StockDriftsStockDriftsTop 50 MA Private Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 12.63% | 125.0K | $74.7M | +2.29%(+2.80K) | $319.72(+114.20%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 7.7% | 782.5K | $45.5M | -0.14%(-1.09K) | $49.08(+36.78%) | 2026-03-31 | |
| IVW | ISHARES TR | 7.47% | 390.3K | $44.2M | +4.48%(+16.74K) | $84.24(+60.74%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 6.25% | 1.40M | $36.9M | +111.25%(+739.86K) | $27.18(-4.38%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 6.15% | 493.8K | $36.4M | +28.81%(+110.43K) | $77.88(-6.13%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.63% | 169.7K | $33.3M | -4.84%(-8.63K) | $168.07(+30.41%) | 2026-03-31 | |
| QUAL | ISHARES TR | 5.5% | 169.6K | $32.5M | +0.33%(+554) | $129.67(+68.46%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 4.49% | 825.0K | $26.5M | new | $31.61(+13.56%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.47% | 437.5K | $20.5M | -20.81%(-114.98K) | $45.75(+11.74%) | 2026-03-31 | |
| EFV | ISHARES TR | 3.24% | 257.4K | $19.1M | -35.39%(-141.02K) | $50.04(+55.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.41% | +38.27% |
| Top 20 Holdings Unweighted | +11.67% | +39.26% |
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