Stelac Advisory Services LLC
Annual return '25
+31.1%
SPY '25
+17.7%
Alpha
+13.4ptsvs SPY
Invested
$494.3M
Holdings
163
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
$GOOGL
ALPHABET INC
Q1 2026: Sold 98.5% (88.9k → 1.4k shares)
7.8%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 96.2% (78.0k → 3.0k shares)
5.1%
03
$FSUN
FIRSTSUN CAP BANCORP
Held since at least Q1 2024
4.6%
04
$VGK
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 181.5k shares)
4.1%
05
$PLD
PROLOGIS INC.
Q1 2026: Exited (was 137.5k shares)
3.3%
06
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 19.3k shares)
3.1%
07
$SPY
SPDR S&P 500 ETF TR
Q1 2026: Exited (was 22.5k shares)
3.1%
08
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 22.2k shares)
2.8%
09
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 4.5k shares)
2.8%
10
$BIL
SPDR SERIES TRUST
Q1 2026: New position (140.4k shares)
2.7%
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 06:30 UTC.