StockDriftsStockDriftsTop 50 Investment Partners, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 6.33% | 277.6K | $17.8M | +3.87%(+10.34K) | $47.58(+48.44%) | 2026-03-31 | |
| IWF | ISHARES TR | 5.27% | 34.7K | $14.8M | -3.22%(-1.16K) | $99.29(+25.20%) | 2026-03-31 | |
| IWD | ISHARES TR | 4.32% | 56.8K | $12.1M | -0.07%(-38) | $101.97(+130.16%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.19% | 35.3K | $9.0M | -0.07%(-26) | $113.61(+163.07%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.98% | 155.0K | $8.4M | -1.75%(-2.76K) | $47.57(+26.00%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.87% | 46.3K | $8.1M | -1.78%(-838) | $70.89(+218.57%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.66% | 20.2K | $7.5M | -0.77%(-157) | $165.53(+144.79%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.58% | 92.3K | $7.2M | +8.78%(+7.45K) | $78.49(-0.63%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.33% | 30.4K | $6.5M | -0.36%(-109) | $120.05(+90.48%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.24% | 119.7K | $6.3M | +5.99%(+6.76K) | $52.33(+0.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.28% | +45.37% |
| Top 20 Holdings Unweighted | +12.93% | +44.03% |
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