StockDriftsStockDriftsTop 50 WealthPlan Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.98% | 422.3K | $107.2M | +10.50%(+40.14K) | $192.05(+55.62%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.56% | 125.2K | $81.8M | +81.58%(+56.24K) | $655.69(+13.73%) | 2026-03-31 | |
| BFLB | EA SERIES TRUST | 2.9% | 1.05M | $52.1M | +1.33%(+13.75K) | $51.02(+5.29%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.8% | 156.3K | $50.1M | -11.27%(-19.85K) | $274.27(+32.98%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.68% | 275.7K | $48.1M | +33.35%(+68.94K) | $142.84(+58.10%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.07% | 531.5K | $37.1M | +39.82%(+151.36K) | $60.69(+35.20%) | 2026-03-31 | |
| EPS | WISDOMTREE TR | 1.74% | 459.1K | $31.3M | +96.81%(+225.84K) | $66.03(+17.05%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.67% | 81.1K | $30.0M | +29.10%(+18.28K) | $431.99(-6.20%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 1.54% | 364.3K | $27.6M | +76.75%(+158.21K) | $73.39(+9.70%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.49% | 92.9K | $26.7M | +41.65%(+27.32K) | $246.36(+63.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.06% | +22.73% |
| Top 20 Holdings Unweighted | +5.68% | +18.03% |
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