J.w. Cole Advisors, Inc.
Annual return '25
+0.0%
SPY '25
+17.7%
Alpha
-17.7ptsvs SPY
Invested
$3B
Holdings
784
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
$AAPL
APPLE INC
Q1 2026: Increased +1.8% (253.6k → 258.1k shares)
9.3%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +14.1% (315.7k → 360.1k shares)
5.3%
03
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 197.6k shares)
3.4%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 0.6% (271.6k → 269.9k shares)
3.0%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 129.0k shares)
2.8%
06
$XOM
EXXON MOBIL CORP
Q4 2025: Exited (was 361.3k shares)
2.0%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Sold 49.6% (118.9k → 59.9k shares)
1.8%
08
$DGRO
ISHARES TR
Q4 2025: Exited (was 703.5k shares)
1.7%
09
$GOOG
ALPHABET INC
Q1 2026: Increased +2.4% (171.0k → 175.0k shares)
1.7%
10
$GOOGL
ALPHABET INC
Q4 2025: Sold 99.5% (147.7k → 762 shares)
1.3%
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 12:19 UTC.