Alesco Advisors LLC
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$3.9B
Holdings
243
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
$IVV
ISHARES TR
Q4 2025: Sold 100.0% (1.29M → 1 shares)
21.6%
02
$IJH
ISHARES TR
Q4 2025: Exited (was 5.34M shares)
9.3%
03
$IJR
ISHARES TR
Q4 2025: Exited (was 2.33M shares)
7.1%
04
$IDEV
ISHARES TR
Q4 2025: Exited (was 3.10M shares)
6.6%
05
$BND
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 2.27M shares)
5.2%
06
$SCHP
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 5.67M shares)
4.2%
07
$IEMG
ISHARES INC
Q4 2025: Sold 100.0% (2.43M → 40 shares)
4.1%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 99.9% (218.2k → 305 shares)
3.5%
09
$IEFA
ISHARES TR
Q4 2025: Exited (was 1.55M shares)
3.4%
10
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 1.07M shares)
3.0%
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 13:33 UTC.