StockDriftsStockDriftsTop 50 Intentional Wealth Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.97% | 26.9K | $16.1M | new | $612.34(+11.84%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 7.25% | 32.7K | $7.8M | new | $245.27(+19.63%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 6.96% | 128.4K | $7.5M | new | $59.50(+12.83%) | 2026-03-31 | |
| BKDV | BNY MELLON ETF TRUST II | 6.35% | 229.9K | $6.8M | new | $29.34(+14.86%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 4.89% | 65.2K | $5.3M | new | $78.80(+17.31%) | 2026-03-31 | |
| THRO | BLACKROCK ETF TRUST | 3.14% | 93.2K | $3.4M | new | $37.39(+14.04%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.65% | 14.8K | $2.8M | new | $195.21(+11.89%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 2.61% | 85.0K | $2.8M | new | $33.13(+41.89%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.44% | 4.5K | $2.6M | new | $595.74(+19.61%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 2.14% | 11.2K | $2.3M | new | $207.46(+17.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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