StockDriftsStockDriftsTop 50 NavPoint Financial, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | 9.64% | 257.2K | $23.8M | +0.81%(+2.08K) | $39.44(+135.22%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 9.29% | 498.9K | $23.0M | +8.27%(+38.12K) | $46.13(-0.30%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 6.2% | 685.9K | $15.3M | +3.93%(+25.96K) | $22.43(-0.46%) | 2026-03-31 | |
| FPAG | INVESTMENT MANAGERS SER TR I | 5.91% | 402.8K | $14.6M | +12.00%(+43.15K) | $28.17(+39.09%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.42% | 264.9K | $13.4M | +4.32%(+10.97K) | $50.37(+0.31%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 4.4% | 108.1K | $10.9M | +19.17%(+17.40K) | $100.44(+0.09%) | 2026-03-31 | |
| VPLS | VANGUARD MALVERN FDS | 4.15% | 132.2K | $10.3M | +51.74%(+45.09K) | $78.16(-1.04%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.9% | 16.1K | $9.6M | +0.82%(+132) | $422.39(+61.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.87% | 37.7K | $9.6M | +0.01%(+2) | $191.65(+55.95%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 3.41% | 252.9K | $8.4M | +0.31%(+773) | $25.44(+56.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.14% | +48.71% |
| Top 20 Holdings Unweighted | +12.21% | +41.27% |
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