StockDriftsStockDriftsTop 50 Plan Group Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.54% | 21 | $15.1M | +5.00%(+1) | $741260.48(-5.57%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 3.37% | 229.5K | $14.4M | +2.48%(+5.56K) | $50.88(+25.12%) | 2026-03-31 | |
| ACWI | ISHARES TR | 3.16% | 97.4K | $13.5M | +0.43%(+420) | $102.64(+48.43%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.71% | 39.3K | $11.6M | +0.84%(+328) | $304.62(+1.57%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.7% | 19.3K | $11.5M | -30.01%(-8.26K) | $443.98(+49.85%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 2.41% | 167.4K | $10.3M | +96.99%(+82.44K) | $62.13(+7.99%) | 2026-03-31 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 2.2% | 541.4K | $9.4M | +54.84%(+191.75K) | $14.24(+30.59%) | 2026-03-31 | |
| COWG | PACER FDS TR | 2.18% | 274.9K | $9.3M | +20.52%(+46.80K) | $33.77(+9.50%) | 2026-03-31 | |
| EDIV | SPDR INDEX SHS FDS | 2.11% | 227.4K | $9.0M | +16.64%(+32.44K) | $37.23(+10.37%) | 2026-03-31 | |
| IWR | ISHARES TR | 1.98% | 86.9K | $8.4M | -4.75%(-4.33K) | $77.57(+35.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.68% | +28.37% |
| Top 20 Holdings Unweighted | +8.54% | +27.87% |
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