Avantax Advisory Services, Inc.
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$4.2B
Holdings
39
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWB
ISHARES TR
Q2 2025: Sold 2.0% (49.8k → 48.8k shares)
13.0%
02
$IJH
ISHARES TR
Q1 2025: Increased +3.4% (621.1k → 642.4k shares)
12.3%
03
$USMV
ISHARES TR
Q2 2025: Increased +2.0% (232.9k → 237.6k shares)
8.4%
04
$IWM
ISHARES TR
Q2 2025: Increased +1.8% (900.1k → 916.6k shares)
8.4%
05
$VWO
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
8.0%
06
$SPY
SPDR S&P 500 ETF TR
Q2 2025: Increased +5.4% (411.4k → 433.5k shares)
7.6%
07
$IJR
ISHARES TR
Q2 2025: Increased +5.4% (924.4k → 974.4k shares)
6.4%
08
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
3.4%
09
$INDA
ISHARES TR
Q2 2025: Sold 44.3% (38.9k → 21.7k shares)
3.1%
10
$VV
VANGUARD INDEX FDS
Held since at least Q1 2024
2.8%
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 09:50 UTC.