StockDriftsStockDriftsTop 50 Mission Wealth Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 9.87% | 2.40M | $471.5M | -0.07%(-1.79K) | $119.41(+73.08%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 9.02% | 986.8K | $431.0M | +0.56%(+5.53K) | $37.87(+130.85%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 6.17% | 1.13M | $294.7M | +0.13%(+1.49K) | $183.40(+53.66%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 6.05% | 3.41M | $289.1M | +134.16%(+1.95M) | $82.31(+8.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.76% | 895.7K | $227.3M | -4.44%(-41.58K) | $131.76(+127.86%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.2% | 412.6K | $152.7M | -2.06%(-8.66K) | $274.92(+53.47%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.06% | 838.2K | $146.2M | -7.20%(-65.06K) | $80.85(+178.70%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.92% | 1.54M | $139.4M | -53.03%(-1.74M) | $68.14(+39.73%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.27% | 338.5K | $108.6M | +3.16%(+10.37K) | $161.59(+124.48%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.64% | 1.22M | $78.2M | -3.90%(-49.52K) | $42.52(+62.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.40% | +45.81% |
| Top 20 Holdings Unweighted | +12.89% | +43.88% |
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