StockDriftsStockDriftsTop 50 Private Wealth Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 10.08% | 144.3K | $94.3M | +1.42%(+2.02K) | $614.67(+21.76%) | 2026-03-31 | |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 6.94% | 716.7K | $64.9M | +4.21%(+28.96K) | $74.40(+30.79%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 6.45% | 864.8K | $60.3M | -6.20%(-57.18K) | $53.31(+49.75%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 6.09% | 844.2K | $57.0M | +0.12%(+1.02K) | $60.41(+25.95%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL-CAP E | 3.3% | 248.3K | $30.9M | +7.07%(+16.40K) | $110.91(+32.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.07% | 113.3K | $28.7M | +5.93%(+6.34K) | $234.36(+31.69%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | 2.15% | 510.6K | $20.1M | +42.79%(+153.00K) | $36.48(+18.31%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.83% | 46.1K | $17.1M | -1.11%(-516) | $401.34(-2.70%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 1.69% | 32.9K | $15.8M | +1.62%(+524) | $492.90(+3.02%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC | 1.61% | 21 | $15.1M | +5.00%(+1) | $739528.10(+2.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.13% | +37.23% |
| Top 20 Holdings Unweighted | +8.32% | +27.10% |
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