StockDriftsStockDriftsTop 50 Pine Harbor Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 11.91% | 561.3K | $39.8M | +3.53%(+19.14K) | $54.87(+47.11%) | 2026-03-31 | |
| PAAA | PGIM ETF TR | 11.34% | 740.4K | $37.9M | +8.78%(+59.79K) | $51.26(+0.26%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 10.82% | 1.02M | $36.2M | +15.21%(+134.38K) | $28.15(+35.31%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 10.15% | 685.5K | $33.9M | +9.95%(+62.05K) | $49.68(-0.13%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.04% | 35.0K | $20.2M | +0.04%(+13) | $448.78(+59.26%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.28% | 368.3K | $17.6M | +15.25%(+48.75K) | $47.56(+0.69%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.67% | 48.7K | $15.6M | +1.89%(+904) | $238.61(+52.85%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 4.53% | 187.7K | $15.1M | +5.99%(+10.61K) | $68.91(+28.09%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.3% | 130.0K | $14.4M | -2.12%(-2.82K) | $91.93(+28.15%) | 2026-03-31 | |
| MEAR | ISHARES U S ETF TR | 2.64% | 175.1K | $8.8M | -0.35%(-615) | $50.02(+0.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.08% | +37.05% |
| Top 20 Holdings Unweighted | +11.75% | +39.55% |
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