StockDriftsStockDriftsTop 50 Kastel Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.77% | 35.1K | $24.1M | +0.00%(+0) | $677.12(+10.13%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 12.32% | 436.1K | $20.1M | +0.00%(+0) | $46.14(-1.37%) | 2026-03-31 | |
| IXUS | ISHARES TR | 10.75% | 206.9K | $17.5M | +0.00%(+0) | $83.61(+14.34%) | 2026-03-31 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 5.47% | 79.7K | $8.9M | +0.00%(+0) | $111.09(+11.41%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 4.49% | 276.4K | $7.3M | +0.00%(+0) | $26.72(+0.26%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.8% | 18.4K | $6.2M | +0.00%(+0) | $331.72(+9.95%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.67% | 27.2K | $6.0M | +0.00%(+0) | $217.78(+5.00%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.31% | 8.6K | $5.4M | +0.00%(+0) | $619.76(+10.11%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.25% | 53.0K | $5.3M | +0.00%(+0) | $100.06(-1.39%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.76% | 72.0K | $4.5M | +0.00%(+0) | $61.19(+15.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -2.67% | -7.81% |
| Top 20 Holdings Unweighted | -0.62% | -1.85% |
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