StockDriftsStockDriftsTop 50 Sovereign Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.61% | 91.2K | $59.5M | +0.58%(+525) | $386.77(+94.31%) | 2026-03-31 | |
| BKGI | BNY MELLON ETF TRUST | 7.04% | 746.7K | $33.3M | +9.65%(+65.73K) | $34.62(+32.17%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.4% | 52.4K | $30.2M | +4.10%(+2.06K) | $605.55(+18.87%) | 2026-03-31 | |
| IEFA | ISHARES TR | 6.16% | 321.2K | $29.1M | +0.00%(+0) | $66.11(+46.60%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.69% | 41.2K | $26.9M | +45.32%(+12.85K) | $643.18(+16.32%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 5.63% | 542.2K | $26.6M | -6.20%(-35.81K) | $49.32(-0.71%) | 2026-03-31 | |
| MPLX | MPLX LP | 4.52% | 374.0K | $21.3M | +0.47%(+1.75K) | $16.69(+232.94%) | 2026-03-31 | |
| USMV | ISHARES TR | 3.16% | 160.6K | $14.9M | +4.35%(+6.70K) | $75.53(+26.02%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.86% | 193.5K | $13.5M | +0.00%(+0) | $59.19(+39.02%) | 2026-03-31 | |
| IDEV | ISHARES TR | 2.82% | 159.6K | $13.3M | +175.44%(+101.63K) | $82.41(+8.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.95% | +29.34% |
| Top 20 Holdings Unweighted | +7.70% | +24.93% |
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