D.a. Davidson & Co.
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.4ptsvs SPY
Invested
$16.5B
Holdings
1,552
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
6.7%
02
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
4.8%
03
$IXUS
ISHARES TR
Held since at least Q1 2024
4.1%
04
$AGG
ISHARES TR
Held since at least Q1 2024
3.1%
05
$AAPL
APPLE INC
Q4 2025: New position (4.6k shares)
2.3%
06
$MSFT
MICROSOFT CORP
Q1 2026: Sold 2.0% (52.6k → 51.5k shares)
2.0%
07
$IWN
ISHARES TR
Held since at least Q1 2024
1.5%
08
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
1.4%
09
$AVGO
BROADCOM INC
Q1 2026: Increased +4.1% (8.4k → 8.7k shares)
1.3%
10
$SPIB
SPDR SERIES TRUST
Held since at least Q1 2024
1.3%
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 08:07 UTC.