Sensible Financial Planning & Management, LLC.
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.4ptsvs SPY
Invested
$815.7M
Holdings
22
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
$QXO
QXO INC
Held since at least Q1 2024
57.7%
02
$ANRO
ALTO NEUROSCIENCE INC
Held since at least Q1 2024
8.1%
03
$LENZ
LENZ THERAPEUTICS INC
Held since at least Q1 2024
7.1%
04
$BA
BOEING CO
Held since at least Q1 2024
4.8%
05
$RDNT
RADNET INC
Held since at least Q1 2024
4.7%
06
$WWD
WOODWARD INC
Held since at least Q1 2024
4.4%
07
$VTR
VENTAS INC
Held since at least Q1 2024
2.5%
08
$REZI
RESIDEO TECHNOLOGIES INC
Held since at least Q1 2024
2.0%
09
$NGVT
INGEVITY CORP
Held since at least Q1 2024
1.4%
10
$KLAR
KLARNA GROUP PLC
Held since at least Q1 2024
1.3%
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 10:27 UTC.