StockDriftsStockDriftsTop 50 Stewardship Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.71% | 84.7K | $55.3M | +15.23%(+11.19K) | $464.04(+56.66%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 8.42% | 318.9K | $36.6M | +2.02%(+6.30K) | $101.11(+22.11%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 7.33% | 134.3K | $31.9M | +0.32%(+432) | $199.41(+40.73%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.26% | 357.4K | $22.9M | +7.52%(+24.99K) | $52.54(+31.29%) | 2026-03-31 | |
| IMFL | INVESCO EXCH TRD SLF IDX FD | 4.07% | 559.8K | $17.7M | -2.10%(-12.03K) | $25.29(+32.21%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.71% | 200.6K | $16.2M | +5113.65%(+196.72K) | $76.33(+20.83%) | 2026-03-31 | |
| SUSA | ISHARES TR | 3.58% | 117.8K | $15.6M | +5.11%(+5.73K) | $109.95(+33.97%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 2.7% | 198.5K | $11.8M | +3.38%(+6.49K) | $54.32(+18.29%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.67% | 229.7K | $11.6M | +36.22%(+61.08K) | $50.54(-0.15%) | 2026-03-31 | |
| WTMF | WISDOMTREE TR | 2.57% | 282.1K | $11.2M | +0.86%(+2.42K) | $35.75(+14.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.88% | +29.07% |
| Top 20 Holdings Unweighted | +8.60% | +28.08% |
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