Gwn Securities Inc.
Annual return '25
+9.7%
SPY '25
+17.7%
Alpha
-8.1ptsvs SPY
Invested
$522.6M
Holdings
461
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 39%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 19.0k shares)
2.5%
02
$AAPL
APPLE INC
Q1 2026: Increased +4.2% (169.2k → 176.3k shares)
2.4%
03
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 15.9k shares)
2.0%
04
$BUFB
INNOVATOR ETFS TRUST
Q4 2025: Exited (was 174.0k shares)
1.6%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 11.7k shares)
1.5%
06
$ICSH
ISHARES TR
Q4 2025: Exited (was 163.9k shares)
1.4%
07
$BUFF
INNOVATOR ETFS TRUST
Q4 2025: Exited (was 110.3k shares)
1.2%
08
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 24.8k shares)
1.2%
09
$MSFT
MICROSOFT CORP
Q1 2026: Increased +4.2% (83.7k → 87.2k shares)
1.2%
10
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1.2% (219.0k → 221.6k shares)
1.2%
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 09:48 UTC.