Rational Advisors, Inc.
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$979.9M
Holdings
179
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
$SCHZ
SCHWAB STRATEGIC TR
Held since at least Q1 2024
7.3%
02
$AGG
ISHARES TR
Q4 2025: Exited (was 756.3k shares)
7.3%
03
$BND
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 1.02M shares)
7.3%
04
$NTSX
WISDOMTREE TR
Q4 2025: Exited (was 713.7k shares)
7.1%
05
$MLPX
GLOBAL X FDS
Q4 2025: Exited (was 808.0k shares)
5.1%
06
$QQQM
INVESCO EXCH TRADED FD TR II
Q4 2025: Exited (was 206.6k shares)
4.5%
07
$XLU
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 540.9k shares)
4.3%
08
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Exited (was 194.4k shares)
3.9%
09
$IVV
ISHARES TR
Q4 2025: Exited (was 41.8k shares)
3.5%
10
$JEPI
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 507.3k shares)
3.1%
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 14:56 UTC.