StockDriftsStockDriftsTop 50 FRG Family Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 8.66% | 142.8K | $52.8M | +1.03%(+1.46K) | $173.52(+133.52%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 7.03% | 133.8K | $42.9M | -0.91%(-1.23K) | $175.48(+107.84%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.69% | 166.7K | $34.7M | -2.51%(-4.29K) | $97.20(+177.90%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.44% | 87.6K | $27.1M | -1.32%(-1.17K) | $137.69(+202.71%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 4.28% | 76.5K | $26.1M | -4.04%(-3.21K) | $53.92(+709.67%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.28% | 90.8K | $26.1M | -4.37%(-4.15K) | $67.63(+495.30%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.73% | 89.7K | $22.8M | -3.30%(-3.06K) | $104.46(+186.10%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.06% | 642.0K | $18.7M | -7.29%(-50.49K) | $13.20(+160.10%) | 2026-03-31 | |
| WMT | WALMART INC | 2.64% | 129.4K | $16.1M | -1.85%(-2.45K) | $39.29(+234.61%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.38% | 67.4K | $14.5M | -0.67%(-455) | $115.48(+98.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.38% | +61.75% |
| Top 20 Holdings Unweighted | +19.12% | +69.01% |
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