StockDriftsStockDriftsTop 50 Strategic Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.74% | 16.8K | $10.9M | -0.69%(-116) | $674.05(+10.13%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.31% | 13.9K | $9.1M | +6.65%(+869) | $676.62(+10.22%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 5.74% | 23.7K | $7.2M | -0.71%(-169) | $299.86(+14.44%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 5.31% | 30.5K | $6.6M | -0.28%(-87) | $210.25(+9.40%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.23% | 167.2K | $6.5M | +1.02%(+1.68K) | $37.24(+11.81%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.13% | 80.6K | $6.4M | +9.32%(+6.87K) | $79.80(-0.98%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.73% | 174.3K | $5.9M | +14.78%(+22.44K) | $32.20(+23.45%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.49% | 110.6K | $5.6M | +23.09%(+20.75K) | $50.65(-0.25%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 3.44% | 181.3K | $4.3M | +9.26%(+15.37K) | $23.37(+10.41%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 3.43% | 86.0K | $4.3M | new | $49.81(-0.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.77% | -10.88% |
| Top 20 Holdings Unweighted | -3.45% | -9.99% |
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