StockDriftsStockDriftsTop 50 Napa Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PWS | PACER FDS TR | 4.44% | 294.2K | $9.5M | +58.72%(+108.83K) | $30.69(+6.96%) | 2025-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.15% | 35.9K | $8.9M | +46.73%(+11.42K) | $211.73(+21.32%) | 2025-09-30 | |
| BOXX | EA SERIES TRUST | 3.61% | 67.6K | $7.7M | +19.51%(+11.03K) | $111.80(+2.89%) | 2025-09-30 | |
| ADPV | SERIES PORTFOLIOS TR | 3.48% | 174.9K | $7.4M | new | $40.26(+8.75%) | 2025-09-30 | |
| HFEQ | TIDAL TRUST I | 3.25% | 309.0K | $6.9M | new | $21.33(-0.49%) | 2025-09-30 | |
| PTBD | PACER FDS TR | 3.23% | 348.0K | $6.9M | +11.10%(+34.77K) | $19.67(-1.46%) | 2025-09-30 | |
| HFGM | TIDAL TRUST I | 3.2% | 215.7K | $6.8M | new | $29.85(+0.38%) | 2025-09-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.04% | 53.6K | $6.5M | new | $116.65(+4.06%) | 2025-09-30 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 2.75% | 210.1K | $5.9M | -20.29%(-53.47K) | $28.64(-3.23%) | 2025-09-30 | |
| IAUM | ISHARES GOLD TR | 2.54% | 140.6K | $5.4M | +24.04%(+27.25K) | $28.45(+58.80%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.18% | +22.27% |
| Top 20 Holdings Unweighted | +18.33% | +34.26% |
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