TD Capital Management LLC
Annual return '25
+12.4%
SPY '25
+17.7%
Alpha
-5.3ptsvs SPY
Invested
$1.1B
Holdings
852
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
ISHARES TR
Q1 2026: Exited (was 1.36M shares)
17.2%
02
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 257.5k shares)
7.4%
03
$BSV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 707.9k shares)
4.9%
04
$IVV
ISHARES TR
Q1 2026: Exited (was 78.6k shares)
4.7%
05
$LDUR
PIMCO ETF TR
Q1 2026: Exited (was 431.4k shares)
3.8%
06
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Exited (was 188.1k shares)
3.6%
07
$BND
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 523.9k shares)
3.5%
08
$QUAL
ISHARES TR
Q1 2026: Exited (was 198.8k shares)
3.4%
09
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 77.1k shares)
3.0%
10
$VTV
VANGUARD INDEX FDS
Q1 2026: Exited (was 137.7k 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 12:39 UTC.