Sageworth Trust Co
Annual return '25
+58.2%
SPY '25
+17.7%
Alpha
+40.5ptsvs SPY
Invested
$2.3B
Holdings
111
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
$VTI
VANGUARD US TOTAL STOCK MKT SH
Q4 2025: Exited (was 1.17M shares)
19.6%
02
$VXUS
VANGUARD TOTAL INTERNATIONAL S
Q4 2025: Exited (was 4.13M shares)
16.5%
03
$VOO
VANGUARD S&P 500 ETF
Q4 2025: Exited (was 354.8k shares)
13.1%
04
$ACWI
ISHARES MSCI ACWI ETF
Q4 2025: Exited (was 1.73M shares)
13.0%
05
$DFAU
DIMENSIONAL US CORE EQUITY MAR
Q4 2025: Exited (was 92.0k shares)
11.0%
06
$ACWX
ISHARES MSCI ACWI EX US
Q4 2025: Exited (was 1.43M shares)
5.2%
07
$VT
VANGUARD TOTAL WORLD STOCK ETF
Q4 2025: Exited (was 582.4k shares)
4.3%
08
$VEA
VANGUARD FTSE DEVELOPED MARKET
Q4 2025: Exited (was 799.1k shares)
3.8%
09
$VTV
VANGUARD VALUE ETF
Q4 2025: Exited (was 180.4k shares)
1.8%
10
$IVV
ISHARES CORE S&P 500 ETF
Q1 2026: Exited (was 1.9k shares)
1.2%
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 08:14 UTC.