3.16% | 78.7K | $9.1M | +17.28%(+11.60K) | $114.11(+9.33%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.05% | 111.6K | $8.8M | +1.85%(+2.02K) | $76.56(+1.88%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.54% | 102.7K | $7.3M | +7.29%(+6.98K) | $64.38(+18.82%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.39% | 135.7K | $6.9M | -4.89%(-6.98K) | $50.25(+0.54%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 2.07% | 32.3K | $6.0M | +2.98%(+935) | $131.48(+46.00%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.06% | 64.6K | $5.9M | -1.73%(-1.14K) | $91.68(-0.21%) | 2026-03-31 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 1.94% | 109.2K | $5.6M | +0.00%(+0) | $50.77(+0.21%) | 2026-03-31 | |
| MUB | ISHARES TR | 1.87% | 50.7K | $5.4M | +0.00%(+0) | $105.00(+1.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.61% | +35.31% |
| Top 20 Holdings Unweighted | +9.53% | +31.41% |
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