StockDriftsStockDriftsTop 50 Sharp Wealth Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES TR | 15.92% | 272.1K | $32.2M | new | $115.92(+9.17%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 14.74% | 114.0K | $29.8M | +7569.18%(+112.48K) | $259.55(+10.06%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 14.24% | 112.1K | $28.8M | new | $268.25(+7.11%) | 2026-03-31 | |
| AGG | ISHARES TR | 7.18% | 146.5K | $14.5M | +2.16%(+3.10K) | $98.02(+0.66%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.09% | 207.2K | $12.3M | +0.71%(+1.45K) | $59.00(-0.03%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 5.83% | 27.4K | $11.8M | +0.16%(+45) | $213.05(+102.07%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 1.53% | 35.2K | $3.1M | +1.27%(+440) | $50.63(+74.19%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.25% | 14.5K | $2.5M | +14.55%(+1.85K) | $79.52(+183.98%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.2% | 37.8K | $2.4M | +6.90%(+2.44K) | $52.03(+35.75%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.19% | 4.2K | $2.4M | +12.32%(+463) | $458.27(+34.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.40% | +49.72% |
| Top 20 Holdings Unweighted | +14.85% | +51.48% |
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