StockDriftsStockDriftsTop 50 TrustWell Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 11.94% | 278.2K | $12.7M | +10.00%(+25.29K) | $46.11(-1.39%) | 2026-03-31 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 10.97% | 329.0K | $11.7M | -6.74%(-23.76K) | $31.32(-0.77%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 8.85% | 116.8K | $9.4M | +2.10%(+2.40K) | $74.10(+22.58%) | 2026-03-31 | |
| AVUQ | AMERICAN CENTY ETF TR | 8.37% | 156.9K | $8.9M | +12.49%(+17.41K) | $59.62(+9.77%) | 2026-03-31 | |
| CEF | SPROTT ASSET MANAGEMENT LP | 8.21% | 183.0K | $8.7M | -19.92%(-45.50K) | $41.24(+0.21%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 5.91% | 184.9K | $6.3M | +0.09%(+166) | $32.06(+14.46%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.29% | 45.7K | $4.6M | -1.72%(-801) | $91.50(+14.12%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.09% | 61.1K | $4.3M | +4.95%(+2.88K) | $69.13(+17.94%) | 2026-03-31 | |
| REG | REGENCY CTRS CORP | 3.9% | 54.8K | $4.1M | +1.53%(+829) | $70.99(+14.05%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 2.92% | 127.7K | $3.1M | +1.76%(+2.21K) | $24.38(-1.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track TrustWell Financial Advisors, LLC, compare funds side by side, and get alerts the moment positions change.