StockDriftsStockDriftsTop 50 KFA Private Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.73% | 113.1K | $73.9M | +1.33%(+1.48K) | $462.73(+61.16%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 12.64% | 1.05M | $52.6M | +7.49%(+73.15K) | $43.52(+41.03%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.88% | 445.7K | $20.3M | +7.97%(+32.92K) | $45.65(-0.30%) | 2026-03-31 | |
| SHV | ISHARES TR | 4.2% | 158.4K | $17.5M | +0.20%(+320) | $110.42(-0.21%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.43% | 211.7K | $14.3M | -0.84%(-1.80K) | $54.39(+34.46%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.23% | 192.9K | $13.5M | -3.36%(-6.71K) | $56.17(+46.07%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.22% | 94.1K | $13.4M | +0.50%(+465) | $101.57(+59.48%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.83% | 60.1K | $11.8M | +0.55%(+327) | $144.71(+44.00%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.73% | 91.6K | $11.4M | +1.16%(+1.05K) | $100.51(+34.59%) | 2026-03-31 | |
| IXUS | ISHARES TR | 2.57% | 123.8K | $10.7M | +7.87%(+9.04K) | $68.33(+39.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.46% | +34.76% |
| Top 20 Holdings Unweighted | +10.27% | +34.08% |
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