SNS Financial Group, LLC
Annual return '25
-30.1%
SPY '25
+17.7%
Alpha
-47.8ptsvs SPY
Invested
$1.2B
Holdings
207
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
$QUAL
ISHARES TR
Q4 2025: Exited (was 778.6k shares)
12.9%
02
$SCHF
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 3.66M shares)
7.7%
03
$IEI
ISHARES TR
Q4 2025: Exited (was 602.6k shares)
6.3%
04
$OEF
ISHARES TR
Q4 2025: Exited (was 213.6k shares)
6.1%
05
$DGRW
WISDOMTREE TR
Q4 2025: Exited (was 699.8k shares)
5.4%
06
$SCHB
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 1.84M shares)
3.9%
07
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 400 shares)
3.5%
08
$JCPB
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 659.3k shares)
3.4%
09
$BSCR
INVESCO EXCH TRD SLF IDX FD
Q4 2025: Exited (was 1.77M shares)
3.2%
10
$GLDM
WORLD GOLD TR
Q4 2025: Exited (was 437.9k shares)
3.2%
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 13:13 UTC.