Truefg, LLC
Annual return '25
+18.2%
SPY '25
+17.7%
Alpha
+0.5ptsvs SPY
Invested
$377.3M
Holdings
71
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPDW
SPDR INDEX SHS FDS
Q4 2025: Exited (was 1.39M shares)
16.7%
02
$IJH
ISHARES TR
Q4 2025: Exited (was 818.1k shares)
14.9%
03
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 244.3k shares)
12.8%
04
$SPYG
SPDR SERIES TRUST
Q4 2025: Exited (was 448.7k shares)
11.8%
05
$SPAB
SPDR SERIES TRUST
Q4 2025: Exited (was 1.14M shares)
8.4%
06
$IJR
ISHARES TR
Q4 2025: Sold 97.8% (215.1k → 4.6k shares)
7.1%
07
$FREL
FIDELITY COVINGTON TRUST
Q4 2025: Exited (was 641.4k shares)
4.9%
08
$SPIB
SPDR SERIES TRUST
Q4 2025: Exited (was 489.8k shares)
4.8%
09
$SPEM
SPDR INDEX SHS FDS
Q4 2025: Exited (was 275.7k shares)
3.4%
10
$SPSB
SPDR SERIES TRUST
Q4 2025: Exited (was 297.0k shares)
2.5%
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 10:31 UTC.