StockDriftsStockDriftsTop 50 Wellspring Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES S&P 500 INDEX | 19.82% | 404.6K | $264.3M | +1.59%(+6.35K) | $515.77(+43.95%) | 2026-03-31 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | 7.16% | 2.07M | $95.4M | +3.69%(+73.49K) | $25.05(+78.97%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 6.81% | 1.62M | $90.8M | -5.28%(-90.32K) | $76.26(+24.86%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD | 5.03% | 2.91M | $67.1M | -2.33%(-69.33K) | $113.46(+37.28%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STK MKT | 4.21% | 6.16M | $56.1M | -0.16%(-10.07K) | $220.53(+64.48%) | 2026-03-31 | |
| SOXX | ISHARES SEMICONDUCTOR ETF | 3.74% | 151.8K | $49.9M | +1.19%(+1.78K) | $227.32(+123.70%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.42% | 179.6K | $45.6M | +74.87%(+76.89K) | $228.99(+31.11%) | 2026-03-31 | |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 3.38% | 769.4K | $45.0M | +59.47%(+286.94K) | $58.74(-0.96%) | 2026-03-31 | |
| XLV | HEALTH CARE SELECT SECTOR SPDR | 2.99% | 272.2K | $39.9M | -3.37%(-9.51K) | $137.67(+5.40%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 2.89% | 874.0K | $38.6M | +14.65%(+111.70K) | $56.22(+41.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.55% | +50.31% |
| Top 20 Holdings Unweighted | +12.78% | +43.43% |
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