StockDriftsStockDriftsTop 50 Composition Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 5.27% | 15.51M | $383.8M | +11.29%(+1.57M) | $19.99(+33.34%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.29% | 4.24M | $312.4M | +39.89%(+1.21M) | $75.22(-2.63%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.19% | 3.99M | $305.1M | +24.59%(+786.70K) | $76.44(+11.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.66% | 763.4K | $193.7M | +1.57%(+11.81K) | $181.20(+56.83%) | 2026-03-31 | |
| MBB | ISHARES TR | 2.64% | 2.02M | $192.2M | +12.68%(+227.77K) | $95.02(-0.75%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.51% | 2.00M | $182.9M | +27.11%(+425.65K) | $91.63(-0.22%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.21% | 434.5K | $160.8M | +3.23%(+13.58K) | $312.40(+31.68%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.11% | 2.07M | $153.7M | +8.85%(+168.05K) | $52.87(+45.69%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.93% | 215.5K | $140.7M | +96.68%(+105.92K) | $521.87(+39.30%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.78% | 224.8K | $129.7M | -10.58%(-26.59K) | $248.57(+174.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.78% | +25.20% |
| Top 20 Holdings Unweighted | +7.73% | +25.02% |
Sign up free to track Composition Wealth, Llc, compare funds side by side, and get alerts the moment positions change.