Top 50 USAdvisors Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB US LARGE CAP VALUE ETF | 7.26% | 730.7K | $21.8M | +4.37%(+30.57K) | $25.19(+30.37%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST | 6.07% | 32.7K | $18.3M | +1.57%(+506) | $336.82(+112.19%) | 2026-03-31 | |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | 5.83% | 624.5K | $17.5M | +5.83%(+34.41K) | $23.58(+45.54%) | 2026-03-31 | |
| FBND | FIDELITY TOTAL BOND ETF | 3.79% | 251.2K | $11.4M | +3.29%(+8.00K) | $45.43(+0.18%) | 2026-03-31 | |
| AVUV | Avantis US Small Cap Value ETF | 3.61% | 100.4K | $10.9M | +1.76%(+1.74K) | $84.14(+40.01%) | 2026-03-31 | |
| XSMO | INVESCO S&P SMALL CAP MOMENTM ETF | 2.64% | 108.1K | $7.9M | +3.13%(+3.29K) | $65.53(+31.16%) | 2026-03-31 | |
| HELO | J P MORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 2.58% | 122.8K | $7.8M | +7.46%(+8.53K) | $61.92(+9.44%) | 2026-03-31 | |
| IQLT | ISHS MSCI INTL QUALITY FACT ETF | 2.57% | 172.7K | $7.7M | -13.18%(-26.21K) | $36.72(+34.46%) | 2026-03-31 | |
| BOND | PIMCO ACTIVE BOND ETF | 2.48% | 81.1K | $7.5M | +4.94%(+3.82K) | $91.72(+0.07%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE-TRADED FD TR INVESC | 2.4% | 71.8K | $7.2M | +1.29%(+914) | $84.41(+28.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.70% | +43.16% |
| Top 20 Holdings Unweighted | +10.99% | +36.72% |
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