StockDriftsStockDriftsTop 50 Wealth Management Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVNM | AMERICAN CENTY ETF TR | 8.29% | 381.0K | $29.0M | +12.49%(+42.28K) | $63.70(+31.86%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.88% | 158.2K | $27.6M | -6.30%(-10.64K) | $15.65(+1343.09%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.15% | 37.3K | $21.5M | -6.24%(-2.48K) | $327.89(+117.97%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 4.61% | 182.9K | $16.1M | -8.44%(-16.86K) | $36.44(+141.99%) | 2026-03-31 | |
| AVMC | AMERICAN CENTY ETF TR | 4.48% | 217.2K | $15.7M | +7.20%(+14.58K) | $70.04(+10.31%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.71% | 51.1K | $13.0M | +0.94%(+478) | $124.62(+139.82%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.68% | 19.7K | $12.9M | +1.47%(+285) | $406.71(+83.36%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.01% | 148.2K | $10.5M | +7.34%(+10.13K) | $67.31(+13.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.28% | 21.6K | $8.0M | -1.99%(-437) | $235.50(+72.07%) | 2026-03-31 | |
| FDN | FIRST TR EXCHANGE-TRADED FD | 2.14% | 32.0K | $7.5M | -2.80%(-920) | $196.43(+34.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.95% | +90.44% |
| Top 20 Holdings Unweighted | +19.89% | +72.33% |
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