StockDriftsStockDriftsTop 50 Summit Wealth Group Llc / Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SEIV | SEI EXCHANGE TRADED FUNDS | 11.98% | 2.74M | $113.9M | +24.35%(+536.52K) | $40.05(+14.45%) | 2026-03-31 | |
| SEIM | SEI EXCHANGE TRADED FUNDS | 11.56% | 2.41M | $109.8M | +25.76%(+493.85K) | $45.78(+15.08%) | 2026-03-31 | |
| SEIE | SEI EXCHANGE TRADED FUNDS | 8.13% | 2.37M | $77.3M | +23.02%(+443.53K) | $31.52(+11.67%) | 2026-03-31 | |
| SEIQ | SEI EXCHANGE TRADED FUNDS | 5.56% | 1.45M | $52.8M | +28.04%(+317.75K) | $38.38(+1.76%) | 2026-03-31 | |
| SEIS | SEI EXCHANGE TRADED FUNDS | 4.89% | 1.68M | $46.5M | +26.69%(+354.31K) | $27.70(+12.93%) | 2026-03-31 | |
| SEEM | SEI EXCHANGE TRADED FUNDS | 3.32% | 962.6K | $31.5M | +21.45%(+170.02K) | $30.62(+27.19%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.63% | 98.4K | $25.0M | +82.54%(+44.48K) | $238.13(+25.51%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 2.53% | 319.6K | $24.0M | -13.85%(-51.38K) | $74.12(+11.16%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.01% | 44.8K | $19.1M | +198.36%(+29.81K) | $447.08(-72.20%) | 2026-03-31 | |
| IWD | ISHARES TR | 1.72% | 76.6K | $16.4M | +292.08%(+57.05K) | $206.46(+13.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.51% | +7.72% |
| Top 20 Holdings Unweighted | +5.27% | +16.65% |
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