StockDriftsStockDriftsTop 50 Vance Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 21.99% | 1.96M | $76.1M | +2.79%(+53.16K) | $28.46(+51.03%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 10.91% | 1.11M | $37.8M | -1.71%(-19.35K) | $24.66(+48.44%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4% | 126.3K | $13.9M | +8.83%(+10.25K) | $75.18(+70.27%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 3.48% | 83.4K | $12.0M | +0.28%(+231) | $149.98(-5.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.24% | 44.2K | $11.2M | +5.31%(+2.23K) | $172.66(+73.88%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3% | 166.4K | $10.4M | +1.54%(+2.53K) | $53.46(+22.18%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 2.72% | 256.5K | $9.4M | +2.48%(+6.21K) | $33.82(+17.88%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 2.34% | 227.3K | $8.1M | +14.59%(+28.94K) | $31.56(+20.55%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.3% | 33.5K | $8.0M | +2.33%(+763) | $161.30(+80.97%) | 2026-03-31 | |
| IWP | ISHARES TR | 1.76% | 47.5K | $6.1M | +2.87%(+1.32K) | $97.23(+40.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.70% | +43.14% |
| Top 20 Holdings Unweighted | +11.51% | +38.67% |
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