J. W. Coons Advisors, LLC
Annual return '25
+12.7%
SPY '25
+17.7%
Alpha
-5.1ptsvs SPY
Invested
$183.6M
Holdings
45
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
$IVV
ISHARES TR
Q1 2026: New position (766.0k shares)
12.9%
02
$SPYG
SPDR SERIES TRUST
Q1 2026: New position (104.8k shares)
8.2%
03
$SPDW
SPDR INDEX SHS FDS
Q1 2026: New position (102.8k shares)
6.9%
04
$PSK
SPDR SERIES TRUST
Held since at least Q1 2024
6.0%
05
$JMBS
JANUS DETROIT STR TR
Q1 2026: New position (2.05M shares)
5.8%
06
$IEFA
ISHARES TR
Q1 2026: New position (547.0k shares)
5.5%
07
$FLBL
FRANKLIN TEMPLETON ETF TR
Held since at least Q1 2024
5.0%
08
$USHY
ISHARES TR
Q1 2026: New position (20.4k shares)
4.7%
09
$IJR
ISHARES TR
Q1 2026: New position (646.9k shares)
4.0%
10
$IEMG
ISHARES INC
Q1 2026: New position (471.6k shares)
3.0%
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 15:53 UTC.