StockDriftsStockDriftsTop 50 Schwarz Dygos Wheeler Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 12% | 120.6K | $57.8M | -0.82%(-996) | $224.87(+125.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.85% | 130.1K | $33.0M | -1.02%(-1.34K) | $54.08(+470.68%) | 2026-03-31 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 6.28% | 853.3K | $30.2M | -0.46%(-3.92K) | $13.07(+137.79%) | 2026-03-31 | |
| DGRO | ISHARES TR | 5.08% | 348.7K | $24.5M | +2.44%(+8.32K) | $44.66(+73.01%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 4.9% | 523.2K | $23.6M | -17.16%(-108.39K) | $31.81(+62.04%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.1% | 68.6K | $19.7M | -0.70%(-484) | $63.73(+464.73%) | 2026-03-31 | |
| DVY | ISHARES TR | 3.77% | 119.9K | $18.2M | +1.35%(+1.59K) | $99.03(+60.64%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.02% | 373.1K | $14.5M | +1.57%(+5.76K) | $27.65(+50.40%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 2.4% | 140.1K | $11.6M | +0.70%(+979) | $58.46(+52.83%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 2.2% | 96.0K | $10.6M | +2.88%(+2.69K) | $88.08(+40.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.52% | +58.18% |
| Top 20 Holdings Unweighted | +15.18% | +52.79% |
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