StockDriftsStockDriftsTop 50 Summit Financial Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD WHITEHALL FDS | 8.52% | 637.7K | $60.1M | +6.64%(+39.73K) | $67.02(+48.12%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 8.36% | 1.92M | $59.0M | -3.04%(-60.27K) | $25.14(+28.86%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 6.92% | 111.8K | $48.8M | +1.61%(+1.78K) | $31.87(+168.25%) | 2026-03-31 | |
| SPBO | SPDR SERIES TRUST | 4.64% | 1.13M | $32.7M | +9.64%(+99.07K) | $29.21(-1.00%) | 2026-03-31 | |
| BILZ | PIMCO ETF TR | 4.34% | 302.9K | $30.6M | +9.41%(+26.05K) | $101.12(-0.43%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 3.84% | 255.5K | $27.1M | -1.29%(-3.33K) | $69.45(-16.91%) | 2026-03-31 | |
| PFF | ISHARES TR | 2.91% | 676.2K | $20.5M | -3.47%(-24.32K) | $36.22(-15.85%) | 2026-03-31 | |
| FMDE | FIDELITY COVINGTON TRUST | 2.81% | 551.8K | $19.8M | +2.27%(+12.26K) | $36.26(+11.36%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.55% | 56.1K | $18.0M | +1.49%(+826) | $215.60(+71.04%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.42% | 137.6K | $17.1M | -3.75%(-5.36K) | $87.41(+67.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.76% | +43.38% |
| Top 20 Holdings Unweighted | +14.19% | +48.90% |
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