StockDriftsStockDriftsTop 50 Heirloom Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BOND | PIMCO ETF TR | 16.95% | 1.02M | $94.1M | +107.32%(+527.82K) | $92.51(-0.72%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.29% | 168.4K | $29.4M | +16.03%(+23.26K) | $82.78(+137.38%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.16% | 99.9K | $28.6M | +1.83%(+1.80K) | $128.05(+200.10%) | 2026-03-31 | |
| V | VISA INC | 5.04% | 92.6K | $28.0M | +16.91%(+13.40K) | $252.35(+27.61%) | 2026-03-31 | |
| RSG | REPUBLIC SVCS INC | 4.71% | 119.3K | $26.1M | +16.16%(+16.60K) | $163.89(+24.40%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.28% | 41.5K | $23.8M | +48.35%(+13.53K) | $617.95(-2.10%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.28% | 64.1K | $23.7M | +16.58%(+9.12K) | $322.03(+27.74%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.27% | 49.4K | $23.7M | +17.52%(+7.37K) | $357.16(+30.34%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.94% | 64.7K | $21.9M | +16.41%(+9.12K) | $231.44(+70.41%) | 2026-03-31 | |
| LIN | LINDE PLC | 3.92% | 43.9K | $21.8M | +16.48%(+6.21K) | $378.15(+32.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.28% | +45.37% |
| Top 20 Holdings Unweighted | +15.02% | +52.19% |
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