Wedbush Securities Inc.
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$3.4M
Holdings
1,234
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD S&P 500
Q1 2026: Increased +2.7% (620.0k → 636.7k shares)
10.5%
02
$AAPL
APPLE INC
Q1 2026: Increased +14.1% (914.1k → 1.04M shares)
7.3%
03
$NVDA
NVIDIA CORP
Q1 2026: Sold 92.2% (929.7k → 72.6k shares)
4.7%
04
$COST
COSTCO WHOLESALE CORP
Q1 2026: Sold 38.5% (114.7k → 70.6k shares)
3.4%
05
$AMZN
AMAZON.COM INC
Q1 2026: Sold 82.3% (417.3k → 74.0k shares)
2.8%
06
$MSFT
MICROSOFT CORP
Q1 2026: Sold 33.5% (223.2k → 148.5k shares)
2.6%
07
$NDQ
INVESCO
Q1 2026: Increased +51.4% (121.3k → 183.6k shares)
2.0%
08
$GOOGL
ALPHABET INC
Q1 2026: Increased +90.0% (167.4k → 318.0k shares)
1.5%
09
$SPY
STATE STREET SPDR S&P
Q1 2026: Increased +360.7% (57.9k → 266.7k shares)
1.1%
10
$GOOG
ALPHABET INC
Q1 2026: Sold 59.7% (129.2k → 52.1k shares)
1.1%
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 09:28 UTC.