Top 50 Ground Swell Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 35.15% | 29.8K | $17.8M | new | $605.36(+12.73%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.48% | 3.1K | $1.8M | -93.89%(-46.94K) | $606.10(+17.92%) | 2026-03-31 | |
| PPH | VANECK ETF TRUST | 3.17% | 15.4K | $1.6M | new | $90.65(+12.65%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.07% | 8.9K | $1.6M | new | $76.39(+195.64%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.01% | 6.0K | $1.5M | +442.91%(+4.90K) | $250.98(+19.08%) | 2026-03-31 | |
| SOXX | ISHARES TR | 2.11% | 3.3K | $1.1M | new | $314.90(+67.76%) | 2026-03-31 | |
| DUOL | DUOLINGO INC | 1.94% | 10.0K | $986K | new | $137.03(-23.39%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 1.87% | 2.0K | $949K | new | $454.02(+9.50%) | 2026-03-31 | |
| TLT | ISHARES TR | 1.72% | 10.1K | $873K | -17.33%(-2.11K) | $98.04(-13.50%) | 2026-03-31 | |
| EVRG | EVERGY INC | 1.57% | 9.7K | $798K | new | $77.20(+6.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.04% | +29.64% |
| Top 20 Holdings Unweighted | +9.85% | +32.54% |
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