StockDriftsStockDriftsTop 50 Independent Family Office Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 13.56% | 373.6K | $32.9M | -3.42%(-13.24K) | $30.72(+178.35%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 12.37% | 46.2K | $30.1M | -0.02%(-7) | $388.12(+90.45%) | 2026-03-31 | |
| IWD | ISHARES TR | 7.44% | 84.7K | $18.1M | -2.58%(-2.25K) | $140.29(+65.50%) | 2026-03-31 | |
| PTC | PTC INC | 6.66% | 113.5K | $16.2M | -4.58%(-5.45K) | $112.98(+25.61%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.4% | 26.0K | $15.6M | +8.14%(+1.96K) | $485.21(+40.03%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.81% | 27.2K | $11.7M | -8.86%(-2.64K) | $174.38(+139.30%) | 2026-03-31 | |
| IWM | ISHARES TR | 3.37% | 33.0K | $8.2M | +0.00%(+0) | $161.49(+71.90%) | 2026-03-31 | |
| INFL | LISTED FDS TR | 3.21% | 149.9K | $7.8M | -7.05%(-11.37K) | $39.57(+33.28%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.01% | 114.2K | $7.3M | +7.51%(+7.98K) | $50.94(+35.62%) | 2026-03-31 | |
| TOST | TOAST INC | 2.73% | 250.0K | $6.6M | +0.00%(+0) | $14.83(+55.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.76% | +55.14% |
| Top 20 Holdings Unweighted | +12.55% | +42.56% |
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