StockDriftsStockDriftsTop 50 Genesis Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 15.58% | 35.9K | $23.3M | +3.93%(+1.36K) | $585.41(+26.80%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 9.85% | 191.4K | $14.8M | +4.46%(+8.17K) | $62.29(+36.60%) | 2026-03-31 | |
| VFQY | VANGUARD WELLINGTON FD | 5.92% | 59.4K | $8.9M | +4.15%(+2.37K) | $142.11(+11.83%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.82% | 149.9K | $8.7M | +4.99%(+7.13K) | $51.13(+29.94%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.8% | 13.3K | $8.7M | -2.06%(-280) | $582.58(+28.01%) | 2026-03-31 | |
| EUSA | ISHARES INC | 5.2% | 76.6K | $7.8M | +4.87%(+3.56K) | $96.16(+13.26%) | 2026-03-31 | |
| IQLT | ISHARES TR | 5.16% | 167.1K | $7.7M | +4.34%(+6.94K) | $39.79(+24.11%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.96% | 100.9K | $7.4M | +5.30%(+5.07K) | $73.17(+0.01%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 4.88% | 372.3K | $7.3M | +6.02%(+21.13K) | $19.61(+0.30%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.23% | 117.2K | $6.3M | +4.60%(+5.16K) | $46.08(+30.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.35% | +23.72% |
| Top 20 Holdings Unweighted | +8.52% | +27.80% |
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