Trilogy Capital Inc.
Annual return '25
+14.7%
SPY '25
+17.7%
Alpha
-3.0ptsvs SPY
Invested
$2.3B
Holdings
384
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (1.3k shares)
9.7%
02
$DLN
WISDOMTREE TR
Held since at least Q1 2024
4.6%
03
$IVV
ISHARES TR
Held since at least Q1 2024
4.2%
04
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
4.1%
05
$XLK
SELECT SECTOR SPDR TR
Held since at least Q1 2024
3.2%
06
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
2.9%
07
$EMMF
WISDOMTREE TR
Held since at least Q1 2024
2.8%
08
$SPAB
SPDR SERIES TRUST
Held since at least Q1 2024
2.5%
09
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
2.4%
10
$SMTH
ALPS ETF TR
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:58 UTC.