StockDriftsStockDriftsTop 50 Plan A Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PTL | NORTHERN LTS FD TR IV | 18.24% | 152.0K | $38.1M | +7.11%(+10.08K) | $222.16(+24.26%) | 2026-03-31 | |
| OAIM | UNIFIED SER TR | 13.08% | 634.2K | $27.3M | +3.63%(+22.21K) | $35.83(+27.72%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 8.6% | 25 | $18.0M | -13.79%(-4) | $686050.00(+5.51%) | 2026-03-31 | |
| TPSC | TIMOTHY PLAN | 3.59% | 176.5K | $7.5M | +2.07%(+3.57K) | $38.47(+14.73%) | 2026-03-31 | |
| IBD | NORTHERN LTS FD TR IV | 3.4% | 297.4K | $7.1M | +5.32%(+15.02K) | $23.88(-0.49%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 3.12% | 268.5K | $6.5M | +10.31%(+25.10K) | $24.32(-0.80%) | 2026-03-31 | |
| BCI | ABRDN ETFS | 2.49% | 214.1K | $5.2M | +5.68%(+11.50K) | $20.94(+21.14%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.45% | 29.3K | $5.1M | -0.75%(-223) | $128.85(+74.87%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.34% | 82.1K | $4.9M | +16.64%(+11.71K) | $59.45(-1.40%) | 2026-03-31 | |
| WWJD | NORTHERN LTS FD TR IV | 1.44% | 80.5K | $3.0M | -10.98%(-9.93K) | $30.82(+26.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.23% | +45.17% |
| Top 20 Holdings Unweighted | +14.15% | +48.76% |
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