StockDriftsStockDriftsTop 50 Wheelhouse Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 11.69% | 350.4K | $35.3M | new | $100.52(-0.01%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 9.8% | 617.5K | $29.6M | +33.74%(+155.79K) | $47.75(+0.29%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 8.61% | 43.5K | $26.0M | +3.45%(+1.45K) | $455.20(+49.91%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 8.46% | 62.6K | $25.5M | +2.70%(+1.65K) | $49.75(+65.86%) | 2026-03-31 | |
| VHT | VANGUARD WORLD FD | 7.69% | 85.3K | $23.2M | +2.16%(+1.80K) | $251.65(+9.04%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 6.67% | 67.3K | $20.1M | +2.42%(+1.59K) | $226.36(+50.77%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.61% | 92.8K | $20.0M | +2.14%(+1.95K) | $175.94(+29.98%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 6.05% | 49.7K | $18.2M | +3.35%(+1.61K) | $53.24(+66.63%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6% | 163.8K | $18.1M | new | $88.60(+32.97%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 5.55% | 24.0K | $16.7M | +2.24%(+525) | $60.90(+86.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.81% | +39.79% |
| Top 20 Holdings Unweighted | +8.81% | +28.81% |
Sign up free to track Wheelhouse Advisory Group LLC, compare funds side by side, and get alerts the moment positions change.