Cary Street Partners Financial LLC
Annual return '25
+21.0%
SPY '25
+17.7%
Alpha
+3.3ptsvs SPY
Invested
$4B
Holdings
986
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD VALUE ETF
Q4 2025: New position (2.8k shares)
3.2%
02
$AAPL
APPLE INC COM
Q1 2026: Sold 5.6% (462.4k → 436.6k shares)
3.0%
03
$VUG
VANGUARD GROWTH ETF
Q4 2025: New position (11.2k shares)
2.4%
04
$MSFT
MICROSOFT CORP COM
Q1 2026: Sold 99.8% (2.11M → 5.0k shares)
1.9%
05
$TACK
Fairlead Tactical Sector ETF
Held since at least Q1 2024
1.8%
06
$GOOG
ALPHABET INC CAP STK CL C
Q1 2026: Sold 87.6% (2.49M → 308.0k shares)
1.7%
07
$FLXR
TCW FLEXIBLE INCOME ETF
Held since at least Q1 2024
1.5%
08
$EFG
ISHARES MSCI EAFE GROWTH ETF
Q4 2025: New position (5.8k shares)
1.5%
09
$JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
Q1 2026: Sold 39.0% (12.8k → 7.8k shares)
1.4%
10
$EFV
ISHARES MSCI EAFE VALUE ETF
Held since at least Q1 2024
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 10:55 UTC.