StockDriftsStockDriftsTop 50 Truewealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GRNY | TIDAL TRUST I | 8.48% | 1.41M | $33.7M | +6.84%(+90.51K) | $20.67(+29.39%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.93% | 604.3K | $27.6M | +34.67%(+155.57K) | $45.93(-0.84%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.66% | 34.6K | $22.5M | +0.74%(+254) | $399.09(+81.35%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 5.4% | 788.8K | $21.5M | +22.25%(+143.59K) | $26.68(+2.98%) | 2026-03-31 | |
| DBEF | DBX ETF TR | 4.32% | 347.9K | $17.2M | +1.07%(+3.69K) | $39.47(+30.06%) | 2026-03-31 | |
| DRSK | ETF SER SOLUTIONS | 3.22% | 469.0K | $12.8M | +9.89%(+42.21K) | $27.13(+5.45%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.91% | 204.7K | $11.6M | +96.36%(+100.44K) | $56.38(+6.37%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.83% | 19.5K | $11.3M | +5.55%(+1.02K) | $396.53(+71.89%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 2.64% | 266.6K | $10.5M | -2.19%(-5.97K) | $28.48(+48.58%) | 2026-03-31 | |
| GRNJ | TIDAL TRUST III | 2.27% | 361.4K | $9.0M | +4377.63%(+353.36K) | $25.29(+18.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.39% | +27.33% |
| Top 20 Holdings Unweighted | +6.83% | +21.92% |
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