StockDriftsStockDriftsTop 50 Tailwinds Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | 9.41% | 91.4K | $3.8M | +12.02%(+9.81K) | $43.57(+5.93%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.98% | 16.3K | $2.8M | -7.29%(-1.28K) | $186.54(+4.44%) | 2026-03-31 | |
| BKAG | BNY MELLON ETF TRUST | 6.58% | 63.5K | $2.7M | +35.67%(+16.71K) | $42.44(-1.55%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.13% | 9.8K | $2.5M | +6.01%(+558) | $263.22(+17.25%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.64% | 35.9K | $2.3M | -50.49%(-36.60K) | $61.19(+15.71%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.93% | 4.3K | $1.6M | -2.74%(-122) | $500.79(-22.02%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.6% | 7.0K | $1.5M | -9.55%(-743) | $225.20(+7.76%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.1% | 4.4K | $1.3M | -3.15%(-143) | $278.05(+29.44%) | 2026-03-31 | |
| DMBS | DOUBLELINE ETF TRUST | 3.08% | 25.5K | $1.3M | +35.60%(+6.69K) | $49.63(-1.53%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.28% | 3.2K | $928K | -14.76%(-546) | $318.82(+4.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -13.90% | -36.17% |
| Top 20 Holdings Unweighted | -15.85% | -40.41% |
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