Top 50 Sunpointe, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.09% | 106.6K | $18.6M | -4.27%(-4.76K) | $96.35(+134.38%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.46% | 42.4K | $13.6M | +11.32%(+4.32K) | $284.16(+28.35%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.6% | 43.3K | $11.0M | +1.23%(+525) | $205.43(+45.49%) | 2026-03-31 | |
| ACIO | ETF SER SOLUTIONS | 2.4% | 174.6K | $7.3M | +3.90%(+6.56K) | $39.22(+18.24%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.37% | 23.3K | $7.2M | -11.70%(-3.10K) | $201.04(+107.32%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 1.93% | 224.1K | $5.9M | +11.59%(+23.27K) | $26.48(-1.18%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.93% | 15.9K | $5.9M | -3.44%(-565) | $379.68(+6.72%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.9% | 26.9K | $5.8M | +8.91%(+2.20K) | $197.52(+15.78%) | 2026-03-31 | |
| FDG | AMERICAN CENTY ETF TR | 1.84% | 49.3K | $5.6M | +0.00%(+0) | $97.62(+41.61%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 1.67% | 52.6K | $5.1M | -8.34%(-4.79K) | $87.60(+13.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.89% | +63.86% |
| Top 20 Holdings Unweighted | +16.08% | +56.40% |
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