StockDriftsStockDriftsTop 50 Elevation Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 11.44% | 691.1K | $31.9M | +2.99%(+20.07K) | $45.68(+0.77%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 7.4% | 741.2K | $20.6M | +0.50%(+3.71K) | $18.72(+61.29%) | 2026-03-31 | |
| IUSG | ISHARES TR | 6.55% | 117.8K | $18.3M | +0.54%(+635) | $91.23(+97.01%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.23% | 172.1K | $14.6M | -0.98%(-1.70K) | $58.51(+52.51%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.71% | 404.1K | $10.4M | -3.92%(-16.48K) | $18.92(+50.67%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.32% | 32.2K | $9.3M | -0.63%(-204) | $54.46(+42.67%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.06% | 106.1K | $8.5M | +2.77%(+2.86K) | $62.45(+47.69%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.56% | 28.1K | $7.1M | -7.64%(-2.33K) | $175.30(+62.11%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.3% | 22.4K | $6.4M | -0.44%(-98) | $117.69(+230.04%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.18% | 49.0K | $6.1M | +0.01%(+5) | $98.56(+40.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.87% | +36.29% |
| Top 20 Holdings Unweighted | +11.97% | +40.39% |
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