BLB&B Advisors, LLC
Annual return '25
+19.7%
SPY '25
+17.7%
Alpha
+2.0ptsvs SPY
Invested
$2.4B
Holdings
271
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
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Increased +3.5% (3.36M → 3.48M shares)
9.3%
02
$IVV
ISHARES TR
Q4 2025: Increased +4.6% (259.8k → 271.8k shares)
7.8%
03
$IJH
ISHARES TR
Q4 2025: Increased +6.4% (2.34M → 2.49M shares)
7.1%
04
$VWO
VANGUARD INTL EQUITY INDEX F
Q4 2025: Increased +2.7% (2.57M → 2.64M shares)
6.1%
05
$DJP
BARCLAYS BANK PLC
Q4 2025: Increased +4.1% (2.27M → 2.36M shares)
4.7%
06
$NVDA
NVIDIA CORPORATION
Q3 2025: Sold 99.7% (520.0k → 1.7k shares)
3.3%
07
$VCRB
VANGUARD MALVERN FDS
Q4 2025: Increased +29.1% (676.2k → 872.7k shares)
3.1%
08
$AAPL
APPLE INC
Q3 2025: Sold 99.7% (309.8k → 984 shares)
3.0%
09
$IJR
ISHARES TR
Q4 2025: Sold 3.5% (497.4k → 480.2k shares)
2.4%
10
$MSFT
MICROSOFT CORP
Q4 2025: Increased +53875.0% (560 → 302.3k shares)
2.4%
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 10:40 UTC.